BUSINESS
Where is the value for investors in consumer tech?
Improving unit economics, operating leverage, and capital discipline are increasingly shaping returns as the sector moves beyond scale-led growth
EARNINGS
Can Baazar Style Retail keep growing at this strike rate?
Growing private-label segment, improving operating discipline, and steady expansion keep the company on a strong growth trajectory
BUSINESS
Wakefit Innovations IPO: Is it a profitable proposition for investors?
Valuation looks expensive though the company is poised for growth
BUSINESS
Meesho IPO: Will the online platform offer value to investors?
India’s e-commerce market, currently worth Rs 6 lakh crore, is projected to grow to Rs 15-18 lakh crore by fiscal 2030. The majority of new shoppers will come from Tier 2 markets and beyond. These augur well for the company
BUSINESS
Can Dodla Dairy maintain its growth momentum?
Shift to higher-margin VAP and disciplined procurement strategy are enhancing earnings and expanding multi-region growth potential
BUSINESS
Can V2 Retail become a national player?
Consistent performance and scalable format position V2 for a credible national growth expansion
BUSINESS
Excelsoft IPO: Is this SaaS play worth a subscription?
The company is well placed to benefit from the digitisation tailwinds in the education sector
BUSINESS
DOMS: Strong volume growth; capacity expansion on track
Incremental capacity expansion at the Umbergaon facility will aid growth in the scholastic segment as manufacturing constraints ease
BUSINESS
Physics Wallah IPO: Is the EdTech growth lesson worth betting on?
The company’s expansion story is encouraging, but profitability and valuations remain a concern
BUSINESS
Saregama Q2: Can a stronger content pipeline translate into growth?
The company posts a steady performance in Q2FY26
BUSINESS
Pine Labs IPO: Should investors bet on it?
The company is a high-quality play on India’s accelerating digital-commerce infrastructure story
BUSINESS
Urban Company Q2 FY26: Growth intact, but margins under pressure
The company’s strong brand equity, loyal customer base, and vertically integrated control over training and fulfilment position it well to benefit from the growth in the home-services market.
BUSINESS
Swiggy Q2FY26: Growth intact, losses narrowing
With the heavy infrastructure creation largely complete, Swiggy’s focus has shifted to enhancing store productivity, optimising fleet costs, and executing its profitability roadmap.
BUSINESS
Lenskart IPO: There’s a clear vision, but valuation appears blurry
India’s largest organised eyewear retailer has built a compelling omni-channel model and is well-positioned to benefit from market formalisation
BUSINESS
Eternal: Can it maintain speed without losing grip on profitability?
Strong top-line growth driven by Blinkit, food delivery business steady on margins. Working capital intensity and profitability remain key watchpoints.
BUSINESS
LG Electronics: The consumer giant arrives on Dalal Street -- What’s next?
After a stellar market debut, attention now shifts from the hype of listing gains to the harder question about valuations and growth
BUSINESS
Q2 FY26 Update: Demand, store expansion fuel strong growth for value fashion retailers
Policy tailwinds, rural revival, and disciplined expansion to drive growth in value retail segment
BUSINESS
LG Electronics IPO: Is this the right time to invest in a trusted consumer brand?
Leading player with strong financials available at attractive valuations
BUSINESS
eMudhra Q1 FY26: Opportunity has three faces
Stable growth, steady profitability, and recent correction offer promise
BUSINESS
Heritage Foods: A compelling play on premium dairy items, GST reforms
Expanding VAP contribution and ice-cream capacity position HFL for operating leverage-led earnings acceleration
BUSINESS
Jinkushal Industries IPO: A low-margin exporter at a high-multiple valuation
The IPO proceeds to be used to meet operating needs rather than for progression
BUSINESS
Cantabil Retail India: Is steady execution turning into growth visibility?
Revenues showed healthy growth, while margins remained steady
BUSINESS
Urban Company IPO: Can a sticky business model offset thin profits?
For long-term investors, the flotation offers a differentiated way to participate in the formalisation of India’s home-services market
BUSINESS
What GST rate cuts for the ‘Common Man’ mean for consumer categories, companies
GST rationalisation strengthens the consumption story by boosting affordability, accelerating the shift to organised players and creating volume-led earnings tailwinds
