BUSINESS
Coal India: Near-term challenges to persist
The outlook presents a mix of cyclical recovery and structural moderation
BUSINESS
Hindalco Q3 FY26: Strong core performance offsets global headwinds
Consolidated financials reflect stable execution, margin expansion, and disciplined cost control
BUSINESS
Tata Steel: Will domestic resilience outweigh European pressure?
Sustained margin improvement in India, successful commissioning of new capacities, and a meaningful turnaround in Europe could create room for valuation re-rating
BUSINESS
Cummins India: Margin resilient amid mixed demand backdrop
The company is optimistic about better growth going forward, aided by improving investment activity, supportive policies, and strong demand from emerging sectors such as data centres
BUSINESS
Tata Power: Will Mundra resolution unlock the next leg of rerating?
The company’s transition from a predominantly thermal-led utility to a diversified, clean-energy-focused integrated power player is becoming increasingly visible in its financial outcomes.
BUSINESS
NTPC’s earnings hold firm as green capex accelerates
Aggressive capacity expansion, tariff protection under regulated frameworks, and a broadening footprint in renewables, pumped storage, battery storage and nuclear segment would gradually reshape the earnings profile
BUSINESS
Power Grid: Charged to tap emerging T&D opportunities
The company’s performance reflects not just cyclical strength, but a structural tailwind from India’s long-term clean-energy ambitions, grid modernisation, and cross-border connectivity and opportunities in emerging segments like data centres and others
BUSINESS
Union Budget 2026 signals a structural shift from imports to indigenous power in defence
Capital-heavy spending, protected domestic orders, and deep-tech funding redraw India’s defence manufacturing playbook
BUSINESS
Budget firepower for Defence sector: Significantly higher allocation to boost domestic firms’ revenue visibility
The aggressive allocation provides the long-term visibility required for multi-year procurement cycles
BUSINESS
Larsen & Toubro: Favourable investment climate to lift earnings
Though core projects lagged, other segments supported the growth momentum
BUSINESS
JSW Steel: Can deleveraging, expansion plans offset margin headwinds?
The management expects price hikes to sustain, supported by stronger seasonal demand and the reimposition of safeguard duties
BUSINESS
Will the Budget continue to have a strong push for capex?
Along with enhanced capital expenditure, we expect the government to announce incentives for sector-specific industries, which would crowd in private investments and sustain the high growth momentum
BUSINESS
Defence Basket: A strategic bet for long-term investors
As India steps into 2026, the defence sector is transitioning from a period of "order book anticipation" to a high-octane "execution phase," making it a cornerstone for strategic long-term portfolios
BUSINESS
MIDHANI: A beneficiary of the ongoing focus on defence
Given the company’s balance sheet strength, strategic relevance, and long-cycle visibility, valuations appear reasonable in the context of its evolving earnings profile
BUSINESS
Solar Industries: Will its business strategy lead to explosive growth?
The company is striving to transition from domestic mining to a global defence platform
BUSINESS
Bharat Coking Coal IPO: Dominant coking coal franchise with strong cash flow visibility
The Coal India subsidiary is uniquely positioned to benefit from the demand upcycle because of its scale, reserve depth, and proximity to steel-producing clusters
BUSINESS
Schneider Electric Infrastructure: Plugging into grid and data centre opportunities
Its areas of operation offer long-term growth visibility
BUSINESS
Weekly Tactical Pick: Why this defence player looks interesting after correction
BEL emerges as a defensive growth stock amid volatile markets
BUSINESS
Hitachi Energy poised to leverage domestic energy upcycle
With improving margins and earnings visibility, the stock should offer good rewards
BUSINESS
Can EIL’s order book set off a new multi-year upcycle?
Domestic refinery expansion and rising overseas consultancy projects augur well for the company
BUSINESS
INOX India: Stars align for the earnings cycle
The company is benefiting from a mix of strong execution and meaningful progress in new verticals such as hydrogen, semiconductor-related equipment, and beverage kegs
MONEYCONTROL-RESEARCH
KEC International: The stigma of a bribery case is hurting prospects
The issue relates to a bribery case in March 2025, in which a senior PGCIL general manager and a KEC executive were arrested. Power Grid Corporation of India then barred the company from participating in fresh tenders for nine months.
BUSINESS
Va Tech Wabag eyes margin stability and faster execution in FY26
Future-energy wins, asset-light execution, and a healthy order book to fuel growth
BUSINESS
Tata Steel Q2 FY26 shines on domestic strength
Despite a volatile global steel environment marked by trade barriers, demand moderation, and pricing pressure, the company performed well.
