BUSINESS
Can Budget 2026 help India’s electronics manufacturing mature?
ISM 2.0, ECMS approvals, and capex visibility can have a big impact on EMS and semiconductor-linked players
BUSINESS
Budget marks a shift from electronics assembly to manufacturing at scale
Budget materially improves the long-term earnings and margin visibility for India’s EMS and semiconductor value chain
BUSINESS
Aquaculture gets a safety net in Budget 2026
Government’s efforts to increase productivity and yields should foster a supportive environment for shrimp exporters
BUSINESS
Dixon Technologies Q3 FY26: Industry headwinds drive near-term softness
Inventory correction and memory modules inflation weigh on Q3, but integration and exports to drive the next leg
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
Havells Q3 FY26: Cable outperformance balances seasonally weak durables
ECD segment and Lloyd disappoint. Higher raw material costs lead to margin pressure
BUSINESS
Polycab Q3 FY26: Scalable growth amid margin compression
Polycab's strong rebound in FMEG business and outperformance in W&C continue
BUSINESS
GM Breweries Q3 FY26: Margin adds a kick to the quarterly show
Steady volumes and disciplined execution drive operating leverage surprise
BUSINESS
Cement Q2 earnings preview: Extended monsoon, policy transition to weigh
UltraTech Cement and Dalmia could be key beneficiaries owing to their cost leadership and strong balance sheets
BUSINESS
TruAlt Bioenergy IPO: Opportunity knocks, but caution warranted
The company has shown remarkable growth in a short period, emerging as one of India’s largest ethanol producers with robust financial performance. However, that’s not enough to call it a sure bet
BUSINESS
Epack Prefab IPO: A story of efficiency, speed and technical prowess
Company is an interesting opportunity in the building materials industry
BUSINESS
Saatvik Green Energy IPO: A shining bet on India’s clean energy future?
The solar PV module industry faces the risk of market oversupply and intense price competition
BUSINESS
Euro Pratik Sales IPO: Attractive margins, tight scalability
The margins are strong but the scalability of the business is a challenge
BUSINESS
Syrma SGS Tech: Firming up its market position through strategic moves
Expanding production capacity, forging tech ties, and growing the client base in new markets
BUSINESS
Crompton Greaves Consumer: Gain in market share amid seasonal headwinds
Focus on premium products despite a weak summer season; the revival of the lighting business will be a key growth driver
BUSINESS
GST reforms provide a fresh impetus to clean energy transition
The aim is to make renewable energy more affordable for developers as well as consumers
BUSINESS
Consumer durables get a GST lift — Which players will lead the charge?
A lower GST rate sets the stage for a demand revival in consumer durables
BUSINESS
Cement companies to benefit from GST rate cut, favourable cost outlook
Lower tax on cement and stable production costs should benefit cement companies. However, does it change the investment outlook for cement majors?
BUSINESS
Transport Corporation of India Q1: Positive growth rate continues
The company has a long growth runway, and its changing business mix should aid margin expansion
BUSINESS
Carysil: Cautiously optimistic
The company is optimistic about volume growth despite US tariff challenges
BUSINESS
Vikram Solar IPO: Can the flotation glow on bourses?
The company is embracing clean energy transition, but the valuation is high
BUSINESS
Income tax rejig in Budget 2025 to stimulate low- to mid-ticket consumption
The sops come at a time when the country is exhibiting slowdown in demand trends across urban and rural markets
BUSINESS
PG Electroplast Q1 – Inventory overhang casts a shadow
The company has cut capital expenditure for FY26 to Rs 700-750 crore from Rs 800-900 crore, considering the near-term pressure on cash flows and working capital
BUSINESS
JSW Cement IPO: Is it a solid contender for your portfolio?
Cement demand is promising in India, though there’s a shift in the competitive landscape
