Analysis

Life insurers’ new business premiums rose 8.4% in April and 13% in May; non-life GDPI up over 10% in April–May, Star Health, ICICI Lombard, Bajaj Allianz set to post 8–20% growth in Q1 FY26

Bengaluru police to launch AI-based social media monitoring platform

The platform will also have an open-source intelligence module, which will help investigators search for and analyse digital footprints of individuals, organisations, or other entities

Intellect Design Arena: Why the stock's below-par show is an opportunity to buy

Modernisation needs of large, small, and medium financial institutions are critical factors in a largely tech-driven banking and financial services industry. This would entail a strong spending trajectory, benefiting Intellect Design.

Avalon: Why should investors wait before making an investment? 

The domestic EMS market is competitive now and the US operation is currently loss-making and may remain so this year. The US accounts for 54% of the company’s revenues

LTTS: Weakness persists in Q1 FY25, valuation at a premium to peers

The company aspires to be among the top five global ER&D services firms, with a medium-term revenue target of $2 billion and an EBIT of 17-18%.

Gujarat Gas: How should you approach the stock after merger of promoter entities?

Domestic demand is expected to remain good, going forward, supported by favourable LNG and CNG prices compared to auto fuel price

Kaynes Technology: Should you buy, post the OSAT approval?

Most of the recent initiatives of the company are priced into the stock

Petronet LNG: Why investors should book profit

The upcoming capex spending in the petrochemical business is likely to put pressure on margins, given the debt-funding cost and weak margin environment

PVR INOX: Better show in sight, valuation still reasonable

The company is trying to grow the business through loyalty programmes, rental negotiations, debt reduction, and by setting up food courts with Devyani International.

CMS Info Systems: A long-term investment story

CMS Info Systems has a fairly sizeable opportunity to expand its existing business, with an ongoing ATM refresh and branch expansion cycle in the under-penetrated Indian ATM market.

Intellect Design Arena: Quarterly show weak, but investment case strong

Intellect is on the same margin trajectory as other global peers who are betting on the new-technology adoption theme with a large addressable market in the BFSI sector.

Hindustan Aeronautics: On a high-altitude orbit

Strong balance sheet, monopolistic business, and other factors augur well for the company

eMudhra: Acquisition to fortify presence in the US market

We remain positive on the business due to its unique value proposition, well-received high-margin products, and a healthy pipeline

Avalon Technologies: Why this EMS business underperformed peers

The management has guided to a 14-18% revenue growth in FY25, which is conservative and significantly lower than its peers

MC Analysis: GDP numbers show early signs of investment-led growth with strong multipliers

Such growth is qualitatively different and offers more solidity to the macro-economy. The national income data show that the construction sector grew 9.9 percent, mirroring the high pace of infrastructure project execution such as roads, highways, ports and airports

PVR Inox: Pain in the near term, but valuation holds out hope

A part of the valuation discount can be justified because of the recent performance

Saregama: Stock correction adds to the investment case

Negative impact of OTT transition is already priced in and rising paid subscription would deliver secular multi-year revenue growth for Saregama

Should one go in for Tata Technologies or KPIT?

The large pool of competitively priced engineering talent and technology service providers make India a major outsourcing destination.

CMS Info Systems: Why do we see more upside?

CMS has multiple mid-term growth drivers, including growth in organised retail for cash logistics, fresh cycle of PSU ATMs, and private sector ATM expansion for managed services

Rashi Peripherals IPO: Why investors need to be cautious

IT product distribution business is a working capital-intensive, low- margin one that necessitates high inventory maintenance to keep the supply chain smooth.

Bikes in a battle: Can Bajaj Auto take a bite from Royal Enfield's market pie?

Analysts agree that Bajaj Auto will certainly offer stiff competition in the premium bike segment but are cautious in their forecast

Coforge sends mixed signals, Street divided

Coforge says it is focussing on 16 key priority accounts, from where it expects 45 percent of the incremental growth in FY24. However, it said the demand environment remains uncertain and a recovery in the second half of FY24 is unlikely.

EV adoption could blow a hole in IGL’s biz in the long run

For IGL, CNG business accounts for nearly 70-75 percent volume while domestic piped natural gas forms 14 percent and the remainder comes from industrial or commercial PNG

ABB India makes rapid strides to new highs, but analysts see little room for fresh rally

What keeps analysts at crossroads over ABB India despite FIIs slobbering over the stock? From consolidation to retracement and higher risks — the analysts have a host of arguments

Mahindra Logistics attributes big slump in Q4 profit to Rivigo acquisition, slowdown in e-commerce biz

Despite a slowdown in some end markets, Mahindra Logistics' core third-party logistics (3PL) business has shown positive momentum in terms of order intake and margin expansion, the company management said during the call.