Moneycontrol

Weekly Tactical Pick: Why this consumer company is in a sweet spot

Focus on premium products despite weak summer season. Also, revival in kitchen appliances will be a key growth driver

TCS Q2 FY26 – What does the pivot to AI mean for investors?

There could be relief rally, but the IT major is unlikely to come out of its sluggish growth phase in a hurry

Canara Robeco AMC IPO: Should investors bet on it?

With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among the peers

Aditya Birla Lifestyle Brands: Why this apparel player merits attention

The company, with minimal capex requirement and a healthy cash flow generation, plans to be debt-free over the next three years

Can Q2 FY26 earnings bring back FIIs to Indian markets?

The fiscal and monetary measures announced this year could help companies overcome challenges

Titan Company: Growth momentum sustains in Q2 FY26

The jewellery business would continue to benefit from the market shift towards the organised segment, led by favourable regulatory factors and healthy network expansion by the company across brands.

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

Cement Q2 earnings preview: Extended monsoon, policy transition to weigh

UltraTech Cement and Dalmia could be key beneficiaries owing to their cost leadership and strong balance sheets

NMDC: Riding on strong steel demand, better pricing

The iron ore market has seen a steady upturn from the lows of July, with production and sales rising strongly, and the company’s near-term growth outlook appears quite good

Is recovery in sight for ZF Commercial Vehicle?

The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments

LG Electronics IPO: Is this the right time to invest in a trusted consumer brand?

Leading player with strong financials available at attractive valuations

Shringar House of Mangalsutra: Will the stock sparkle?

SHOML has most of the reputed jewellery chains as its customers and is targeting to increase the share of business with them.

FMCG Q2 FY26 Update: GST cut, urban demand revival to aid growth

Easing inflation, tax impetus to drive consumption growth

Tata Capital IPO is priced reasonably, but should investors subscribe to it?

The company is well-positioned to command a valuation premium, given its strong parentage and the market’s bias towards quality names in the financial services space

Will banking stocks react to a tepid Q2 FY26?

A pick-up in demand, along with fiscal and monetary measures, to support credit growth

September auto sales: From slowdown to surge

Robust festive demand and GST impact drive growth across segments

WeWork India: Can the IPO ride the flexible workspace growth wave?

The company has emerged as a frontrunner in the flexible workspace segment

Bharat Dynamics: Strong order book fuels growth

The company is expanding capacity as export opportunities grow

Is this the unexpected Navratri gift of RBI to banks?

Further easing of the regulatory environment to boost the performance of lenders

Why is RBI dovish despite being optimistic on growth?

By holding rates, the RBI has effectively kept its options open to respond should tariff disruptions persist and pose downside risks to growth

eMudhra Q1 FY26: Opportunity has three faces

Stable growth, steady profitability, and recent correction offer promise

SBFC Finance: How justified is the valuation of this stock?

It is well-positioned to seize the big market opportunity in the SME space

SRF: Safeguards against China’s dumping provide a cushion

The global phase-down of HFCs and the imposition of ADDs are expected to keep realisations from refrigerant gases firm. The near-term domestic demand trigger is the mandate for in-cabin ACs for commercial vehicles.

Endurance Tech: Expanding horizons at reasonable valuation

As of FY25, there are about 1.5 crore two-wheelers below 125cc engine capacity without ABS and the company expects to capture at least 25% of this incremental market opportunity