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Budget Express 2026

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  • HUL Q3 FY26: Growth speaks volumes about the quarterly show

    HUL Q3 FY26: Growth speaks volumes about the quarterly show

    The company is betting on a business transformation and is guiding to a higher sales growth for FY27

  • Weekly Tactical Pick: Why this defence stock looks interesting after correction

    Weekly Tactical Pick: Why this defence stock looks interesting after correction

    The company has significant headroom to ramp up execution as new orders flows in

  • Textile stocks have soared, but is Bangladesh about to steal the show?

    Textile stocks have soared, but is Bangladesh about to steal the show?

    Textile exporters’ stocks have had a volatile time, with tariffs, trade deals and investors are left wondering which country has the better deal. Here’s a guide for investors 

  • Chart of the Day: A money market corner becomes indispensable for deposit growth

    Chart of the Day: A money market corner becomes indispensable for deposit growth

    Dependency on certificates of deposit has increased in recent times

  • FORGE a pact and Vault past the rare earth paradox

    FORGE a pact and Vault past the rare earth paradox

    India should leverage the current momentum in ties with the US to strengthen its critical mineral security

  • New CPI series reaffirms benign inflation scenario, but extended pause on policy rate likely

    New CPI series reaffirms benign inflation scenario, but extended pause on policy rate likely

    The updated CPI with base 2024 sharply reduces food’s weight to 36.75%, strengthening headline inflation’s relevance as the monetary policy anchor. The data confirms inflation bottomed in Q3FY26, now rising toward 4% — strengthening RBI's case to hold rates

  • Uptick in month-on-month new CPI signals price pressures in January

    Uptick in month-on-month new CPI signals price pressures in January

    The first inflation print under India’s updated CPI series is comfortable, but there’s a month-on-month momentum in January that the RBI can’t afford to brush aside

  • How AstraZeneca shot for the moon — and hit

    How AstraZeneca shot for the moon — and hit

    Getting one’s laboratories to do the hard work is a durable recipe for success 

  • Quick Take: HUL’s profits hit by one-offs, but it's a mixed picture on business front too

    Quick Take: HUL’s profits hit by one-offs, but it's a mixed picture on business front too

    Exceptional items and labour code-related charges hit profits, but even after looking through these, its various categories are not firing on all cylinders

  • Divi’s Lab: Getting ready for peptide opportunity

    Divi’s Lab: Getting ready for peptide opportunity

    The prospects for custom synthesis businesses are getting better; valuation fair.

  • Apollo Hospitals Q3FY26: Scaling up with profitability discipline

    Apollo Hospitals Q3FY26: Scaling up with profitability discipline

    Capacity expansion, digital push power next leg of growth

  • Lenskart Q3 — Execution is clear, valuation still demanding

    Lenskart Q3 — Execution is clear, valuation still demanding

    The third-quarter performance confirms that the company has entered a structurally stronger phase where growth and profitability are improving together

  • Apollo Hospitals outperforms in Q3, focus turns to capacity expansion

    Apollo Hospitals outperforms in Q3, focus turns to capacity expansion

    The new hospitals are expected to incur sizeable loss in the first year of operations

  • Chart of the Day | Rubber prices ease, tyre firms breathe easy

    Chart of the Day | Rubber prices ease, tyre firms breathe easy

    Given that international rubber prices are ruling high still, will the fall in domestic prices sustain?

  • Export surge fuels domestic CV makers’ earnings prospects

    Export surge fuels domestic CV makers’ earnings prospects

    Large-sized orders reflect the acceptance of made-in-India automobiles both in the commercial and passenger segments, mainly on home-grown technological platforms

  • Ashok Leyland Q3 FY26: Strong volumes drive the show

    Ashok Leyland Q3 FY26: Strong volumes drive the show

    Well positioned to further enhance its operational performance and expand market share within the industry

  • Twin engines propelling M&M’s growth

    Twin engines propelling M&M’s growth

    The company’s growth is driven by auto and farm equipment segments

  • Jyoti CNC Q3 FY26 – Execution strong; financial leverage in focus

    Jyoti CNC Q3 FY26 – Execution strong; financial leverage in focus

    Order visibility and margin stability support sustained earnings growth

  • GRSE: Strong order book to fuel future growth

    GRSE: Strong order book to fuel future growth

    The company is expanding its shipbuilding capacity and exploring greenfield opportunities

  • Britannia Q3 FY26: Sustained growth recovery, stable margins on the cards

    Britannia Q3 FY26: Sustained growth recovery, stable margins on the cards

    A diversified portfolio, strong execution make the outlook positive

  • Star performers in Q3, PSU banks gear up for more business as capex comes calling

    Star performers in Q3, PSU banks gear up for more business as capex comes calling

    The boost to exports from the trade deals with the US and Europe is making companies build capex plans, a boon for banks

  • India's jewellery industry under siege as precious metals soar

    India's jewellery industry under siege as precious metals soar

    Gold's meteoric rise has triggered a crisis across India's jewellery industry, with small retailers haemorrhaging sales while organized chains thrive amid the turmoil

  • Pick your companies right and it should not be difficult to deliver reasonable returns; this is a year for stock picking: Kenneth Andrade

    Pick your companies right and it should not be difficult to deliver reasonable returns; this is a year for stock picking: Kenneth Andrade

    The new Flexi Cap fund is an extension of its existing philosophy, allowing a wider opportunity set while retaining a concentrated, high-conviction approach, according to Andrade. The NFO is open from February 13 to 23.

  • Ping! The WhatsApps that should have been an email

    Ping! The WhatsApps that should have been an email

    If your instant message requires immediate attention, fine. But many don’t — They’re just inconsiderate

  • What’s behind Marico’s seemingly insatiable appetite for acquisitions?

    What’s behind Marico’s seemingly insatiable appetite for acquisitions?

    Marico has splashed out around Rs 700 crore in the matter of a few weeks to snap up three brands, Skinetiq, Cosmix and 4700BC in the personal care and foods categories

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