Companies 2

Growing domestic business to help Waaree withstand US challenges

The company maintained its guidance of robust growth in operating earnings in FY26.

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

LTIMindtree mounts a revival under new CEO

Healthy order bookings are expected to improve revenue growth at LTIMindtree

Business in the Week Ahead: October 20-24, 2025

Flash PMIs, China GDP, US inflation and quarterly results are the key events, data points to track

Mphasis: AI-led strategy driving resilience

The company sustains growth momentum with record deal wins and expanding AI-driven pipeline.

Cough syrup deaths: Old regulatory failures resurface as CDSCO calls for ‘strict quality control’

The directive is similar to the one issued after India-made cough syrups were blamed for deaths of children in Gambia and Uzbekistan even as Coldrif toll climbs to 22 after two more children die

China’s solar policy shift can raise costs, but will benefit India in the long run

Policy changes in China are driving up prices of polysilicon, a key raw material of solar PV components

Chart of the Day: Hindustan Aeronautics, Bharat Electronics holding on to their ground despite a rise in competition

Bharat Electronics’ share in defence capital expenditure increased significantly in the last 10 years

KPIT: Steady show, macro overhang remains

The company acquires Caresoft and partners with JSW, thus increasing its global footprint

Weekly Tactical Pick: This housing finance company is set to gain from the falling rate environment

Given the healthy and steady state of return ratios, a strong parentage, and sectoral tailwinds, the LICHF stock is poised for a re-rating

Pace Digitek IPO is a play on energy storage opportunity

The company seems to be geared up for opportunities in the energy storage space. It aims to double BESS capacity to 10 GW in the next two years. It's also bidding for tenders in this space

NTPC should flex its execution muscles to reduce valuation gap with peers

Power generation capacity additions lagged expectations in FY25

A roller coaster ride for agrochemical companies as harsh monsoon hurts demand

Crop damage and incessant rains have hit demand for crop protection products 

Muthoot Finance – How long can the glitter last?

Gold financing is a long-term structural opportunity and established players should do well

Mid-market hospitality will spice up the hotel boom in India: IHCL top boss Puneet Chhatwal

The MD and CEO shares the business recipe that helped him drive a turnaround at IHCL which was wallowing in loss when he took over in 2017

Data Story: Infosys’s mega buyback follows a massive rise in free cash flows

Free cash flows increased by 44.8 percent to Rs 34,549 crore in FY25

Marico to acquire remaining 46 pc stake in True Elements

The deal will make the Pune-based packaged foods company a fully-owned subsidiary of Marico, which earlier invested in HW Wellness to acquire 53.98 per cent in May 2022.

Can Control Print be a stock worth printing for the long term?

The company has a strong balance sheet and a unique core business that cannot be ignored

How Sun Pharma’s diverse business is helping it overcome US FDA curbs on manufacturing plants

Exports from Halol manufacturing plant continue to be restricted

IRCTC – Can it leverage the consumption push to gain speed?

Most of the businesses have matured and offer modest organic growth opportunities

Mahindra: GST tailwinds to power earnings across businesses segments

PV industry had gone through a rough patch between FY2022 and FY2023 when PV sales softened on the back of a surge in costs and vehicle prices

Chart of the Day: Soft demand hits thermal power plant utilisation in August

Thermal power plant utilisation levels declined to 61.7 percent in August 2025

Food delivery likely to get costlier on platform fee hike, GST levy

Swiggy has hiked its platform fee to Rs 15, inclusive of GST, in select markets. Rival Zomato has raised its platform fee to Rs 12.50 (excluding GST).

Business in the Week Ahead: September 8-12, 2025

Three new IPOs will open for subscription. US inflation and China exports are other data points to track.