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
BUSINESS
Syrma SGS Technology Q1: Impressive operating show despite revenue dip
Order book is steady, while exports are showing green shoots
BUSINESS
Waaree Energies Q1: Execution strength drives growth
Highest-ever quarterly revenue supported by the demand for solar modules
BUSINESS
Asian Paints Q1 – Should you trust the green shoots?
Though Asian Paints is a quality business, the competitive intensity in the sector has started showing its colours
BUSINESS
M & B Engineering IPO: The business design looks robust
IPO money to be used to upgrade manufacturing and cut debt
BUSINESS
Dalmia Bharat: Volumes lag, margins shine in Q1FY26
The broader domestic cement market shows a robust demand outlook, with industry participants forecasting a healthy 6-8 percent YoY growth in FY26
BUSINESS
GNG Electronics IPO: Is it a good value proposition?
One-of-its-kind flotation that’s an interesting play on the refurbished electronics segment
BUSINESS
UltraTech Q1 FY26: Is the cement stock as solid as the business performance?
Cement demand in FY26 is projected to be positive, with an anticipated 6-8 percent YoY growth, fuelled by a rebound in the infrastructure and housing sectors.
BUSINESS
Polycab delivers big in Q1 FY26 — This cable giant isn’t slowing down
Strong rebound in FMEG business and outperformance in W&C continues
BUSINESS
Cera Sanitaryware – Muted expectations could spark positive surprises
Likely to benefit from higher consumer spending helped by policy interventions
BUSINESS
Transport Corporation of India: Mixed industry outlook
The growth runway is long and the churn in business mix is a positive
BUSINESS
Carysil: Q4 points to accelerated growth on the horizon
The company's earnings growth trajectory remains positive largely due to the recent strategic tie-ups and announcements
BUSINESS
Syrma SGS Q4: Strong performance, but growth seen to moderate in FY26
The company’s management forecasts 30-35 percent revenue growth and an 8 percent EBITDA margin in FY26
BUSINESS
Voltas near-term outlook dims as market conditions turn unfavourable
The robust performance in the UCP business has been offset by losses in the EMP segment
BUSINESS
SG Mart: Sharp focus on expansion with margin-accretive growth
Looking ahead, the company is targeting significant strategic growth, aiming to become the largest buyer of steel in India and intends to double its operating profits to Rs 200 crore in FY26.
BUSINESS
PG Electroplast – Early monsoon dampens short-term outlook
Record performance in FY25 with broad-based growth across key business verticals
BUSINESS
Concor: Another soft quarter, but long-term potential remains intact
To boost market share and fuel long-term expansion, the company is ramping up infrastructure
