Moneycontrol Research

Coromandel International Q2 FY26: Good results, next growth lever in sight

Subsidy rates for the 2025 Rabi cropping season will be the key factor to watch

Godrej Consumer: Resilient quarter amid disruptions, stable margins on the cards

Stronger performance likely in H2, backed by multiple growth drivers across core categories in India, global markets

Pidilite delivers stable Q2 despite a challenging demand environment

The company is back to double-digit volume growth after five quarters

Auto sales: Festive push lifts volumes in October, demand durability remains a question

Robust festive demand and GST rate rationalisation fuel growth in vehicle buying

Navin Fluorine: Improved margin profile boosts confidence

CDMO orders from European CDMO/innovators, a favourable demand-supply scenario for refrigerant gases, and partnership with Chemours will largely determine the company’s growth in the coming quarters

BEL: Robust H1 growth amid strong order pipeline

It aims to capitalise on global export opportunities, leveraging its strong product portfolio and partnerships with international defence organisations

Shriram Finance to gain from rural focus, GST boost

Business expansion, rural focus augur well for growth and profitability

Maruti’s growth engine stays well-oiled

New products and the GST cut to aid domestic demand recovery.

NTPC: Renewable push offsets muted generation in core standalone power business

The company continues to pursue its long-term growth strategy, focused on clean energy, capacity addition, and operational diversification, while maintaining execution efficiency and investment momentum.

Cipla: Emerging markets to lead growth in the near term

Distribution collaboration with Eli Lilly for Mounjaro is a key factor to watch

Havells Q2 FY26: Limited improvement as demand stays soft

ECD and Lloyd dimming the outperformance of wires and cables

Swiggy Q2FY26: Growth intact, losses narrowing

With the heavy infrastructure creation largely complete, Swiggy’s focus has shifted to enhancing store productivity, optimising fleet costs, and executing its profitability roadmap.

Hyundai races towards sustainable growth

New products and cost efficiency to support future performance

Dabur Q2 FY26: Bottom line continues to outpace top line growth

Promising rural consumption, urban demand recovery are principal growth drivers and help to sustain market share

Radico Khaitan Q2: Volumes, margins trending upwards

Changing consumer lifestyles and evolving tastes to help the liquor maker’s growth

Weekly Tactical Pick: Why should investors check into this hotel stock?

ASPHL is adding inventory at a healthy pace and has a strong balance sheet with zero net debt

Lenskart IPO: There’s a clear vision, but valuation appears blurry

India’s largest organised eyewear retailer has built a compelling omni-channel model and is well-positioned to benefit from market formalisation

ITC Q2 FY26: Core performance aids profit beat

Stable tax regime, consumption boost, easing cost pressure to aid growth, profitability

CAMS – Healthy Q2, but emerging headwinds warrant attention

Given the strong tailwinds in the MF industry, the stock could be a long-term compounder

Ixigo Q2 FY26 – Growth moderates, long-term focus bolstered by capital raise

Sector-specific headwinds in airlines and railways as well as one-time ESOP charges impacted quarterly numbers

Larsen and Toubro: Healthy earnings outlook, but valuations limit upside

The company is entering a new phase, expanding and consolidating its technology-led ventures to complement its established strengths in engineering, construction, manufacturing, and project management.

Varun Beverages: Stock surges on resilient quarterly show, new category additions

Decent performance in a seasonally weak quarter, but most importantly, the alcohol beverage foray will be a key pivot

Studds IPO: Ready for a market ride

Strong distribution network, push for premium products support expansion plans

Premier Energies Q2: Solar cell capex to further strengthen business moat

Foray into allied segments likely to support growth, going forward