Moneycontrol Research

ABB bets on the next capex wave

Short-cycle orders stay strong, QCO weighs on margins for now

GRSE: Strong order book, steady execution to fuel future growth

The company is expanding shipbuilding capacity and exploring greenfield opportunities

Carysil Q2: Healthy performance; stock flirts with record highs

Near-term earnings growth likely to be sustained, helped by strategic deals

DOMS: Strong volume growth; capacity expansion on track

Incremental capacity expansion at the Umbergaon facility will aid growth in the scholastic segment as manufacturing constraints ease

Sai Life Sciences: Getting positioned for complex offerings

The company is collaborating with large pharma clients on ADC chemistry. ADCs are a class of complex molecules used in targeted cancer therapy

Tenneco Clean Air India IPO: Can it benefit from tightening emission norms?

Strong parent backing, clean balance sheet, and huge export potential

Cummins India: A power-packed Q2 performance

Robust PowerGen growth, margin resilience offset temporary export softness

Bajaj Finance Q2 FY26 – Stable performance, size not a deterrent

Risk-reward not favourable, though profitability is solid and the guidance is upbeat

NCC Limited: Near-term headwinds remain; growth to accelerate from FY27

Growth likely to accelerate from FY27, as the company retains order inflow guidance for FY26

Global Health Q2 FY26: Healthy performance, strong outlook

The upcoming greenfield projects will help Medanta to establish a presence in western and eastern India

Emami: Unprecedented seasonal headwinds, GST-led disruptions hurt Q2 growth

Growth revival in the core portfolio, rising contribution of high-margin brands, and stable cost environment expected to aid profitable growth

Physics Wallah IPO: Is the EdTech growth lesson worth betting on?

The company’s expansion story is encouraging, but profitability and valuations remain a concern

Emmvee Photovoltaic Power IPO: What's the smartest move for investors?

The projected industry oversupply poses a serious risk to the solar sector's profitability

Hindalco Q2FY26: Is a re-rating on the horizon?

The company’s upstream strength matches downstream acceleration

Trent: Mixed Q2 FY26 results; long-term growth prospects intact

Trent is enhancing store density in the existing markets as well as entering newer markets which offer huge growth opportunities

Divi’s Lab: Time to take some profit off the table?

With a cash balance of more than Rs 3,200 crore, the company appears well-positioned for further investments to tap upcoming opportunities

Saregama Q2: Can a stronger content pipeline translate into growth?

The company posts a steady performance in Q2FY26

Apollo Hospitals: Q2 numbers in good health

Apollo is well positioned to benefit from the rising healthcare demand in India

Amber Q2 FY26: What should investors do after a tepid quarter?

The contract manufacturer’s outlook is bright as its business diversification strategy is working out

Strong Q2 puts Bajaj Auto on the fast track

Quarterly performance was driven by strong exports and a premium mix

Mas Financial Q2 FY26: Soft report card, long-term story untarnished

The company has navigated the tough environment well and remains on track to accelerate growth

Kaynes Technology India: Sell into the earnings strength

High valuation prices in the positives that may take time to fructify

Thangamayil Jewellery: What should investors do after the steep run-up?

The company is doing well and gold demand is also robust. However, the stock has priced in most of the positives

Power Grid Corporation: Execution bottlenecks ease

Project pipeline and capex guidance boost earnings visibility