co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
Though core projects lagged, other segments supported the growth momentum
The company is tweaking its business mix and expanding global presence
Capacity expansion and export momentum support long-term growth visibility
Record volume, margin expansion drive Q3 performance
Profitability gains in core categories and early traction in adjacencies enhance earnings visibility
There is an elevated risk of unwinding of yen carry trade
DCB Bank posts its best-ever quarterly profit, guides for sustained margin expansion and higher ROEs, and still trades below 1x FY27 book — re-rating story remains intact.
The management commentary highlights subdued demand, elevated competitive intensity, and a gradual path to growth momentum
Sell-off casualties with comeback potential — A curated list of stocks by Moneycontrol Research
Revenue momentum remains strong, led by pricing growth and high single-digit underlying volume growth
High-growth food and ready-to-drink segments outperform, with healthy margin recovery
Key Indian export sectors to benefit include textiles, leather, gems & jewellery, pharma, EMS, and chemicals
Tariff cuts favour niche luxury imports, not mass-market competition
Steady execution, disciplined costs, and deposit momentum keep the bank on track
The management expects price hikes to sustain, supported by stronger seasonal demand and the reimposition of safeguard duties
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 growth strong, NIMs improving, asset quality getting better
Expanding business growth, sector tailwinds, stable asset quality, and merger benefits augur well for the NBFC
Business growth is yet to regain vigour, while asset-quality pain lingers
Sustained earnings, backed by higher growth, better product mix could trigger a valuation re-rating
Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers
The company navigates disruption to deliver growth, gain share, and reinforce its long-term growth engine
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
Mazagon Dock Shipbuilders has earnings visibility, shipbuilding expansion plans, and strong orders in hand
The airline’s operations have largely stabilised, post the disruption
