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
BUSINESS
GST Reforms: Who wins big in the textile market shake-up?
The rate cut should lower procurement costs, improve cost efficiency, and enhance operating margins
BUSINESS
Can V2 Retail sustain its growth in value fashion?
Aggressive store additions, expanding margins, and improving return ratios underpin growth visibility
BUSINESS
Is this dairy player nourishing enough for portfolio addition?
Weak summer demand and higher procurement costs dented Q1 margins, but Africa growth and diversification into eastern and western India keep the structural growth story strong
BUSINESS
Page Industries: Margins hold strong, but growth lags
Volume recovery rather than margin resilience to determine the stock performance going forward
BUSINESS
Growth momentum, strategic expansion to drive DOMS
Near-term costs like employee additions, distribution spends, and inorganic integration may weigh on margins, but backward integration and scale efficiencies should cushion profitability.
BUSINESS
MapmyIndia: Growth visibility improves with margin traction in Q1 FY26
Despite subdued performance in the IoT segment due to restructuring, the company saw continued traction across fintech, logistics, public sector, and automotive verticals.
BUSINESS
All Time Plastics IPO: Should this flotation be on investors’ radar?
The company is operationally strong, has a sound setup, and trusted by clients
BUSINESS
Growth continues at Baazar Style Retail with margin support
With strong execution, growing private label contribution, and a clear focus on high-return expansion, the company is structurally positioned for long-term growth in the organised fashion retail space.
BUSINESS
Will Saregama’s content-led strategy drive the next phase of growth?
The company delivered a steady Q1FY26, confirming its leadership in the monetisation of entertainment IP
BUSINESS
Swiggy Q1 FY26: Steady performance, but profitability remains a concern
Near-term focus of the company shifts to driving efficiency and narrowing losses
BUSINESS
Aditya Infotech IPO: Big vision, bigger valuation — Should you bet on it?
Heavy dependence on imported raw materials and exposure to Chinese component supply are key concerns
