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
ICICI Pru AMC’s faster AUM growth, steady market-share gains, and superior core profitability are driving a clear valuation premium over HDFC AMC—despite HDFC’s stronger equity mix.
Along with enhanced capital expenditure, we expect the government to announce incentives for sector-specific industries, which would crowd in private investments and sustain the high growth momentum
The management intends to scale up the business through capacity additions, geographic diversification, cost optimisation, and potential inorganic growth opportunities
As the US revives a modern-day Monroe Doctrine, geopolitics, commodities, and capital costs are reshaping the global market playbook.
Strong growth and resilient margin, partially aided by AI tools and the momentum in order inflows
Demand momentum is expected to remain strong and ITCHL has a healthy inventory pipeline
The specialty chemicals business was weaker than last year as there was continued deferment of agro product purchases by global majors, along with pricing pressure from Chinese competitors.
Growth recovery, stable asset quality, and improved product mix can trigger valuation re-rating
Quarterly performance reflects both progress and prudence
The company has solidified its presence in the parcel delivery market through a capital-efficient business model
Robust deal wins, strong execution, operational efficiencies, and AI opportunities augur well for the company
As per the scheme, the graphite electrode business will be demerged into a new entity called HEG Graphite Ltd, which will eventually be renamed HEG. The residual business would be later renamed HEG Greentech Ltd
ECD segment and Lloyd disappoint. Higher raw material costs lead to margin pressure
