A fabulous February for the auto sector
Strong February sales, resilient demand across segments, and exports indicate that the momentum will be sustained
Which housing finance stock is worth a bet?
Aadhar Housing Finance is a long-term play on structural tailwinds, with a growing focus on emerging opportunities
Crompton Greaves Consumer: Building the next growth engine -- beyond fans
Premium products, pricing discipline, and new-category entry driving medium-term earnings visibility
Mazagon Dock: Navigating a high-growth trajectory
Over the medium-term horizon, the company is targeting an ambitious order book milestone of Rs 1 lakh crore
Weekly Tactical Pick – Is it the right drink for investors?
Seasonal tailwinds, improved mix, and expanding international presence to drive growth and margins
HEG: Likely to benefit from easier trade ties with US
Riding the steel upcycle, HEG’s cost edge and US tailwinds should power the next growth phase
AI-led IT sell-off – Time to avoid or double down?
As AI upends the labour-arbitrage model, Indian IT faces its toughest reinvention yet
Aptus Value: Business moats, strong execution capabilities to drive valuation
Deeper branch penetration and a shift towards higher-ticket loans, and improved productivity will remain key growth levers
ABB India: Can it defend its valuation, riding on order surge?
The sharp acceleration in order inflows and improving demand visibility suggest that the phase of subdued growth and margin compression could be nearing an end
CEAT: Demand revival meets margin risks
Volume tailwinds build pace, but input cost pressures test margin durability
Omnitech Engineering IPO: A hidden backbone of industrial precision?
Omnitech is a precision engineering manufacturer powering energy, automation, and industrial systems
Can Safari win in a hyper competitive luggage market?
Market share of the luggage maker improves amid rising competitive intensity
PNGS Reva IPO: Too costly to afford?
Legacy-backed diamond franchise, but COCO transition and stretched valuation cap near-term comfort
Cement Sector Review: Operational resilience amid rising input cost
Volume growth steadies the sector as price hikes aim to offset rising energy costs
Yes Bank: Is it time to say yes after its long underperformance?
The bank’s recovery gathers pace, but 1% RoA remains the key trigger for rerating
Clean Max IPO: Can it power Corporate India’s green transition?
Given that a solar project costs roughly Rs 3.2 crore per MW and wind around Rs 7.5 crore per MW, most corporates prefer the outsourcing model to avoid balance-sheet expansion and capital lock-in
US Supreme Court ruling on tariffs: What it means for the capital market
Tariff reset trims risk premium, revives export hopes, but policy uncertainty lingers
Va Tech Wabag: Order strength and global mix positives for earnings
Continued international diversification, emerging sector participation, and disciplined execution could act as key rerating triggers
Weekly Tactical Pick – Can gold loans add sparkle to this bank’s stock?
The muted earnings in the third quarter of FY26 led to a sharp correction in the stock price
Can Gaudium IVF’s IPO gain a first-mover advantage?
The IVF market in India is worth about $1.3billion, as of 2024, and it is expected to grow at 13 percent CAGR to reach ~$4.5 billion by 2034
Can Hyundai regain lost ground?
Hyundai has outlined an ambitious product roadmap of 26 launches by FY30, including new nameplates, facelifts and derivatives
What should investors do, post resilient Q3 earnings?
Though markets appear to be not too excited, the valuation is at a discount
Amber Enterprises: Does the broad-based earnings revival mean the worst is over?
The outlook for the contract manufacturer is bright as its business diversification strategy is working out
Microfinance turns the corner, which stock stands out — Muthoot Microfin or CreditAccess Grameen?
Though both lenders have delivered strong earnings growth, driven by a sharp decline in credit costs, their stock performances have diverged significantly
Vijaya Diagnostics: Do fundamentals align for compounding?
The company continues to demonstrate disciplined execution, strong operating leverage, and prudent capital allocation
