BUSINESS
Data Patterns: Can it deliver in the long run?
The defence solutions company is focusing on complete systems to grow its addressable market
BUSINESS
GRSE: Strong order pipeline, expansion into greenfield ventures to support future growth
The company is set to benefit from ongoing project deliveries and is aggressively bidding for new orders
BUSINESS
Defence stocks call for optimism -- with a bit of caution
Valuations continue to be strong, but the sector remains vulnerable to poor project execution and delays
BUSINESS
HAL: Is it all set to fly higher?
Large order pipeline and the expected resolution of GE engine availability to boost performance
BUSINESS
Mazagon Dock Q4: Execution, capacity expansion, order visibility hold out hope
The company’s focus remains on executing its existing orders and maintaining margins
BUSINESS
Hindalco: Should one look at this stock, post a strong Q4?
Downstream aluminium demand continues to be strong and the company is focusing on capacity expansion
BUSINESS
MTAR Technologies: Cautious guidance for FY26, but future upbeat
The company is optimistic about achieving revenue growth of 25 percent for the next three years. EBITDA margins are expected to improve from 18 percent in FY 25 to 21 percent in FY26.The company anticipates sequential improvement in EBITDA margins due to operating leverage and scale up in production
BUSINESS
Indigo — Will the airline’s performance continue to fly high?
Increased cancellations due to geopolitical tension likely to impact yields in Q1 FY26
BUSINESS
GAIL: A better transmission volume remains the biggest bet
The company is expected to capitalise on the growing natural gas consumption demand
BUSINESS
Tata Steel’s Q4 earnings take a hit from pricing erosion
Higher volume sales partly offset headwinds
BUSINESS
Coal India: A sequential rise in volume off-take in Q4 in an overall challenging year
Recent price increases, expected production growth, and other factors augur well for the current fiscal
BUSINESS
Jindal Steel and Power: Worth a look amid the volatile global backdrop?
There is a supply glut in China, and this has led to a surge in cheap Chinese steel entering India. While India’s 12 percent safeguard duty on imports may curb low-cost imports, it falls short of the stronger tariffs in other countries
BUSINESS
Will defence stocks be in focus post the Pahalgam terrorist attack?
The government may prioritise the implementation of key defence programmes
BUSINESS
BEL: Is the stock a good play on higher defence spending?
The company aims to capitalise on global export opportunities, leveraging its robust product portfolio
BUSINESS
Hindustan Aeronautics Ltd is fortifying its own defence
The focus is on execution and capacity expansion
BUSINESS
Will the steady rise in demand for domestic natural gas propel this stock?
GAIL looks to have financial headroom to execute energy infrastructure projects
BUSINESS
What do leading monsoon indicators suggest for this season?
Most forecasts indicate a low likelihood of an El Niño phase in the next three to five months, which should be good for the rural economy
BUSINESS
Bharat Dynamics: Strong execution drives growth amid margin pressures
The company’s robust order book, growing export potential, and aggressive capacity expansion plans underpin its long-term growth trajectory
BUSINESS
Hindustan Aeronautics: Execution strength, order pipeline to ensure growth
Anticipated contracts for LCA Mark 1A, Light Combat Helicopters, Advanced Light Helicopters and the like, and improving visibility stand the company in good stead
BUSINESS
How does oil supply dynamics shape up in the new world order?
Weak consumption trend can depress oil prices as supply is poised to increase
BUSINESS
Cochin Shipyard: Growth prospects brighten amid capacity expansion
The focus is on expanding capabilities to manage larger and more technologically advanced vessels
BUSINESS
Mazagon Dock Shipbuilders: Execution strength, order pipeline to ensure growth
The company’s focus remains on executing existing orders and maintaining margins
BUSINESS
Garden Reach Shipbuilders: Strong order pipeline to support higher valuations
The company has a strong earnings visibility and its execution track record is impressive
BUSINESS
MTAR Technologies: Strong earnings visibility, robust order pipeline to support valuation
Operating performance improved YoY in the third quarter but there was a sequential decline
