Moneycontrol Research

China’s curbs on rare earth magnets: Risk or rare opportunity for auto stocks?

Though there’s risk of Indian automotive production coming to a halt, the issue is unlikely to snowball into a major crisis

HEG: Industry-wide consolidation augurs well for the pricing dynamics

Trump’s escalation of tariffs on steel products is a key near-term watch

PG Electroplast – Early monsoon dampens short-term outlook

Record performance in FY25 with broad-based growth across key business verticals

Mrs Bectors Food Specialities: Will it resume industry leading earnings growth?

MBFSL is accelerating new product launches (with a focus on premiumisation) which would remain the key growth driver

IRCTC – Should you board a slow train?

Though uninspiring, the earnings trajectory is likely to be more predictable than many domestic companies

Rural demand, exports drive auto industry growth despite slowdown in some segments

Although PV sales remain subdued, two-wheelers, tractors and commercial vehicles offer resilience, with the promise of better times ahead

Ion Exchange: Why you should look at this company despite disappointments in FY25

A strong order book, global chemical opportunities, and prudent cost management offer earnings visibility

Lemon Tree Hotels: Better occupancy, room rates drive performance

The demand momentum remains strong and LMNT has lined up aggressive inventory addition plans.

Mazagon Dock Q4: Execution, capacity expansion, order visibility hold out hope

The company’s focus remains on executing its existing orders and maintaining margins

Cummins rides on global tailwinds despite Q4 blip

The company has enough headroom to scale up operations without additional capex

Sky Gold and Diamonds: Is sky the limit?

SGDL continues to gain market share led by the broadening of product offerings, exclusive designs for consumers as well as gaining new consumers both in the domestic markets as well as exports.

Can this home textiles player withstand the heat of US tariff uncertainty?

Margin softness and tariff disruptions challenge near-term visibility, but brand-led growth and the UK-FTA opportunities offer medium-term support

Bajaj Auto Q4 FY25: Is it time to hitch a ride?

The company’s progress in the EV space and a strong export market should fuel growth

Landmark Cars: Urban slowdown, new stores act as speed breakers

A slew of new products by partner OEMs should fuel growth going forward

Weekly Tactical Pick: Rural focus to benefit this FMCG major

The early onset of monsoon will drive growth, backed by Dabur’s market leading brands

SP Apparels: A major gainer from India-UK FTA

The FTA with the UK and the China and Bangladesh plus-one opportunities are likely to boost medium-term growth

LIC – Business performance lacklustre, but the stock surges

Top line flat and the insurer loses market share in FY25; valuation attractive

NTPC: Execution lags, but strong pipeline, subsidiaries support growth

The power utility is in a crucial transition phase and the stock looks undervalued

Concor: Another soft quarter, but long-term potential remains intact

To boost market share and fuel long-term expansion, the company is ramping up infrastructure

V2 Retail: Can fashion flourish in semi-rural India?

Record-breaking profits, rapid store expansion, and agile inventory control make V2 Retail a scaleable and profitable retail force in Tier 2 and Tier 3 cities

Blue Star: Unseasonal rains, high inventory may impact near-term performance

A weak start to the summer, with sales growth in April much lower than expectations

Galaxy Surfactants: A business with a strong defensive profile

The pricing trajectory of fatty alcohol is a key factor to watch

India Inc to benefit from Aatmanirbharta goal in stealth aircraft procurement

The AMCA is designed to fill a gap in India's air force, which currently lacks a fifth-generation stealth fighter. The opening up of the field for private companies should lend impetus to the programme and to indigenous capabilities

Is Bharat Forge stock poised for re-rating?

As export challenges persist in its core auto business, the company is strategically reallocating resources towards the defence, e-mobility, and aerospace growth engines