BUSINESS
Meesho: Q3 growth intact, but profitability still a question
Order momentum, cash generation remain strong as logistics investments temper margins
BUSINESS
The beneficiaries of India’s Budget push to support data centres
Long-term tax certainty strengthens India’s data centre investment case leading to better opportunities for hyperscalers, cloud service providers and equipment suppliers
BUSINESS
India’s textile sector gets a structural push in Budget 2026-27
Integrated parks and policy continuity may help organised players to grow faster
BUSINESS
Swiggy Q3 FY26: Strong growth, profitability still a challenge
Food delivery fires on all cylinders as Instamart still remains loss making
BUSINESS
Urban Company Q3: Strong growth, but profitability hinges on execution
Though Q3FY26 saw s strong performance, elevated investments in InstaHelp, rising capital intensity, and emerging regulatory overhangs continue to temper near-term earnings visibility
BUSINESS
Eternal: Is profitability catching up with scale?
Q3FY26 reflected a clear shift from scale-led expansion to execution-driven profitability, although rising capital intensity and competitive behaviour remain key factors to watch
BUSINESS
Can the Budget extend India’s consumption upcycle?
Personal income tax restructuring and GST rate rationalisation have lifted consumer sentiment. However, fiscal credibility remains important for anchoring inflation expectations and sustaining investment flows
BUSINESS
GM Breweries Q3 FY26: Margin adds a kick to the quarterly show
Steady volumes and disciplined execution drive operating leverage surprise
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
