Moneycontrol Research

Bajaj Auto Q3 FY26: Exports take the lead

Robust export recovery, improving domestic demand, and strong product pipeline support outlook

MTAR Technologies: Poised for strong revenue growth

With a strong foothold in the clean energy, nuclear, and aerospace sectors, the company is well-positioned to capitalise on emerging market opportunities

Was the STT hike necessary from the fiscal perspective?

To discipline excessive speculation by retail investors, the finance minister could have chosen a non-fiscal path

Sustained investment push in Budget 2026-27 creates opportunities for investors

The hike in capital expenditure has been in line with market expectations, and it would continue to maintain the investment momentum seen over the past several years

India Budget 2026 Decoded: Winners, losers, and investment takeaways

While the Union Budget 2026 fell short of investor expectations, the finance minister offered broad-based incentives in select sectors

Union Budget 2026 signals a structural shift from imports to indigenous power in defence

Capital-heavy spending, protected domestic orders, and deep-tech funding redraw India’s defence manufacturing playbook

The beneficiaries of India’s Budget push to support data centres

Long-term tax certainty strengthens India’s data centre investment case leading to better opportunities for hyperscalers, cloud service providers and equipment suppliers

Can Budget 2026 help India’s electronics manufacturing mature?

ISM 2.0, ECMS approvals, and capex visibility can have a big impact on EMS and semiconductor-linked players

Why IT companies are giving a thumbs-up to the Budget

Tax treatment of buyback and announcements pertaining to safe harbour lift sentiment for IT

The tax shock for cigarette companies continues in India Budget 2026

Sharp spike in NCCD to severely impact cigarette stocks

Union Budget's targeted schemes to help India as manufacturing hub for chemicals, biosimilars

Budget aims at reducing import intensity and helping domestic companies with enabling infrastructure

Budget marks a shift from electronics assembly to manufacturing at scale

Budget materially improves the long-term earnings and margin visibility for India’s EMS and semiconductor value chain

Budget firepower for Defence sector: Significantly higher allocation to boost domestic firms’ revenue visibility

The aggressive allocation provides the long-term visibility required for multi-year procurement cycles

Tourism gets a big push from Union Budget 2026

Creation of new tourism avenues like medical, heritage and cultural, increasing global events to benefit hotels, tourism stocks

India’s textile sector gets a structural push in Budget 2026-27

Integrated parks and policy continuity may help organised players to grow faster

Aquaculture gets a safety net in Budget 2026

Government’s efforts to increase productivity and yields should foster a supportive environment for shrimp exporters

Union Budget 2026 – How does E2E Networks stand to gain?

An indirect beneficiary that could gain from the positive sentiment in India data centre services

Government maintains the investment push in Budget 2026-27

Government has hiked capital expenditure by 12 percent as well as announced incentives for private sector to maintain investment momentum

Acutaas Chemicals: Next fiscal to see traction in new businesses

The electrolyte additives business is expected to pick up in FY27 as contracts for fluoroethylene carbonate and vinylene carbonate are in place

IDBI Bank disinvestment – How much could a potential bidder pay for the bank?

Historical banking-sector M&A trends suggest that the likely deal could be a significant value-unlocking event for shareholders

Mas Financial Q3 FY26: the earnings quality is noteworthy

Net interest margin better while loan growth is improving

Swiggy Q3 FY26: Strong growth, profitability still a challenge

Food delivery fires on all cylinders as Instamart still remains loss making

Dixon Technologies Q3 FY26: Industry headwinds drive near-term softness

Inventory correction and memory modules inflation weigh on Q3, but integration and exports to drive the next leg

ITC Q3FY26: Business mix to aid profitability amid tax headwinds

Core business posts a steady performance in Q3FY26

Dabur Q3FY26: Consumption tailwinds to steer growth trajectory

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