Moneycontrol Research

Rural push, SUV surge keep Hyundai on track

Lower volumes due to weak domestic sentiment weighs on performance

Hindalco Industries – Execution, strategic expansion key growth levers

Resilient Q1 with strong India operations and record downstream performance

PG Electroplast Q1 – Inventory overhang casts a shadow

The company has cut capital expenditure for FY26 to Rs 700-750 crore from Rs 800-900 crore, considering the near-term pressure on cash flows and working capital

Zydus Lifesciences: Time to accumulate the stock?

Tariffs pose a near-term risk. However, Zydus’s focus on novel drugs and the foray into medical devices are key moves to watch

Blue Star: Near-term pressure from weak summer, medium-term drivers intact

The projects business helps achieve a modest growth in revenues as RAC demand takes a hit

Protean: What should investors do after the sharp fall?

Not winning the PAN 2.0 mandate has materially increased medium-term earnings risk

Lemon Tree Hotels: Robust performance; gearing up for next growth phase

Over the long term, LMNT plans to strengthen its presence in India’s mid-market hotel segment, aiming to scale up to 30,000-40,000 keys

Data Patterns: The stock show is dependent on order execution

The company posted a weak quarter but expects to do better, going forward

Cholamandalam Investment: Is the valuation justified?

Margin expansion expected in FY26, backed by lower funding cost

Tata Power: Betting on renewables, execution strength

The company has multiple levers to power growth

Cummins India: Execution, diversification, innovation drive earnings resilience

Investments in capacity, digitisation, and new product development—particularly in clean and hybrid energy systems—suggest that growth momentum will continue

Treasury gains propel SBI profit in Q1 FY26

The bank’s valuation remains the main attraction

Bluestone Jewellery and Lifestyle IPO: Will it shine on the bourses?

The company is not profitable at the moment and may continue to make losses in the near term

Sai Life Sciences: Strong start keeps CDMO business in the lead

India’s limited share in the CRDMO market presents strong headroom for growth

Potholes on the path, but Tata’s long drive is not over

While the management remains confident about the business, declining margin remains a concern

Weekly Tactical Pick: A defensive bet with improving visibility

The stock correction offers value, as the capex cycle picks up and long-term transmission outlook stays strong

KIMS: Mixed performance in Q1, but growth story remains resilient

Future growth to be fuelled by several catalysts, and it could emerge as a stronger player in the healthcare space

Titan Company: Jewellery, non-jewellery both add to the shine

Titan continues to gain market share in the key jewellery business. The ramping up of the international jewellery segment and the non-jewellery business remains an additional growth trigger

Godrej Consumer Q1 FY26: Sustained growth, stable margins on the cards

Easing palm oil prices, strong innovations will drive sequential volume growth

Pidilite Q1 FY26 holds it all together with an all-round beat

Underlying volume growth continues to remain strong

MapmyIndia: Growth visibility improves with margin traction in Q1 FY26

Despite subdued performance in the IoT segment due to restructuring, the company saw continued traction across fintech, logistics, public sector, and automotive verticals.

Hero MotoCorp Q1 FY26: Revenue dips, but margin in grip

Q1 performance in line with expectations; the demand outlook is strong, and the stock valuation is attractive

Why Indian exporters may not succeed in offsetting the potential US loss

Even as it faces a trade war with the US, China’s share in global exports has increased over the years. For India, replicating this story will not be easy

Can Trump’s tariff threat derail India’s vision of Viksit Bharat by 2047?

While a 25 percent tariff significantly undermines the viability of trade with US, a 50 percent tariff will effectively kill it