BUSINESS
SBI delivers strong Q2 FY26 with positive margin surprise
While earnings growth will align with credit growth, the stock upside will be driven by the expansion of the valuation multiple
BUSINESS
Groww IPO -- Should investors subscribe to it?
The business is dependent on capital markets and hence, inherently cyclical
BUSINESS
What should investors do after Canara Robeco AMC’s muted Q2 FY26 earnings?
Valuation comfort, strong operational metrics, and favourable industry tailwinds make the AMC an attractive long-term opportunity
BUSINESS
CAMS – Healthy Q2, but emerging headwinds warrant attention
Given the strong tailwinds in the MF industry, the stock could be a long-term compounder
BUSINESS
360 ONE Wealth: Steady Q2 earnings, best proxy for the rising affluent class
Strong business fundamentals and visibility of earnings growth justify the rich valuation
BUSINESS
Why should investors consider DCB Bank despite a sharp post-earnings rally?
The bank is poised for a healthy loan growth and margin expansion, which should drive healthy earnings growth
BUSINESS
HDFC Bank Q2 FY26: Will earnings mirror the pick-up in loan growth?
The bank’s return ratios are healthy and the stock valuation is reasonable
BUSINESS
ICICI Bank Q2 FY26 – Loan growth moderates, but profitability still very strong
Multiple factors to support the premium valuation of the bank stock
BUSINESS
What sets Canara Robeco AMC apart from other listed mutual fund houses?
With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among peers
BUSINESS
HDB Financial Q2 FY26: Muted quarter, recovery likely in H2
Loan growth was subdued, and despite an improvement in margins, higher credit costs weighed on profitability
BUSINESS
ICICI Lombard Q2 FY26: Why did the stock react positively despite muted business growth?
The insurer’s premium valuation is likely to hold up despite growth slowdown, thanks to its strong focus on profitability
BUSINESS
Canara Robeco AMC IPO: Should investors bet on it?
With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among the peers
BUSINESS
Tata Capital IPO is priced reasonably, but should investors subscribe to it?
The company is well-positioned to command a valuation premium, given its strong parentage and the market’s bias towards quality names in the financial services space
BUSINESS
Is this the unexpected Navratri gift of RBI to banks?
Further easing of the regulatory environment to boost the performance of lenders
BUSINESS
Why is RBI dovish despite being optimistic on growth?
By holding rates, the RBI has effectively kept its options open to respond should tariff disruptions persist and pose downside risks to growth
BUSINESS
Anand Rathi Share and Stock Brokers IPO: Should investors subscribe to it?
While the company has carved out a niche for itself in the broking segment, it remains a relatively smaller player in the broader industry space
BUSINESS
Prudent Corporate – Inorganic expansion a positive, but lofty valuation calls for caution
The company has recently acquired the MFD business of Indus Capital on a slump-sale basis
BUSINESS
Will high gold prices add shine to the CSB Bank’s stock?
The bank’s gold lending portfolio has a huge runway for growth
BUSINESS
Is the Indian bond market poised for a rebound?
Lower-than-expected revenue loss from the GST rate rationalisation and some scope for interest rate cut could be favourable factors
BUSINESS
Which insurance players will be impacted most and least by GST exemptions?
The move will lower insurance premiums for policyholders and prospective buyers, encourage greater insurance penetration, and provide a significant boost to the industry
BUSINESS
Why you should look at CAMS amid a volatile market
Given the business moats, robust return ratios, and strong tailwinds in the MF industry, CAMS is a long-term compounder
BUSINESS
What makes DCB Bank attractive despite subdued performance?
Healthy earnings growth, but asset quality and elevated credit costs weighed on the stock’s performance
BUSINESS
Protean: What should investors do after the sharp fall?
Not winning the PAN 2.0 mandate has materially increased medium-term earnings risk
BUSINESS
Treasury gains propel SBI profit in Q1 FY26
The bank’s valuation remains the main attraction
