Transport Corporation of India: Stable Q3, modest outlook
The company is well-positioned to benefit from the secular tailwinds in the logistics sector, and its planned capacity augmentation should support incremental volume growth and gradual market share gains
Bharti Airtel Q3 FY26 – The quarter rings louder
A larger share of high-value customers, helped the company post robust growth
Berger Paints Q3: Demand improves, pricing environment remains soft
The benefit of higher gross margins was offset by an unfavourable product mix, higher advertising spends, and dealer incentives
Tata Motors Passenger Vehicles: Domestic growth on fast track, JLR lags
Domestic momentum in Q3FY26 was offset by JLR disruptions, which weighed on near-term outlook
IKS Health Q3 FY26 – another quarter of strength
Meaningful traction in top line, stability in margin, better order inflows, and improvement in balance sheet quality
Canara Robeco AMC’s valuation comfort outweighs lacklustre quarterly show
The entire equity portfolio is actively managed, which is a major positive, as active funds typically command significantly higher yields than passive ones
Tata Power: Will Mundra resolution unlock the next leg of rerating?
The company’s transition from a predominantly thermal-led utility to a diversified, clean-energy-focused integrated power player is becoming increasingly visible in its financial outcomes.
Trent: Will Q3 FY26 numbers drive re-rating?
The company says consumer sentiments are improving gradually and its medium-term outlook is positive
Solar Industries: Defence, global expansion power growth
The company expects a significant ramp-up in execution, supported by a strong order book and international expansion
NTPC’s earnings hold firm as green capex accelerates
Aggressive capacity expansion, tariff protection under regulated frameworks, and a broadening footprint in renewables, pumped storage, battery storage and nuclear segment would gradually reshape the earnings profile
Bajaj Finance Q3 FY26 profit drops on accelerated provisioning despite benign asset quality
While the accelerated provisions in Q3 FY26 were aimed at strengthening the balance sheet and building resilience, rather than reflecting any deterioration in asset quality, the Street may still view the move with some caution
Can this old music catalogue company still drive growth?
Content-led growth sustains revenue momentum aided by strategic IP investments
Aditya Birla Lifestyle Brands: Can it sustain the growth momentum?
The apparel major indicated that the double-digit growth momentum seen in Q3FY26 is likely to sustain, and it is targeting ~12% growth at the company level
Gabriel India Q3 FY26: Strong execution; growth potential priced in
The company has secured multiple new programmes during the quarter. These wins reinforce Gabriel’s long-established position with marquee OEMs and strengthen its near-term revenue visibility.
Varun Beverages: Steady growth, but margins dip amid rising competition
Higher volume growth, with improved operating leverage, and better realisation will unfold in CY26
Power Grid: Charged to tap emerging T&D opportunities
The company’s performance reflects not just cyclical strength, but a structural tailwind from India’s long-term clean-energy ambitions, grid modernisation, and cross-border connectivity and opportunities in emerging segments like data centres and others
Automobile industry starts 2026 on a good note
Strong January dispatches, resilient demand, and exports set a positive tone
Bluestar Q3FY26: Margins protected amid demand headwinds
Long-term outlook intact despite inventory challenges
Subros Q3 FY26: EV readiness improves, near-term catalysts limited
The company is now positioning itself to capture the next leg of growth from electric mobility where thermal management content per vehicle structurally increases
Cholamandalam Investment: Positive outlook, valuation rich but will sustain
Healthy margin, low credit cost will support earnings growth and support valuations
India-US trade deal — Is it a reset for Indian equity markets?
The stage looks set for FPIs to take a hard look at India
Concor puts up a steady Q3 amid transient headwinds
The company's business moat and solid fundamentals ensure strong long-term growth potential
Post-Budget market meltdown – Should investors be greedy or is it better to remain careful?
Although domestic recovery is slow and gradual and global headwinds persist, the budget did nothing to dent the growth and earnings trajectory
New Fed Chair: Are risky assets fearing 'Kevinomics'?
Broadly, Kevin Warsh appears to be tuned to forward-looking strategic thinking against the current FOMC approach of being data dependent
Meesho: Q3 growth intact, but profitability still a question
Order momentum, cash generation remain strong as logistics investments temper margins
