BUSINESS
Bosch: Steady Q3 FY26; valuation limits upside
The company continues to strengthen its position in the mobility and industrial technology segments. It is expanding its product portfolio, with a focus on EV-related components and advanced electronics
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
BUSINESS
Does this auto ancillary stock merit a place in your portfolio?
CAL’s aluminium business remains a key growth driver aided by acquisitions of DR Axion and Sunbeam
BUSINESS
Excelsoft IPO: Is this SaaS play worth a subscription?
The company is well placed to benefit from the digitisation tailwinds in the education sector
BUSINESS
Max Healthcare Q2 FY26: Improved valuation comfort
The company plans to double its capacity in 4-5 years
BUSINESS
Endurance Technology Q2 FY26: Multiple catalysts at work
The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth
BUSINESS
Suraksha Diagnostics Q2 FY26: Offering a long-term investment case
It is a scalable play on India’s evolving healthcare demand
BUSINESS
Global Health Q2 FY26: Healthy performance, strong outlook
The upcoming greenfield projects will help Medanta to establish a presence in western and eastern India
BUSINESS
Apollo Hospitals: Q2 numbers in good health
Apollo is well positioned to benefit from the rising healthcare demand in India
BUSINESS
SJS Enterprises: The earnings momentum remains strong in Q2
SJS expects to grow at 2.5x the industry volume in FY26
