Moneycontrol Research

Transport Corporation of India Q1: Positive growth rate continues

The company has a long growth runway, and its changing business mix should aid margin expansion

August auto sales hit GST speed breaker

The outlook is good on the back of a possible policy push and better monsoon this year

Why you should look at CAMS amid a volatile market

Given the business moats, robust return ratios, and strong tailwinds in the MF industry, CAMS is a long-term compounder

Improving execution, diversification to lift Engineers India’s earnings outlook

Order inflows have broadened beyond hydrocarbons and the company is foraying into nuclear and clean energy

Is the FMCG sector gearing up for another disruption?

Reliance Consumer Products Ltd (RCPL) is positioned to become a major disruptor in India's FMCG sector, with Reliance Industries announcing aggressive expansion plans

Pearl Global Industries: Tariff worries put pressure on this garment exporter

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

Reliance Industries AGM: Meta AI JV, Jio IPO create compelling investment case

Reliance Industries' AGM on Friday reveals a comprehensive transformation strategy with Jio's 2026 listing, aggressive FMCG expansion, and an AI joint venture with Meta positioning the conglomerate for its next growth phase

Rainbow Children’s Medicare: A high-potential, high-execution play

The Indian healthcare market is experiencing robust growth and the hospital chain is uniquely placed in the paediatric segment

Weekly Tactical Pick: Why this hotel stock is poised for re-rating

With expected demand traction, SAMHI is targeting a healthy double-digit growth over the near to medium term.

Is this dairy player nourishing enough for portfolio addition?

Weak summer demand and higher procurement costs dented Q1 margins, but Africa growth and diversification into eastern and western India keep the structural growth story strong

NCC Limited: Weak Q1 results; execution to pick-up strongly

Despite a weak Q1, NCC has retained the guidance for FY26 growth and order inflow

Galaxy Surfactants: Valuation pricing in the pessimistic outlook

The company’s long-standing relations with MNC customers can help it navigate the US tariff headwinds

What can drive the stock performance of this financial services player?

Poised to maintain growth momentum with a sustainable business model

Safari Industries – Is it a good time to pack the bag with the stock?

Heightened competitive intensity and the entry of new players have eroded the profitability of incumbents

Vikran Engineering IPO: Can it deliver sustainable growth?

Equity infusion and prudent leverage to give VEL financial flexibility to capture opportunities in emerging areas

What makes DCB Bank attractive despite subdued performance?

Healthy earnings growth, but asset quality and elevated credit costs weighed on the stock’s performance

Carysil: Cautiously optimistic

The company is optimistic about volume growth despite US tariff challenges

Will VIP be able to overcome the rough patch with the change in ownership?

The company likely to report gradual improvement

Discovery Series: Jyoti CNC Automation – An emerging leader in precision machine tools

With a strong order book and expanding capacities, the company is well-positioned to outperform peers with superior returns

Page Industries: Margins hold strong, but growth lags

Volume recovery rather than margin resilience to determine the stock performance going forward

Will this major cigarette player be able to beat the tax worries?

A possible taxation shock could create near-term demand headwinds

Weekly Tactical Pick: Why this PSU engineering company merits attention

Downside risks limited, while emerging segments such as nuclear and clean energy can drive a re-rating

Wipro bolsters its ER&D footprint with an acquisition

The transaction should add about 3 percent to the company’s top line

INOX India: Strong order book, tech edge offset tariff, execution risks

The Industrial Gas segment, the largest revenue contributor, declined 9.5% due to US tariffs. However, the company says there are very few suppliers in the US and tariffs apply mainly to steel components.