BUSINESS
Allied Blenders: Will premium products cushion the impact of rising costs?
Structural earnings story remains intact, but near-term environment a bit challenging
BUSINESS
Expansion drives growth, but execution will define winners in value retail
Store productivity and merchandising could emerge as key growth determinants
BUSINESS
Is the current ceramic crisis an opportunity for investors?
Supply shock, not demand slump is setting the stage for consolidation-led gains
BUSINESS
Radico Khaitan: Growth continues with further margin expansion
Premium products, market share gains, and cost benefits support higher margins, earnings visibility
BUSINESS
Baazar Style: a trending stock in the making in value fashion?
Store expansion and increasing private-label mix strengthen growth visibility
BUSINESS
DOMS Industries: Can capacity expansion keep the growth engine running?
The foray into related categories could support the next phase of growth
BUSINESS
GNG Electronics: Is this a cyclical spike or a structural reset?
Memory tightness is expanding the price gap between new and refurbished devices
BUSINESS
PNGS Reva IPO: Too costly to afford?
Legacy-backed diamond franchise, but COCO transition and stretched valuation cap near-term comfort
BUSINESS
MapmyIndia: Government project delays drag Q3 FY26, order book offers comfort
Quarter impacted by govt project deferments, but strong order book growth and IoT momentum provide medium-term visibility.
BUSINESS
Lenskart Q3 — Execution is clear, valuation still demanding
The third-quarter performance confirms that the company has entered a structurally stronger phase where growth and profitability are improving together
BUSINESS
V2 Retail Q3: Scaling up without losing momentum
Demand remains strong, new stores are doing well, and funding is in place for the next phase
BUSINESS
Will the new US-Bangladesh trade deal punch a hole in Indian textile designs?
From cotton and yarn to garments, India’s competitiveness in the American market faces a renewed stress test
BUSINESS
Carysil Q3: Benign raw material costs drive margin expansion
Margin-led earnings recovery, tariff relief to drive realisation upside from Q4
BUSINESS
Can this old music catalogue company still drive growth?
Content-led growth sustains revenue momentum aided by strategic IP investments
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
