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Kanchi Shah

Senior Research Analyst

Moneycontrol

Can Escorts Kubota regain lost ground?

BUSINESS

Can Escorts Kubota regain lost ground?

Strong agri performance contrasts with the softness in the construction equipment segment

Tata Motors: Can it defend CV leadership amid rivalry?

BUSINESS

Tata Motors: Can it defend CV leadership amid rivalry?

Margin expansion sustained through scale benefits and cost rationalisation

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

BUSINESS

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

Hero projects industry growth of 8-10% in the second half of the year. For FY26, the company has maintained its earlier guidance of 6-7% growth, indicating steady underlying demand

Tata Motors Passenger Vehicle: PV picks up speed while JLR falters

BUSINESS

Tata Motors Passenger Vehicle: PV picks up speed while JLR falters

JLR’s operational disruptions and global macro headwinds continue to cloud earnings visibility

Eicher Motors Q2 FY26: Steady performance

BUSINESS

Eicher Motors Q2 FY26: Steady performance

Sustained growth with global expansion and strong market share

Ashok Leyland Q2 FY26 powers past the slow lane

BUSINESS

Ashok Leyland Q2 FY26 powers past the slow lane

Strong Q2, rising exports, and expanding high-margin verticals signal enduring momentum

Tata Motors CV: Buy, sell, or hold, post listing?

BUSINESS

Tata Motors CV: Buy, sell, or hold, post listing?

Though the stock debuted at a 28 percent premium, there is limited upside potential in the near term

Physics Wallah IPO: Is the EdTech growth lesson worth betting on?

BUSINESS

Physics Wallah IPO: Is the EdTech growth lesson worth betting on?

The company’s expansion story is encouraging, but profitability and valuations remain a concern

Strong Q2 puts Bajaj Auto on the fast track

BUSINESS

Strong Q2 puts Bajaj Auto on the fast track

Quarterly performance was driven by strong exports and a premium mix

Mahindra & Mahindra revs up on strong Q2 FY26 show

BUSINESS

Mahindra & Mahindra revs up on strong Q2 FY26 show

Healthy momentum in automotive and farm segments drives growth; management upbeat on FY26 prospects

Bharti Airtel maintains strong run in Q2 FY26

BUSINESS

Bharti Airtel maintains strong run in Q2 FY26

Higher-value customers, expanding digital offerings, and a strong Africa recovery fuel the telco’s growth.

Auto sales: Festive push lifts volumes in October, demand durability remains a question

BUSINESS

Auto sales: Festive push lifts volumes in October, demand durability remains a question

Robust festive demand and GST rate rationalisation fuel growth in vehicle buying

Maruti’s growth engine stays well-oiled

BUSINESS

Maruti’s growth engine stays well-oiled

New products and the GST cut to aid domestic demand recovery.

Hyundai races towards sustainable growth

BUSINESS

Hyundai races towards sustainable growth

New products and cost efficiency to support future performance

Studds IPO: Ready for a market ride

BUSINESS

Studds IPO: Ready for a market ride

Strong distribution network, push for premium products support expansion plans

TVS maintains momentum in Q2 FY26

BUSINESS

TVS maintains momentum in Q2 FY26

Robust quarterly performance sets the stage for continued growth in H2

Cyient Q2 FY26: The outlook remains uncertain

BUSINESS

Cyient Q2 FY26: The outlook remains uncertain

Q2 shows modest improvement in operations while profitability and segmental performance remain variable

Tata Motors demerger: Which entity offers a better ride for investors?

BUSINESS

Tata Motors demerger: Which entity offers a better ride for investors?

The demerger marks an important step for Tata Motors as it begins operating its PV and CV businesses separately

MidWest IPO: The granite giant is going beyond stone

BUSINESS

MidWest IPO: The granite giant is going beyond stone

A dominant company in the Black Galaxy Granite market, with a strong operational and financial track record

Mphasis: AI-led strategy driving resilience

COMPANIES-2

Mphasis: AI-led strategy driving resilience

The company sustains growth momentum with record deal wins and expanding AI-driven pipeline.

Canara HSBC Life Insurance IPO: Should you bank on it?

BUSINESS

Canara HSBC Life Insurance IPO: Should you bank on it?

The company has demonstrated strong and consistent profitability over the past two years. However, it is highly dependent on ULIPs and the bancassurance channel

September auto sales: From slowdown to surge

BUSINESS

September auto sales: From slowdown to surge

Robust festive demand and GST impact drive growth across segments

KPIT: Steady show, macro overhang remains

BUSINESS

KPIT: Steady show, macro overhang remains

The company acquires Caresoft and partners with JSW, thus increasing its global footprint

TruAlt Bioenergy IPO: Opportunity knocks, but caution warranted

BUSINESS

TruAlt Bioenergy IPO: Opportunity knocks, but caution warranted

The company has shown remarkable growth in a short period, emerging as one of India’s largest ethanol producers with robust financial performance. However, that’s not enough to call it a sure bet

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