Moneycontrol PRO

Lekha Badlani

Research Analyst, Money Control

Does this auto ancillary stock merit a place in your portfolio?

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

Excelsoft IPO: Is this SaaS play worth a subscription?

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

Max Healthcare Q2 FY26: Improved valuation comfort

BUSINESS

Max Healthcare Q2 FY26: Improved valuation comfort

The company plans to double its capacity in 4-5 years

Endurance Technology Q2 FY26: Multiple catalysts at work

BUSINESS

Endurance Technology Q2 FY26: Multiple catalysts at work

The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth

Suraksha Diagnostics Q2 FY26: Offering a long-term investment case

BUSINESS

Suraksha Diagnostics Q2 FY26: Offering a long-term investment case

It is a scalable play on India’s evolving healthcare demand

Global Health Q2 FY26: Healthy performance, strong outlook

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

Apollo Hospitals: Q2 numbers in good health

BUSINESS

Apollo Hospitals: Q2 numbers in good health

Apollo is well positioned to benefit from the rising healthcare demand in India

SJS Enterprises: The earnings momentum remains strong in Q2

BUSINESS

SJS Enterprises: The earnings momentum remains strong in Q2

SJS expects to grow at 2.5x the industry volume in FY26

Coromandel International Q2 FY26: Good results, next growth lever in sight

BUSINESS

Coromandel International Q2 FY26: Good results, next growth lever in sight

Subsidy rates for the 2025 Rabi cropping season will be the key factor to watch

Lenskart IPO: There’s a clear vision, but valuation appears blurry

BUSINESS

Lenskart IPO: There’s a clear vision, but valuation appears blurry

India’s largest organised eyewear retailer has built a compelling omni-channel model and is well-positioned to benefit from market formalisation

Suraksha Diagnostics: An undervalued growth story

BUSINESS

Suraksha Diagnostics: An undervalued growth story

A successful replication of the business model outside the core area will be key to growth

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

Is recovery in sight for ZF Commercial Vehicle?

BUSINESS

Is recovery in sight for ZF Commercial Vehicle?

The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments

Endurance Tech: Expanding horizons at reasonable valuation

BUSINESS

Endurance Tech: Expanding horizons at reasonable valuation

As of FY25, there are about 1.5 crore two-wheelers below 125cc engine capacity without ABS and the company expects to capture at least 25% of this incremental market opportunity

Seshaasai Technologies IPO: Does it offer a distinctive investment opportunity?

BUSINESS

Seshaasai Technologies IPO: Does it offer a distinctive investment opportunity?

As the fintech space is constantly evolving, execution remains a key determinant for growth

Subros: Can this auto component stock pick up more speed?

BUSINESS

Subros: Can this auto component stock pick up more speed?

The company is likely to sustain its higher market share in automotive AC components

Is the fertiliser sector becoming investment worthy?

BUSINESS

Is the fertiliser sector becoming investment worthy?

The latest GST reforms address the key issue of the inverted duty structure

Krsnaa Diagnostics: Chasing new avenues for growth

BUSINESS

Krsnaa Diagnostics: Chasing new avenues for growth

Optimistic guidance for FY26; the B2C segment should act as a key growth lever

Rainbow Children’s Medicare: A high-potential, high-execution play

BUSINESS

Rainbow Children’s Medicare: A high-potential, high-execution play

The Indian healthcare market is experiencing robust growth and the hospital chain is uniquely placed in the paediatric segment

Global Health: In the pink of health, but growth will come at a price

BUSINESS

Global Health: In the pink of health, but growth will come at a price

Demand for high-end healthcare facilities remains strong; however, the company’s valuation appears demanding

Max Healthcare Q1 FY26: Scaling up amid rich valuations

BUSINESS

Max Healthcare Q1 FY26: Scaling up amid rich valuations

Max plans to increase its capacity by ~70 percent to reach ~9,000 beds by FY28.

Apollo Hospital: Growth momentum continues in Q1 FY26

BUSINESS

Apollo Hospital: Growth momentum continues in Q1 FY26

Robust expansion plans in place, with a target of about 4,000 beds in the next 3-4 years

Bluestone Jewellery and Lifestyle IPO: Will it shine on the bourses?

BUSINESS

Bluestone Jewellery and Lifestyle IPO: Will it shine on the bourses?

The company is not profitable at the moment and may continue to make losses in the near term

KIMS: Mixed performance in Q1, but growth story remains resilient

BUSINESS

KIMS: Mixed performance in Q1, but growth story remains resilient

Future growth to be fuelled by several catalysts, and it could emerge as a stronger player in the healthcare space

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