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Policy changes in China are driving up prices of polysilicon, a key raw material of solar PV components
Bharat Electronics’ share in defence capital expenditure increased significantly in the last 10 years
The company acquires Caresoft and partners with JSW, thus increasing its global footprint
Given the healthy and steady state of return ratios, a strong parentage, and sectoral tailwinds, the LICHF stock is poised for a re-rating
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
Power generation capacity additions lagged expectations in FY25
Crop damage and incessant rains have hit demand for crop protection products
Gold financing is a long-term structural opportunity and established players should do well
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
Free cash flows increased by 44.8 percent to Rs 34,549 crore in FY25
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.
The company has a strong balance sheet and a unique core business that cannot be ignored
Exports from Halol manufacturing plant continue to be restricted
Most of the businesses have matured and offer modest organic growth opportunities
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
Thermal power plant utilisation levels declined to 61.7 percent in August 2025
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).
Three new IPOs will open for subscription. US inflation and China exports are other data points to track.
It is unlikely to be a one-way street, given the conflicting forces at work
The GST council will also look at reducing the tax on solar panels and windmill components from 12% to 5%
Industry-leading earnings growth and the AI edge should help the stock do well
Akasa Air continues to see high occupancy levels
Retail, telecom and digital services together generated more than half of the company’s operating earnings in FY25
Companies in the private sector remain wary of committing large investments to urea manufacturing
