Moneycontrol Research

TVS maintains momentum in Q2 FY26

Robust quarterly performance sets the stage for continued growth in H2

360 ONE Wealth: Steady Q2 earnings, best proxy for the rising affluent class

Strong business fundamentals and visibility of earnings growth justify the rich valuation

PNB Housing Finance Q2 FY26: Resilient show amid leadership setback

Growth rebound story at a reasonable valuation

Waaree Energies: Why is profit booking the smart play, post-Q2 earnings beat?

Earnings are expected to taper off in the medium term due to intensifying market competition

Dr Reddy’s: Is the weight loss drug the next big opportunity?

The company plans to launch the injectable version of Semaglutide in a number of countries, starting with Canada in January 2026. India and Brazil will follow

Cyient Q2 FY26: The outlook remains uncertain

Q2 shows modest improvement in operations while profitability and segmental performance remain variable

Kotak Mahindra Bank Q2 FY26: One of the best long-term portfolio stocks?

With the economy looking up, the bank seems ready to ride the upcycle

Polycab stays on growth track in Q2 FY26, robust demand, margin gains play ball

The company’s strong rebound in the FMEG business and outperformance in W&C continue

UltraTech Cement: Strong franchise, steady growth outlook

The government's move to cut GST on cement is a major uplift for infrastructure and real estate sectors. It will lower construction costs, generating strong demand for both new and existing projects

Laurus Labs: Is the healthy growth already priced in?

The CDMO business for small molecules grew 58 percent YoY in Q2FY26, helped by a ramp-up in sales from new manufacturing assets

Colgate India Q2 FY26: Is valuation rerating on the cards?

Strategic growth levers, consumption boost will drive valuation

Weekly Tactical Pick: A likely India-US trade deal would add shine to this diamond certifier

IGIL has a significant exposure to the American market and its stock valuation is attractive

HUL Q2 FY26: GST disruptions a blip, multiple triggers ahead

Volume-led growth, moderating inflation will drive better profitability metrics

Why should investors consider DCB Bank despite a sharp post-earnings rally?

The bank is poised for a healthy loan growth and margin expansion, which should drive healthy earnings growth

Metro Brands: Growth to accelerate in H2

The company aims to create an omni-channel consumer experience with a seamless customer journey across stores, websites, and online marketplaces

Acutaas Chemicals: Margin guidance upgrade adds to the shine

The company continues to invest in the semiconductor and battery chemicals businesses, and the next fiscal is expected to witness traction from these segments

India Shelter Finance: Good time to add this high-growth housing finance player?

Focus on affordable housing finance to continue; multiple strategic levers to lift valuations

Dixon Technologies well poised to tap India’s growing electronics market

Backward integration, improving wallet share, and new product development will be key growth drivers

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