Moneycontrol Research

Weekly tactical pick: This defence company is poised for strong revenue growth

The company has a strong order pipeline, execution is improving, and there is higher earnings visibility

HUL Q1FY26: Competitive growth driven by portfolio transformation

Strong brands, and higher salience of premium portfolio remain key growth catalysts

Swiggy Q1 FY26: Steady performance, but profitability remains a concern

Near-term focus of the company shifts to driving efficiency and narrowing losses

Eicher Motors Q1FY26: Maintains growth despite margin dip

Demand outlook remains strong as the company focuses on global expansion and market share gain

Tata Motors expands CV empire with Iveco Group NV acquisition

Tata Motors is acquiring Italy's Iveco Group's commercial vehicle business to create a global CV powerhouse with triple the revenue reach.

Mahindra & Mahindra shifts to high gear

Q1 performance reaffirms strength in core segments

KEC's T&D business powers earnings momentum

The company’s healthy order book, strong project pipeline, improving margins and capacity expansion initiatives provide a solid visibility for future growth.

Gabriel India: Primed for growth but priced to perfection

Forays into new segments like sunroof, inorganic and organic strategies show the company’s confidence in the future.

Waaree Energies Q1: Execution strength drives growth

Highest-ever quarterly revenue supported by the demand for solar modules

IndiGo Q1 FY26: Soft quarter with a promising outlook

The aviation company faced external challenges which impacted performance

Triple factors that are likely to guide the market course in the near term

How should investors position themselves amid Fed’s caution, IMF upgrades, and Trump’s punitive stance for India

US Tariffs surprise: Markets to feel the heat, could this be a buying opportunity?

Trump's surprise announcement of 25 percent tariffs on Indian goods has caught markets off-guard, with the rupee depreciating and key export sectors bracing for impact. The move, higher than the expected 15-20 percent range, threatens India's labour-intensive industries and could derail the country's growth trajectory.

Laurus Labs: Is it time to book profit?

The company has a CDMO pipeline of 90+ human health projects, wherein 15 products are commercialised, targeting APIs and intermediates

Larsen & Toubro: A healthy start to FY26

Robust growth opportunities, both domestically and in the Middle East, while a strong order book provides further growth visibility.

SJS Enterprises Q1 FY26: On track to meet growth targets

SJS expects to grow at 2x the industry volume in FY26 and maintain a ~26 percent margin level.

Varun Beverages: International growth offsets headwinds from unfavourable weather

The company is geared for growth, with adequate capacity and diversified portfolio

Asian Paints Q1 – Should you trust the green shoots?

Though Asian Paints is a quality business, the competitive intensity in the sector has started showing its colours

Sri Lotus Developers: Will the IPO give investors a luxurious experience?

Ultra-luxury focus, capital-light model, and strong project pipeline underpin value creation

GAIL Q1: Petrochemicals a drag, pipelines promising

Gas transmission volumes anticipated to go up

M & B Engineering IPO: The business design looks robust

IPO money to be used to upgrade manufacturing and cut debt

NSDL IPO – Does it deserve a place in your demat account?

In a duopolistic market structure, NSDL is well poised to benefit as capital markets grow in scale and depth

IndusInd Bank Q1 FY26 -- The worst may be behind, but is it worth waiting for the best?

In view of the slack in loan growth, especially in the unsecured high-yield business, the bank is growing its deposits cautiously, de-focusing on high cost bulk deposits, and focusing on granular deposits

Vijaya Diagnostic: Healthy show continues

The management reiterated its guidance of achieving a top-line growth of around 15 percent and maintaining the current margin profile in FY26.

Aditya Infotech IPO: Big vision, bigger valuation — Should you bet on it?

Heavy dependence on imported raw materials and exposure to Chinese component supply are key concerns

How do these two affordable HFCs compare, post their Q1 results?

The affordable housing finance sector has a long growth trajectory underpinned by strong structural drivers