NTPC: Renewable push offsets muted generation in core standalone power business
The company continues to pursue its long-term growth strategy, focused on clean energy, capacity addition, and operational diversification, while maintaining execution efficiency and investment momentum.
Cipla: Emerging markets to lead growth in the near term
Distribution collaboration with Eli Lilly for Mounjaro is a key factor to watch
Havells Q2 FY26: Limited improvement as demand stays soft
ECD and Lloyd dimming the outperformance of wires and cables
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.
Hyundai races towards sustainable growth
New products and cost efficiency to support future performance
Dabur Q2 FY26: Bottom line continues to outpace top line growth
Promising rural consumption, urban demand recovery are principal growth drivers and help to sustain market share
Radico Khaitan Q2: Volumes, margins trending upwards
Changing consumer lifestyles and evolving tastes to help the liquor maker’s growth
Weekly Tactical Pick: Why should investors check into this hotel stock?
ASPHL is adding inventory at a healthy pace and has a strong balance sheet with zero net debt
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
ITC Q2 FY26: Core performance aids profit beat
Stable tax regime, consumption boost, easing cost pressure to aid growth, profitability
CAMS – Healthy Q2, but emerging headwinds warrant attention
Given the strong tailwinds in the MF industry, the stock could be a long-term compounder
Ixigo Q2 FY26 – Growth moderates, long-term focus bolstered by capital raise
Sector-specific headwinds in airlines and railways as well as one-time ESOP charges impacted quarterly numbers
Larsen and Toubro: Healthy earnings outlook, but valuations limit upside
The company is entering a new phase, expanding and consolidating its technology-led ventures to complement its established strengths in engineering, construction, manufacturing, and project management.
Varun Beverages: Stock surges on resilient quarterly show, new category additions
Decent performance in a seasonally weak quarter, but most importantly, the alcohol beverage foray will be a key pivot
Studds IPO: Ready for a market ride
Strong distribution network, push for premium products support expansion plans
Premier Energies Q2: Solar cell capex to further strengthen business moat
Foray into allied segments likely to support growth, going forward
Mazagon Dock: Roadmap ready for growth
With a strong pipeline of projects, the company is investing in a new shipyard to expand capacities
Fed chair’s commentary on inflation risk augurs well for equities
Outperformance of Indian equities on the cards, but USD/INR may remain rangebound
LTIMindtree – Can it maintain its outperformance?
Robust deal wins, strong execution, continued operational efficiencies and investment in AI are positives
Orkla India IPO: Can it spice up your portfolio?
The packaged food industry is poised for healthy growth, and, with a strong balance sheet and cash generation, OIL is well placed to accelerate growth.
SRF: Chemicals business to remain key driver
While agrochemicals pose challenges due to the imports from China, order deferment, and US tariffs, off-take for new agro products, along with better realisations for refrigerants, should be helpful
Mahindra Finance Q2 FY26: Strong growth, higher margins boost profitability
Valuation re-rating hinges on cyclical recovery in the core segment
TVS maintains momentum in Q2 FY26
Robust quarterly performance sets the stage for continued growth in H2
360 ONE Wealth: Steady Q2 earnings, best proxy for the rising affluent class
Strong business fundamentals and visibility of earnings growth justify the rich valuation
