How should investors navigate the additional 25% US tariff jolt?
Equities are not cheap but if the penalty tariffs go into effect, then pockets of opportunity could arise. Here’s a guide on how to navigate these choppy waters
RBI maintains status quo, heightened external risks demand caution
The MPC would like to assess how India’s ongoing trade tension with the US evolves
Bosch Q1 FY26: Is the auto ancillary stock racing too fast?
Bosch is planning to strengthen its competitive position in the mobility sector and industrial technology. It is actively adding new components, particularly those catering to EVs and advanced electronics.
SRF: Chemicals support the performance chemistry
The chemical business grew 24 percent YoY, helped by volume recovery in agrochemical intermediates and improved off-take for the recently launched products
Berger Paints Q1 FY26 – Strong top-line numbers amid demand headwinds
The paint company is on track to gain market share despite intensifying competition
Bharti Airtel posts a strong quarterly show
Steady ARPU growth lifts the company’s Q1 performance across India and Africa
Thermax: Execution to rebound, green bets to drive future earnings
While Q1FY26 saw some execution slippages, the company is hopeful that the next few quarters could bring better growth and margins
TBO Tek Q1 FY26: Moderate start to the year, growth to recover from Q2
The upward momentum will sustain in the hotels business in FY26
Acutaas Chemicals: CDMO business outlook improves
The CDMO business appears steady and additional approvals of indications for the oncology drug – Darolutamide – add to revenue visibility. Further, another key contract is expected to commence from Q4 FY26
Growth continues at Baazar Style Retail with margin support
With strong execution, growing private label contribution, and a clear focus on high-return expansion, the company is structurally positioned for long-term growth in the organised fashion retail space.
Marico Q1 FY26: Top-line growth shines, margin pressure to persist
Growth, margin synergies in emerging businesses will drive profitability
IndusInd Bank – Will the new leadership pave the way for a rerating?
The bank faces the tall and arduous task of scaling up the battered business profitably
Federal Bank Q1 FY26 – weak quarter with reassuring guidance
The bank’s bid to improve the asset-liability mix, along with fees, should start delivering results gradually
Will Saregama’s content-led strategy drive the next phase of growth?
The company delivered a steady Q1FY26, confirming its leadership in the monetisation of entertainment IP
Radico Khaitan Q1 FY26: Record-breaking volumes
The company is actively pursuing market expansion by establishing strategic collaborations in sports, fashion, music, and luxury segments, and by filling product gaps with new competitive offerings, like The Spirit of Kashmyr, a luxury vodka
Navin Fluorine: After a strong run-up, is it time to book profit?
The company has multiple CDMO orders lined up for FY26, starting with two European majors, including US-based Fermion, for the second quarter.
EV leadership, global thrust fuel TVS journey
Robust demand for two-wheelers power strong quarterly performance
Q1 FY26: Can the stock replicate Dixon’s business growth run?
Backward integration, improving wallet share, and new product development will be key growth drivers
ITC Q1 FY26: What will drive valuation as cigarette volumes remain steady?
FMCG growth recovery, urban demand, and stable commodity prices to aid growth, profitability
July 2025 auto sales move along a two-speed track
Although PV sales remained subdued, other categories offered resilience
Tata Steel turns to cost savings for profit stability amid volume pressure
While the near-term business performance may appear subdued, the company’s structural initiatives, such as capacity expansion and operational efficiency, are good for the long term
Sun Pharma: Innovative drugs are near-term growth drivers
Sun Pharma’s top line growth is steady. Innovative medicines to act as growth tonic, as the US generics business remains soft. The stock valuation is justified.
International Gemmological Institute India: Facing the US tariff headwinds
The increasing share of LGDs in the diamond jewellery industry is beneficial for IGIL, which has established itself as leader in the segment. Leveraging this lead, IGIL is tapping new segments and consumers.
Syrma SGS Technology Q1: Impressive operating show despite revenue dip
Order book is steady, while exports are showing green shoots
Maruti Q1FY26: Export surge and rural demand help navigate domestic slowdown
The car-maker needs to overcome its budget-car image while establishing credibility in the higher-margin SUV segment
