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    • PI Industries: Quality name wading through industry challenges

      Q2 performance below Street expectations and a traction in CDMO is crucial for growth

    • Festive season drives auto sales

      Export demand has been showing an uptrend in the last five months. The revival in the global economy is reflecting in the numbers of some of the leading automobile exporters.

    • Capital Small Finance Bank – why its valuation merits attention

      The SFB’s experience in the home market of Punjab gives it a competitive edge

    • Zensar – Interesting medium-term outlook warrants gradual accumulation

      Focus on next-gen technologies and demand improvement should aid performance

    • KIMS: A play on hinterland healthcare demand in South India

      While the capacity addition pipeline is decent, the growing focus on oncology and transplant centres will strengthen the company’s margin profile.

    • Tata Steel: Lower realisation hurts, challenges to persist

      The Indian operation is stable, but overseas performance disappointing

    • Two-wheelers, auto exports remain in top gear in October

      The only segment which saw a declining trend was commercial vehicles. Companies say that the government's emphasis on infrastructure, construction, and mining activities provide further hope for the auto sector

    • Airtel Q2 FY25: Strong show in India, Africa continues to be the Achilles' heel

      Tariff hikes and a growing share of high-value customers to drive ARPU growth

    • Maruti’s Q2 FY25: Can festive demand add speed to its momentum?

      Better product mix helped realisations inch up though there was a slight dip in volumes

    • Syngene: FY25 guidance intact as biotech funding revives

      The macro tailwinds are strong as biotech firms are looking for a China alternative and the US Biotech Act can potentially decouple China’s biotech supply chain from the US biotech value chain

    • JSW Steel: Weak Q2; levers in place for better FY25

      The recently announced broad stimulus measures by the Indian government to boost liquidity, consumer sentiment, and improved housing sales are expected to lower exports from China, thereby reducing pricing pressure.

    • IndiGo Q2 FY25 numbers fly at a low altitude

      Grounding of aircraft and rising fuel cost hurt financials, though growth levers are intact

    • IndusInd Bank -- Should you be catching the falling knife after the Q2 disappointment?

    • AU SFB Q2 FY25 – Asset quality woes mask several emerging strengths

      Tilt towards higher yielding products should support margin and cost ratios should trend lower as synergy benefits get exploited

    • TVS Q2FY25: Continues to cruise on a fast track, but valuation sticky

      The current trend indicates modest growth in Q3FY25. However, the management is optimistic that demand will pick up ahead of the Diwali festival.

    • Wipro Q2 FY25: Why we see a valuation angle emerging

      Second-quarter earnings were decent and there was positive surprise on margins and order inflows

    • Bajaj Auto Q2 FY25: Strong positioning helps defy challenges

      Capacity expansion to fuel growth, but stock valuation is expensive

    • Hyundai's mega IPO is here. Should you book a ride?

      A unique opportunity for investors to capitalise on an auto major’s steady growth performance

    • Will Accenture’s positive pitch report help Indian IT stocks?

      Indian IT service players likely to remain cautiously optimistic although margin trajectory may remain divergent

    • Has Sharda Cropchem managed to tide over all the challenges?

      Concern around business outlook lingers as international markets may take time to recover

    • Kross IPO:  Should you forge ties with this company?

      The company’s long-standing relationship with its customers ensures a steady stream of revenue and reduces the cost of acquiring new clients or securing additional businesses from existing ones.

    • August auto sales numbers indicate mixed trend

      Two-wheelers and premium cars see sustained demand, while Ola Electric faces stiff competition

    • A bigger bonus for RIL’s shareholders lies in its medium-term growth blueprint

      Investors took home a bonus on the day of the AGM but can also expect a meaningful boost to valuations from the projected growth in its new energy, media and telecom businesses

    • ECOS India Mobility IPO:  Will it add mobility to your portfolio?

      Demand outlook steady, financial performance strong, and valuation reasonable

    • Hero MotoCorp Q1: Deserves a look, thanks to positive rural sentiment

      Stable commodity prices, a good monsoon, and increased government spending in rural areas are the expected tailwinds for the company

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