Moneycontrol Research

Zensar – Is the weakness in the stock an opportunity?

Near-term business challenges cannot be ruled out

Cera Sanitaryware – Quality business facing growth headwinds

The company is optimistic about a recovery and is aiming for a 10-12 percent growth in revenues during the second half

INOX India: Stars align for the earnings cycle

The company is benefiting from a mix of strong execution and meaningful progress in new verticals such as hydrogen, semiconductor-related equipment, and beverage kegs

SP Apparels: Q2 numbers buck the industry trend

The garment exporter delivered quietly when the entire sector was facing the US tariff impact

Apeejay Surrendra Park Hotels: Growth to accelerate in H2

Rising income levels, improved infrastructure and connectivity, and the development of new tourist spots are expected to sustain healthy demand

VIP: Can investors bet on a turnaround?

The business strategy of the new owners is key to the company’s future performance

Can V2 Retail become a national player?

Consistent performance and scalable format position V2 for a credible national growth expansion

Tata Motors: Can it defend CV leadership amid rivalry?

Margin expansion sustained through scale benefits and cost rationalisation

Sudeep Pharma IPO: A pricey play on opportunity in drug raw materials

The company’s RHP mentions that more than 80% of the excipients used in India are imported, with China being a major supplier. This underlines a significant opportunity for import substitution

Safari Industries — Maintaining leadership amid hyper competition

The luggage-maker put up a strong show in Q2 with decent volume growth, stable realisation, margin improvement, and an overall better outlook for the second half

Sky Gold and Diamonds: The outlook is in a bright spot

A reduction in working capital and increased profitability would mean SGDL is likely to turn operating cash flow positive by FY28

Growth levers in place for this financial services player

ABCL is poised to maintain growth momentum with a sustainable business model

Va Tech Wabag eyes margin stability and faster execution in FY26

Future-energy wins, asset-light execution, and a healthy order book to fuel growth

Pearl Global: Growth amid tariff turmoil, disruptions

Comprehensive business model offering multi-country, multi-product solutions may reduce impact of tariff

Is Concor a good long-term bet?

The company's business moat and solid fundamentals ensure strong long-term growth potential

Excelsoft IPO: Is this SaaS play worth a subscription?

The company is well placed to benefit from the digitisation tailwinds in the education sector

Why did markets give a lukewarm response to a decent Q2, ruling party’s electoral success?

Near-term upside possibility notwithstanding, the medium term concern about the Indian market is more structural

HEG: Why we remain constructive on this graphite player

Among the key factors to watch are a demerger of HEG Greentech, the demand-supply balance of steel and graphite electrodes in China, and the steel industry utilisation levels in the US

Max Healthcare Q2 FY26: Improved valuation comfort

The company plans to double its capacity in 4-5 years

RateGain – Should the outsized acquisition be the key draw for investors?

The rally in the stock in the past four months captures much of the optimism about the large inorganic move

LG Electronics India Q2: One-off demand disruption not to affect the core thesis

Strong industry tailwinds, leadership position, and export potential to support growth

Marico Q2 FY26: Strong top-line growth; margin pressure to ease

The company has a diversified growth agenda and its execution capabilities are strong

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

Hero projects industry growth of 8-10% in the second half of the year. For FY26, the company has maintained its earlier guidance of 6-7% growth, indicating steady underlying demand

Tata Motors Passenger Vehicle: PV picks up speed while JLR falters

JLR’s operational disruptions and global macro headwinds continue to cloud earnings visibility