Moneycontrol Research

Delhivery: Execution strong, but upside potential limited

The logistics company is poised to capture a larger market share

Home First: What should investors do after the stake sale by promoters?

Growth momentum, asset quality to drive stock upside

Weekly Tactical pick: Why should you buy the SAMHI Hotels stock?

The company stands to benefit from better connectivity as well as increasing exhibitions and conferences

Fear or the strength of fundamentals — What matters more for markets?

A historical analysis of how geopolitical shocks actually impact oil, gold, and global equities

Apeejay Surrendra Park Hotels: Why you should consider this stock

Recently, ASPHL added inventory through acquisitions as well as through leases and management contracts which improves growth visibility

Is the worst of tariff uncertainty over for this textile exporter?

Pearl Global Industries has a comprehensive business model, offering multi-country, multi-product solutions that may help reduce tariff impact

Which beaten down stocks merit attention as war risk premium spikes?

Market corrections are throwing up selective opportunities in fundamentally strong Indian stocks

Sedemac Mechatronics IPO: Strong technology, stretched valuation

Sedemac designs and builds electronic control units that go into engines and power systems in vehicles and industrial equipment; it has a strong position in India’s genset controller market

GNG Electronics: Is this a cyclical spike or a structural reset?

Memory tightness is expanding the price gap between new and refurbished devices

What does the Middle-East conflict mean for Indian markets?

A Strait of Hormuz disruption could push up crude, widen India’s trade deficit, stoke inflation, and test markets even as escalating conflict may offer tactical entry points

A fabulous February for the auto sector

Strong February sales, resilient demand across segments, and exports indicate that the momentum will be sustained

Which housing finance stock is worth a bet?

Aadhar Housing Finance is a long-term play on structural tailwinds, with a growing focus on emerging opportunities

Crompton Greaves Consumer: Building the next growth engine -- beyond fans

Premium products, pricing discipline, and new-category entry driving medium-term earnings visibility

Mazagon Dock: Navigating a high-growth trajectory

Over the medium-term horizon, the company is targeting an ambitious order book milestone of Rs 1 lakh crore

Weekly Tactical Pick – Is it the right drink for investors?

Seasonal tailwinds, improved mix, and expanding international presence to drive growth and margins

HEG: Likely to benefit from easier trade ties with US

Riding the steel upcycle, HEG’s cost edge and US tailwinds should power the next growth phase

AI-led IT sell-off – Time to avoid or double down?

As AI upends the labour-arbitrage model, Indian IT faces its toughest reinvention yet

Aptus Value: Business moats, strong execution capabilities to drive valuation

Deeper branch penetration and a shift towards higher-ticket loans, and improved productivity will remain key growth levers

ABB India: Can it defend its valuation, riding on order surge?

The sharp acceleration in order inflows and improving demand visibility suggest that the phase of subdued growth and margin compression could be nearing an end

CEAT: Demand revival meets margin risks

Volume tailwinds build pace, but input cost pressures test margin durability

Omnitech Engineering IPO: A hidden backbone of industrial precision?

Omnitech is a precision engineering manufacturer powering energy, automation, and industrial systems

Can Safari win in a hyper competitive luggage market?

Market share of the luggage maker improves amid rising competitive intensity

PNGS Reva IPO: Too costly to afford?

Legacy-backed diamond franchise, but COCO transition and stretched valuation cap near-term comfort

Cement Sector Review: Operational resilience amid rising input cost

Volume growth steadies the sector as price hikes aim to offset rising energy costs

Yes Bank: Is it time to say yes after its long underperformance?

The bank’s recovery gathers pace, but 1% RoA remains the key trigger for rerating