The outlook presents a mix of cyclical recovery and structural moderation
Quarter impacted by govt project deferments, but strong order book growth and IoT momentum provide medium-term visibility.
With the ramp-up of the new steel ware plant which started production last quarter as well as the integration of Cello-branded writing instruments, CWL expects growth to pick up from Q4
The long-standing relationship of Galaxy Surfactants with MNC customers and technical prowess for multiple formulation lines of different value chains can help it navigate the reformulation challenge
Consolidated financials reflect stable execution, margin expansion, and disciplined cost control
The company’s investment in biologics and new modalities is promising. While some of these facilities should start contributing to the bottom line in the near term, the balance sheet remains strong with net cash of about Rs 900 crore
The company is benefitting from EV adoption, content expansion, strong global OEM ties, and geographic and product diversification
With a sharp increase in gold prices and the consequent need for funding inventory as well as consumer shift towards branded players, the jewellery industry is witnessing increased market share gain by players like SGL
The central bank unveils stricter rules for banks’ capital market exposure
In another three years, Astra Microwave anticipates massive order bookings of Rs 8,000-10,000 crore and sales exceeding Rs 7,500 crore, leveraging an expanding export focus and an addressable market of Rs 25,000-30,000 crore
The company is expanding aggressively and has a pipeline to add ~30,200 keys over the next few years
The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments
Bharat Forge is entering a structural transition phase, where defence and aerospace are evolving from optional growth levers to core earnings drivers, fundamentally reshaping the company’s medium-term trajectory
The company looks set to surpass its full-year gold loan growth target for FY26
Robust order book supports stable financial performance till the early 2030s
Long-term leadership intact, positioned for summer recovery and export acceleration
The company is betting on a business transformation and is guiding to a higher sales growth for FY27
The company has significant headroom to ramp up execution as new orders flow in
The prospects for custom synthesis businesses are getting better; valuation fair.
Capacity expansion, digital push power next leg of growth
The third-quarter performance confirms that the company has entered a structurally stronger phase where growth and profitability are improving together
Given the sharp increase in gold prices, Titan is light-weighting as well as introducing low-carat jewellery to retain price points, thereby sustaining growth
Well positioned to further enhance its operational performance and expand market share within the industry
The company’s growth is driven by auto and farm equipment segments
Order visibility and margin stability support sustained earnings growth