Moneycontrol Research

eMudhra Q1 FY26: Opportunity has three faces

Stable growth, steady profitability, and recent correction offer promise

SBFC Finance: How justified is the valuation of this stock?

It is well-positioned to seize the big market opportunity in the SME space

SRF: Safeguards against China’s dumping provide a cushion

The global phase-down of HFCs and the imposition of ADDs are expected to keep realisations from refrigerant gases firm. The near-term domestic demand trigger is the mandate for in-cabin ACs for commercial vehicles.

Endurance Tech: Expanding horizons at reasonable valuation

As of FY25, there are about 1.5 crore two-wheelers below 125cc engine capacity without ABS and the company expects to capture at least 25% of this incremental market opportunity

Summer Washout: Can Voltas recover the lost momentum?

Lower prices after the GST cut, pent-up demand, and festive season sales should support growth

KPIT: Steady show, macro overhang remains

The company acquires Caresoft and partners with JSW, thus increasing its global footprint

Heritage Foods: A compelling play on premium dairy items, GST reforms

Expanding VAP contribution and ice-cream capacity position HFL for operating leverage-led earnings acceleration

IKS Health – Why you should look at this healthcare BPO, post correction

The company’s core business is largely insulated from technology disruptions

What does the new US tariff salvo mean for Indian pharma?

The diktat could be positive for local generic drug companies

Weekly Tactical Pick: This housing finance company is set to gain from the falling rate environment

Given the healthy and steady state of return ratios, a strong parentage, and sectoral tailwinds, the LICHF stock is poised for a re-rating

Pace Digitek IPO is a play on energy storage opportunity

The company seems to be geared up for opportunities in the energy storage space. It aims to double BESS capacity to 10 GW in the next two years. It's also bidding for tenders in this space

Should one look to buy the oversold IT stocks, post Accenture’s in-line report?

A re-rating of the sector as a whole looks unlikely till there is a new technology cycle with meaningful earnings visibility

TruAlt Bioenergy IPO: Opportunity knocks, but caution warranted

The company has shown remarkable growth in a short period, emerging as one of India’s largest ethanol producers with robust financial performance. However, that’s not enough to call it a sure bet

Jinkushal Industries IPO: A low-margin exporter at a high-multiple valuation

The IPO proceeds to be used to meet operating needs rather than for progression

Mazagon Dock: Margins under strain, but order book shines

With higher capex and additional capacities, the chances of improvement in execution are high

Jain Resource Recycling: Will the IPO funds accelerate exports?

The company’s global recognition, forward integration, and conservative financial management lend credence to its growth story

HEG: Will it benefit from the shift in China’s policy stance?

The anti-involution policy of China, which aims at curbing excessive competition among companies and reducing overcapacity, augurs well for HEG

Epack Prefab IPO: A story of efficiency, speed and technical prowess

Company is an interesting opportunity in the building materials industry

Seshaasai Technologies IPO: Does it offer a distinctive investment opportunity?

As the fintech space is constantly evolving, execution remains a key determinant for growth

Jaro Institute IPO -- Betting on the growth in education?

Strong EBITDA margin but scalability remains a challenge for a company with premium programmes

Solarworld IPO: Can this light up you portfolio?

Robust order book, strong customer relationship to support growth

Anand Rathi Share and Stock Brokers IPO: Should investors subscribe to it?

While the company has carved out a niche for itself in the broking segment, it remains a relatively smaller player in the broader industry space

Atlanta Electricals: Should investors plug into this IPO?

The company is riding on capacity expansion and strategic acquisitions

Why investors can give Ganesh Consumer IPO a miss

The lack of portfolio and geographic diversity could influence growth plans

Will the Indian IT sector crumble under the new H1B visa guidelines?

Though the reliance on H1B is coming down, there are other headwinds to be tackled