BUSINESS
KIMS: Several growth tonics in place
Rising income, increasing insurance penetration, and a preference for branded hospitals offering advanced care are supporting long-term demand for private healthcare
BUSINESS
Delhivery: Execution a big positive, but upside potential limited
The logistics company is poised to capture a larger market share
BUSINESS
Sedemac Mechatronics IPO: Strong technology, stretched valuation
Sedemac designs and builds electronic control units that go into engines and power systems in vehicles and industrial equipment; it has a strong position in India’s genset controller market
BUSINESS
Can Gaudium IVF’s IPO gain a first-mover advantage?
The IVF market in India is worth about $1.3billion, as of 2024, and it is expected to grow at 13 percent CAGR to reach ~$4.5 billion by 2034
BUSINESS
Vijaya Diagnostics: Do fundamentals align for compounding?
The company continues to demonstrate disciplined execution, strong operating leverage, and prudent capital allocation
BUSINESS
Endurance Technology: Strong Q3FY26, growth visibility intact
The company is benefitting from EV adoption, content expansion, strong global OEM ties, and geographic and product diversification
BUSINESS
ZFCVL: Resilient Q3, cyclical recovery in sight
The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments
BUSINESS
Apollo Hospitals Q3FY26: Scaling up with profitability discipline
Capacity expansion, digital push power next leg of growth
BUSINESS
Bosch: Steady Q3 FY26; valuation limits upside
Bosch plans to increase its export contribution and remains committed to localisation as a core long-term strategy
BUSINESS
Max Healthcare: Q3 softness doesn’t cloud long-term growth thesis
The company offers strong medium-term revenue visibility, underpinned by a large pipeline of bed additions and sustained strength in core operating metrics
BUSINESS
Transport Corporation of India: Stable Q3, modest outlook
The company is well-positioned to benefit from the secular tailwinds in the logistics sector, and its planned capacity augmentation should support incremental volume growth and gradual market share gains
BUSINESS
Gabriel India Q3 FY26: Strong execution; growth potential priced in
The company has secured multiple new programmes during the quarter. These wins reinforce Gabriel’s long-established position with marquee OEMs and strengthen its near-term revenue visibility.
BUSINESS
Subros Q3 FY26: EV readiness improves, near-term catalysts limited
The company is now positioning itself to capture the next leg of growth from electric mobility where thermal management content per vehicle structurally increases
BUSINESS
Concor puts up a steady Q3 amid transient headwinds
The company's business moat and solid fundamentals ensure strong long-term growth potential
BUSINESS
Union Budget 2026 – How does E2E Networks stand to gain?
An indirect beneficiary that could gain from the positive sentiment in India data centre services
BUSINESS
E2E Networks: Strong results; turnaround underway
Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers
BUSINESS
Shadowfax Technologies IPO: Delivering returns or just another parcel of risk?
The company has solidified its presence in the parcel delivery market through a capital-efficient business model
BUSINESS
Can the Union Budget lift sentiment for rural India?
Sustained rural growth is critical for India’s broader economic momentum and relying on incentives alone will not be enough
BUSINESS
How will stocks react in the event of an El Niño?
There is a growing probability of El Niño developing from April 2026, coinciding with India’s southwest monsoon
BUSINESS
Landmark Cars: Transition pains behind, growth momentum builds up
The October-December quarter gathers pace with a double-digit YoY growth in passenger vehicle sales
BUSINESS
Discovery Series: E2E Networks: Riding India’s AI compute supercycle
Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers
BUSINESS
Park Medi World IPO: Is it the right spot to park your money?
Over the years, PMWL has undertaken a series of acquisitions, acquiring 8 hospitals across North India. The company follows a cluster-based approach to grow its network to drive operational synergies
BUSINESS
NephroPlus IPO: Is this single-speciality healthcare player worth a look?
India’s largest dialysis service provider and the only domestic player has scaled up internationally
BUSINESS
Krsnaa Diagnostics: Steering towards new growth horizons
The company is targeting 40-50% of revenue mix from its retail business
