Moneycontrol Research

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

PNB Housing Finance Q2 FY26: Resilient show amid leadership setback

Growth rebound story at a reasonable valuation

Waaree Energies: Why is profit booking the smart play, post-Q2 earnings beat?

Earnings are expected to taper off in the medium term due to intensifying market competition

Dr Reddy’s: Is the weight loss drug the next big opportunity?

The company plans to launch the injectable version of Semaglutide in a number of countries, starting with Canada in January 2026. India and Brazil will follow

Cyient Q2 FY26: The outlook remains uncertain

Q2 shows modest improvement in operations while profitability and segmental performance remain variable

Kotak Mahindra Bank Q2 FY26: One of the best long-term portfolio stocks?

With the economy looking up, the bank seems ready to ride the upcycle

Polycab stays on growth track in Q2 FY26, robust demand, margin gains play ball

The company’s strong rebound in the FMEG business and outperformance in W&C continue

UltraTech Cement: Strong franchise, steady growth outlook

The government's move to cut GST on cement is a major uplift for infrastructure and real estate sectors. It will lower construction costs, generating strong demand for both new and existing projects