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Budget Express 2026

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Sachin Pal

Senior Research Analysts

moneycontrol.com

Dixon Technologies’ JV with Vivo India strengthens its foothold in mobile smartphone market

BUSINESS

Dixon Technologies’ JV with Vivo India strengthens its foothold in mobile smartphone market

Chinese smartphone makers are increasingly looking to bring in Indian partners into their manufacturing operations owing to the Indian government's push and regulations to engage local players for production

Discovery Series | A home improvement business with strong moat

BUSINESS

Discovery Series | A home improvement business with strong moat

Riding on urbanisation trends, Carysil has exhibited healthy operational metrics over the past decade

Waaree Energies: The future looks bright

BUSINESS

Waaree Energies: The future looks bright

Potential for growth over the long term as global industry tailwinds remain strong

Nazara Technologies: Acquisitions to drive the next wave of growth

BUSINESS

Nazara Technologies: Acquisitions to drive the next wave of growth

The gaming company sees a slowdown in the core business

Sagar Cements – Worth a look after a poor quarter?

BUSINESS

Sagar Cements – Worth a look after a poor quarter?

Operational performance impacted by heavy rains and a slowdown in project execution

Transport Corporation of India: Is it a value buy now?

BUSINESS

Transport Corporation of India: Is it a value buy now?

The company has a long growth runway and its evolving business mix should drive margin expansion

Avalon Technologies is on a comeback trail

BUSINESS

Avalon Technologies is on a comeback trail

Q2 earnings delivered a positive surprise with a healthy revenue growth

V-Guard Q2 FY25: Growth on track despite Sunflame's below-par show

BUSINESS

V-Guard Q2 FY25: Growth on track despite Sunflame's below-par show

The company is strategically making investments to enhance its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation

PG Electroplast Q2 – Outperformance continues

BUSINESS

PG Electroplast Q2 – Outperformance continues

Solid business fundamentals, new growth initiatives, and client additions can all act as growth triggers

BlackBuck IPO: Can it fetch big bucks for investors?

BUSINESS

BlackBuck IPO: Can it fetch big bucks for investors?

Valuation very steep, especially when the business is yet to turn profitable

Asian Paints Q2 – Competitive risks come to the fore

BUSINESS

Asian Paints Q2 – Competitive risks come to the fore

The company faces demand headwinds, leading to a decline in both revenue and margin

Blue Star Q2: Maintaining robust momentum in challenging times

BUSINESS

Blue Star Q2: Maintaining robust momentum in challenging times

Strong Future Ahead, Driven by Efficient Cost Management and Improved Product Mix

Berger Paints Q2: Sluggish consumer demand a challenge

BUSINESS

Berger Paints Q2: Sluggish consumer demand a challenge

Though gaining market share consistently, potential competition takes shine off the stock

Voltas Q2: Strong show with revenue growth, margin expansion

BUSINESS

Voltas Q2: Strong show with revenue growth, margin expansion

Though the company continues its growth trajectory in RAC, the improvement in EMP business boosted earnings

Kaynes Technology Q2: Impressive growth, but cash flow remains anaemic

BUSINESS

Kaynes Technology Q2: Impressive growth, but cash flow remains anaemic

The company continues to execute well; it has been upping the outlook in the last few quarters, beating industry trends

Syrma SGS Q2 FY25: Growth at a reasonable price tag

BUSINESS

Syrma SGS Q2 FY25: Growth at a reasonable price tag

The company is targeting exports worth nearly Rs 1,000 crore in the current fiscal year. This is expected to be driven by the med-tech and industrial sectors, including power supply, renewables, and solar electronics

Radico Khaitan is a concoction of smooth execution, continued growth

BUSINESS

Radico Khaitan is a concoction of smooth execution, continued growth

Sixth consecutive quarter of revenue growth of 20 percent while net profits spike 34 percent

Dixon Technologies Q2: The explosive growth momentum continues

BUSINESS

Dixon Technologies Q2: The explosive growth momentum continues

The company has a long growth runway owing to massive opportunities in the industry

Pidilite Q2: Muted revenue growth balanced by profitability

BUSINESS

Pidilite Q2: Muted revenue growth balanced by profitability

Near-term prospects decent on the back of festive demand and a pick-up in government spending

Amber Enterprises: On the cusp of growth metamorphosis

BUSINESS

Amber Enterprises: On the cusp of growth metamorphosis

Healthy revenue growth in Q2 and margins remained stable

Dalmia Bharat Q2: Poor realisations offset volume gains

BUSINESS

Dalmia Bharat Q2: Poor realisations offset volume gains

The company may face some execution and operational risks, going forward

Cyient DLM: Why we see value emerging

BUSINESS

Cyient DLM: Why we see value emerging

The management commentary includes recovery in H2, expecting a strong revenue growth.

UltraTech - A speed bump ahead?

BUSINESS

UltraTech - A speed bump ahead?

The September quarter was subdued for the cement major due to external factors

Polycab India Q2 FY25: All wired up for growth, but watch out for risky spots

BUSINESS

Polycab India Q2 FY25: All wired up for growth, but watch out for risky spots

Favourable demand momentum from infrastructure and power sector supporting the strong performance of wires & cables

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