BUSINESS
Treasury gains propel SBI profit in Q1 FY26
The bank’s valuation remains the main attraction
BUSINESS
Can Trump’s tariff threat derail India’s vision of Viksit Bharat by 2047?
While a 25 percent tariff significantly undermines the viability of trade with US, a 50 percent tariff will effectively kill it
BUSINESS
RBI maintains status quo, heightened external risks demand caution
The MPC would like to assess how India’s ongoing trade tension with the US evolves
BUSINESS
NSDL IPO – Does it deserve a place in your demat account?
In a duopolistic market structure, NSDL is well poised to benefit as capital markets grow in scale and depth
BUSINESS
How do these two affordable HFCs compare, post their Q1 results?
The affordable housing finance sector has a long growth trajectory underpinned by strong structural drivers
BUSINESS
Bajaj Finance Q1 FY26 – Performance stable, but catalysts missing for stock upside
Net profit up 22 percent, driven by strong asset growth even as provisions remained elevated
BUSINESS
ICICI Bank Q1 FY26: Steady show; will the re-rating continue?
The bank has shown consistent performance in the past many quarters, amid sectoral concerns like slowing loan growth, muted deposit growth, tight liquidity, asset quality pressure, and tightened regulatory norms
BUSINESS
360 ONE Wealth delivers a healthy Q1, what holds next?
Earnings visibility remains strong, and growth from inorganic expansion holds the potential to surprise positively
BUSINESS
HDB Financial: Q1 soft, but multiple levers for stock upside
A stable monsoon, rising farm incomes, and the resulting increase in demand are expected to drive rural consumption and vehicle financing
BUSINESS
ICICI Lombard Q1 FY26: Growth slows across segments; retail health stands out
Given that ICICI Lombard’s market share in the retail health business is a mere 3.5 percent compared to over 30 percent for Star Health and over 9 percent for HDFC ERGO, there is a long runway for growth.
BUSINESS
This housing finance company is best placed in a falling rate scenario
Despite the wafer-thin margins in home loans, LICHF’s profitability improved with the lender posting an ROA of 1.83% in FY25 -- the highest in the last decade.
BUSINESS
Will the banking stocks continue to outshine after a sharp fall in rates?
Despite profitability coming under pressure, valuation remains reasonable for both private and public sector banks
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
