Moneycontrol Research

Sudeep Pharma IPO: A pricey play on opportunity in drug raw materials

The company’s RHP mentions that more than 80% of the excipients used in India are imported, with China being a major supplier. This underlines a significant opportunity for import substitution

Safari Industries — Maintaining leadership amid hyper competition

The luggage-maker put up a strong show in Q2 with decent volume growth, stable realisation, margin improvement, and an overall better outlook for the second half

Sky Gold and Diamonds: The outlook is in a bright spot

A reduction in working capital and increased profitability would mean SGDL is likely to turn operating cash flow positive by FY28

Growth levers in place for this financial services player

ABCL is poised to maintain growth momentum with a sustainable business model

Va Tech Wabag eyes margin stability and faster execution in FY26

Future-energy wins, asset-light execution, and a healthy order book to fuel growth

Pearl Global: Growth amid tariff turmoil, disruptions

Comprehensive business model offering multi-country, multi-product solutions may reduce impact of tariff

Is Concor a good long-term bet?

The company's business moat and solid fundamentals ensure strong long-term growth potential

Excelsoft IPO: Is this SaaS play worth a subscription?

The company is well placed to benefit from the digitisation tailwinds in the education sector

Why did markets give a lukewarm response to a decent Q2, ruling party’s electoral success?

Near-term upside possibility notwithstanding, the medium term concern about the Indian market is more structural

HEG: Why we remain constructive on this graphite player

Among the key factors to watch are a demerger of HEG Greentech, the demand-supply balance of steel and graphite electrodes in China, and the steel industry utilisation levels in the US

Max Healthcare Q2 FY26: Improved valuation comfort

The company plans to double its capacity in 4-5 years

RateGain – Should the outsized acquisition be the key draw for investors?

The rally in the stock in the past four months captures much of the optimism about the large inorganic move

LG Electronics India Q2: One-off demand disruption not to affect the core thesis

Strong industry tailwinds, leadership position, and export potential to support growth

Marico Q2 FY26: Strong top-line growth; margin pressure to ease

The company has a diversified growth agenda and its execution capabilities are strong

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

Hero projects industry growth of 8-10% in the second half of the year. For FY26, the company has maintained its earlier guidance of 6-7% growth, indicating steady underlying demand

Tata Motors Passenger Vehicle: PV picks up speed while JLR falters

JLR’s operational disruptions and global macro headwinds continue to cloud earnings visibility

Endurance Technology Q2 FY26: Multiple catalysts at work

The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth

IRCTC – Modest earnings; stock underperformance merits attention

Most of the businesses are matured and, hence, offer predictable earnings trajectories

Tata Steel Q2 FY26 shines on domestic strength

Despite a volatile global steel environment marked by trade barriers, demand moderation, and pricing pressure, the company performed well.

Weekly Tactical Pick: Is the correction in this stock music to the ears for investors?

A fundamentally sound, IP-rich entertainment leader poised to capture value from India’s expanding digital and regional music markets

Asian Paints Q2: Momentum back – But is the competition increasing?

Strong rebound after a decline in revenues for six consecutive quarters

Eicher Motors Q2 FY26: Steady performance

Sustained growth with global expansion and strong market share

Data Patterns: Can it deliver in the long run?

The company is focusing on indigenous solutions and transitioning to a full systems integrator

Fujiyama Power Systems IPO: A power-packed growth story

Deep rural presence, robust expansion, and debt-light balance sheet to drive long-term momentum of this solar panel maker