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.
BUSINESS
Fujiyama Power Systems IPO: A power-packed growth story
Deep rural presence, robust expansion, and debt-light balance sheet to drive long-term momentum of this solar panel maker
BUSINESS
Cummins India: A power-packed Q2 performance
Robust PowerGen growth, margin resilience offset temporary export softness
BUSINESS
Hindalco Q2FY26: Is a re-rating on the horizon?
The company’s upstream strength matches downstream acceleration
BUSINESS
Power Grid Corporation: Execution bottlenecks ease
Project pipeline and capex guidance boost earnings visibility
BUSINESS
Coal India: Weak demand, pricing pressure weigh on Q2 earnings
The management’s ongoing diversification into renewables and critical minerals could help rectify the situation
BUSINESS
Discipline, diversification to keep IEX charged up
The company has a dominant market position, strong balance sheet, and good earnings visibility
BUSINESS
NTPC: Renewable push offsets muted generation in core standalone power business
The company continues to pursue its long-term growth strategy, focused on clean energy, capacity addition, and operational diversification, while maintaining execution efficiency and investment momentum.
BUSINESS
Larsen and Toubro: Healthy earnings outlook, but valuations limit upside
The company is entering a new phase, expanding and consolidating its technology-led ventures to complement its established strengths in engineering, construction, manufacturing, and project management.
BUSINESS
NMDC: Riding on strong steel demand, better pricing
The iron ore market has seen a steady upturn from the lows of July, with production and sales rising strongly, and the company’s near-term growth outlook appears quite good
BUSINESS
WeWork India: Can the IPO ride the flexible workspace growth wave?
The company has emerged as a frontrunner in the flexible workspace segment
BUSINESS
Jain Resource Recycling: Will the IPO funds accelerate exports?
The company’s global recognition, forward integration, and conservative financial management lend credence to its growth story
