The company is likely to sustain its higher market share in automotive AC components
The company has a strong order book and project execution is likely to pick up pace
Policy support and farm sentiment lift growth outlook, but market share pressure persists
The company has a strong balance sheet and a unique core business that cannot be ignored
The company has delivered a close to 4x return to investors since being recommended in MC Pro’s Discovery series
The fund raise via IPO will help SHOML tap new clients and significantly scale up the business
Expanding production capacity, forging tech ties, and growing the client base in new markets
For long-term investors, the flotation offers a differentiated way to participate in the formalisation of India’s home-services market
Most of the businesses have matured and offer modest organic growth opportunities
Strong revenue growth in Q1FY26, supported by a robust ship-repair business
Focus on premium products despite a weak summer season; the revival of the lighting business will be a key growth driver
The move will ease procurement costs for both manufacturers and integrators
Lower-than-expected revenue loss from the GST rate rationalisation and some scope for interest rate cut could be favourable factors
The company is seeing demand traction on the back of stability in gold prices as well as the ongoing festive season
A flat GST on retail sales price will enhance pricing stability, and lower tax evasion, resulting in a predictable tax environment
Weekly tactical: why this industrial capex play offers value
The aim is to make renewable energy more affordable for developers as well as consumers
Lower GST rates for natural menthol and its derivatives, but higher for non-natural ingredients
Move strengthens luxury travel offerings and marks TBO’s entry into the North American premium outbound market
While the overall impact of GST rate rationalisation on footwear is positive, the same may not be true for the apparel industry
GST rate cut on consumer ware categories, inputs of quick service restaurants would spur the demand
Lower taxes on daily essentials, packaged food, and oral and personal care categories will revive consumption
A lower GST rate sets the stage for a demand revival in consumer durables
Lower tax on cement and stable production costs should benefit cement companies. However, does it change the investment outlook for cement majors?
Rates have been pruned for drugs used in chronic diseases as also medical devices and hospital chains