Moneycontrol Research

Federal Bank – More steam left after the post-earnings rally?

Helped by the roadmap laid out by the new management, a steady but gradual improvement in the RoA is likely

HDFC Bank Q2 FY26: Will earnings mirror the pick-up in loan growth?

The bank’s return ratios are healthy and the stock valuation is reasonable

Eternal: Can it maintain speed without losing grip on profitability?

Strong top-line growth driven by Blinkit, food delivery business steady on margins. Working capital intensity and profitability remain key watchpoints.

ICICI Bank Q2 FY26 – Loan growth moderates, but profitability still very strong

Multiple factors to support the premium valuation of the bank stock

RIL Q2 FY26: Growth led by consumer-centric businesses; new value drivers emerging

In the long run, we believe that RIL should benefit from a tilt in Indian households’ spending mix towards premiumization and higher adoption of digitization

What sets Canara Robeco AMC apart from other listed mutual fund houses?

With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among peers

Wipro Q2 FY26: When will order inflows translate into growth?

Though the company’s commentary on deals and deal ramp-up is reassuring, the divergence between wins and execution is a concern

Weekly Tactical Pick: Why this regional jeweller is set to glitter

Rural consumer sentiment remains bullish and gold as an asset class is still attractive

Infosys Q2 FY26 – Steady execution overshadowed by weak guidance

Tepid full-year guidance points to an expected softness in the second half

HDB Financial Q2 FY26: Muted quarter, recovery likely in H2

Loan growth was subdued, and despite an improvement in margins, higher credit costs weighed on profitability

Tata Motors demerger: Which entity offers a better ride for investors?

The demerger marks an important step for Tata Motors as it begins operating its PV and CV businesses separately

Axis Bank Q2 FY26 – A good quarter excluding the one-off

Business growth gained momentum, interest margin did better than expectations

ICICI Lombard Q2 FY26: Why did the stock react positively despite muted business growth?

The insurer’s premium valuation is likely to hold up despite growth slowdown, thanks to its strong focus on profitability

LG Electronics: The consumer giant arrives on Dalal Street -- What’s next?

After a stellar market debut, attention now shifts from the hype of listing gains to the harder question about valuations and growth

MidWest IPO: The granite giant is going beyond stone

A dominant company in the Black Galaxy Granite market, with a strong operational and financial track record

Tech Mahindra Q2 FY26 – strong execution, confident outlook

There’s room for re-rating, as the company delivers on its promised turnaround strategy

Suraksha Diagnostics: An undervalued growth story

A successful replication of the business model outside the core area will be key to growth

GM Breweries Q2 FY26: Stunning earnings show on low-key expectations

As domestic consumer demand is poised to recover in H2 of FY26, driven by key economic tailwinds, like changes in income tax policy, the company stands to benefit.

HCL Tech Q2 FY26: Time to reverse the underperformance

With a diversified industry exposure and strong focus on AI, the company looks well placed to grow

Twenty stocks to light up Samvat 2082

MC Pro’s Research team has built the Diwali 2025 portfolio to help investors ride out the current uncertain market environment

D-Mart: Earnings growth remains subdued in Q2

While D-Mart would continue its cluster-based network expansion, margin pressures owing to increased competitive intensity as well as higher costs are likely to sustain in the near term.

MC Pro’s Diwali 2024 portfolio sparkles in tough times, watch out for the 2025 edition

In a challenging year for markets, the portfolio — part of the Alpha Folios offering — has delivered 8.3 percent returns compared to the Nifty’s 3.6 percent growth. Here’s what worked

Canara HSBC Life Insurance IPO: Should you bank on it?

The company has demonstrated strong and consistent profitability over the past two years. However, it is highly dependent on ULIPs and the bancassurance channel

Weekly Tactical Pick: Why this consumer company is in a sweet spot

Focus on premium products despite weak summer season. Also, revival in kitchen appliances will be a key growth driver