BUSINESS
Emmvee Photovoltaic Power IPO: What's the smartest move for investors?
The projected industry oversupply poses a serious risk to the solar sector's profitability
BUSINESS
Amber Q2 FY26: What should investors do after a tepid quarter?
The contract manufacturer’s outlook is bright as its business diversification strategy is working out
BUSINESS
Kaynes Technology India: Sell into the earnings strength
High valuation prices in the positives that may take time to fructify
BUSINESS
Crompton Q2: Unseasonal rains hit demand; outlook bright
Focus on premium products despite a weak summer while the revival in the lighting and kitchen businesses remains a key growth driver
BUSINESS
Pidilite delivers stable Q2 despite a challenging demand environment
The company is back to double-digit volume growth after five quarters
BUSINESS
Havells Q2 FY26: Limited improvement as demand stays soft
ECD and Lloyd dimming the outperformance of wires and cables
BUSINESS
Radico Khaitan Q2: Volumes, margins trending upwards
Changing consumer lifestyles and evolving tastes to help the liquor maker’s growth
BUSINESS
Premier Energies Q2: Solar cell capex to further strengthen business moat
Foray into allied segments likely to support growth, going forward
BUSINESS
Waaree Energies: Why is profit booking the smart play, post-Q2 earnings beat?
Earnings are expected to taper off in the medium term due to intensifying market competition
BUSINESS
Polycab stays on growth track in Q2 FY26, robust demand, margin gains play ball
The company’s strong rebound in the FMEG business and outperformance in W&C continue
BUSINESS
UltraTech Cement: Strong franchise, steady growth outlook
The government's move to cut GST on cement is a major uplift for infrastructure and real estate sectors. It will lower construction costs, generating strong demand for both new and existing projects
BUSINESS
Dixon Technologies well poised to tap India’s growing electronics market
Backward integration, improving wallet share, and new product development will be key growth drivers
BUSINESS
GM Breweries Q2 FY26: Stunning earnings show on low-key expectations
As domestic consumer demand is poised to recover in H2 of FY26, driven by key economic tailwinds, like changes in income tax policy, the company stands to benefit.
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
