BUSINESS
Protean – What should investors do after the sharp fall?
The stock will be rangebound in the near term and the future trajectory will depend on how the ITD’s PAN 2.0 project unfolds
BUSINESS
IDBI Bank disinvestment: How much of it is in the price?
A potential disinvestment deal has triggered a rally in IDBI Bank. The real attraction will be IDBI Bank’s huge deposits of over Rs 300,000 crore, as of March 2025 end
BUSINESS
HDB Financial Services IPO: The pricing of the issue is a surprise
The unlisted shares of the non-bank subsidiary of HDFC Bank were trading at a higher price in the OTC market
BUSINESS
Iran-Israel war: What it means for oil prices
The potential blocking of the Strait of Hormuz by Iran will be an “apocalyptic” scenario for the oil market
BUSINESS
Should investors consider CDSL after a sharp rally?
The duopolistic market structure with entry barriers and an asset-light business model will continue to aid growth of free cash flows
BUSINESS
RBI’s big stimulus lands amid heightened global uncertainty
As a broad-based and durable consumption recovery is increasingly critical for a revival in the private capex cycle, RBI has delivered a bumper rate cut and liquidity boost
BUSINESS
LIC – Business performance lacklustre, but the stock surges
Top line flat and the insurer loses market share in FY25; valuation attractive
BUSINESS
India Inc to benefit from Aatmanirbharta goal in stealth aircraft procurement
The AMCA is designed to fill a gap in India's air force, which currently lacks a fifth-generation stealth fighter. The opening up of the field for private companies should lend impetus to the programme and to indigenous capabilities
BUSINESS
Protean: Is the sharp stock price decline justified?
Following the price correction, Protean is now trading at a more reasonable valuation of 33 times FY27 estimated earnings
BUSINESS
IndusInd Bank – Is the worst over?
The MFI book is large, which can aggravate business uncertainty, and definite clues are yet to emerge about the new CEO
BUSINESS
For Medi Assist, FY25 stands out as a year of consolidation
Healthy growth in premium and margin was strong
BUSINESS
Prudent Corporate – Why investors should be on the sidelines despite strong show in FY25
With the equity market trading in a narrow range, MTM gain is likely to be lower and may not contribute much to the AUM growth
BUSINESS
Steady performance in FY25 for DCB, valuation is the real draw
The combination of a reduction in the cost of funds and a change in the product mix should keep margins steady
BUSINESS
SBI – Steady show in FY25, offers favourable risk-reward
Profit growth aided by healthy loan growth, controlled operating expenses, and contained credit cost even as margin contracted
BUSINESS
Can the Bajaj Finance stock sustain the rally?
FY25 earnings marred by elevated provisions
BUSINESS
Why consider CSB Bank despite subdued earnings in FY25?
CSB Bank has articulated its long-term vision, under which, by FY2030, its loan portfolio will be well-diversified with 20% in gold, 30% in retail, 20% in SME and 30% in wholesale and other businesses.
BUSINESS
Which life insurance company’s stock should investors bet on?
HDFC Life has the most balanced product mix, ICICI Pru has the most diversified distribution mix, and SBI Life has the lowest cost structure
EARNINGS
360 ONE Wealth: Strong finish to FY25; all eyes on inorganic growth strategy outcome
360 ONE has been on an acquisition spree for the past couple of years.
BUSINESS
Quick Take - What will the collaboration with UBS mean for 360 ONE?
The deal will make 360 ONE an invincible player in India’s wealth management industry
BUSINESS
HDFC Bank at an inflection point after consolidation in FY25
The private bank is well placed to benefit from improved liquidity and the interest rate-cut cycle
BUSINESS
ICICI Bank — Will the re-rating continue?
The bank puts up a strong show in FY25 amid sectoral concerns
BUSINESS
This general insurer’s profitability bucks the industry trend
The shift in product mix towards health should augur well for ICICI Lombard
BUSINESS
RBI rate cut, stance shift signal dovish intent to counter global uncertainty
With inflation cooling and global headwinds intensifying, the central bank has pivoted from a neutral to an accommodative stance, signaling a clear shift in focus from inflation control to growth revival. As domestic indicators stay mixed and external risks loom large, RBI’s latest policy response aims to shore up confidence and bolster the economic recovery ahead
BUSINESS
Should investors bet on banking stocks as credit growth moderates?
Growth in personal loans has fallen off the cliff while growth in gold loans has surged
