Moneycontrol Research

The jewellery business would continue to benefit from the market shift towards the organised segment, led by favourable regulatory factors and healthy network expansion by the company across brands.

Q2 FY26 Update: Demand, store expansion fuel strong growth for value fashion retailers

Policy tailwinds, rural revival, and disciplined expansion to drive growth in value retail segment

Cement Q2 earnings preview: Extended monsoon, policy transition to weigh

UltraTech Cement and Dalmia could be key beneficiaries owing to their cost leadership and strong balance sheets

NMDC: Riding on strong steel demand, better pricing

The iron ore market has seen a steady upturn from the lows of July, with production and sales rising strongly, and the company’s near-term growth outlook appears quite good

LG Electronics IPO: Is this the right time to invest in a trusted consumer brand?

Leading player with strong financials available at attractive valuations

Shringar House of Mangalsutra: Will the stock sparkle?

SHOML has most of the reputed jewellery chains as its customers and is targeting to increase the share of business with them.

FMCG Q2 FY26 Update: GST cut, urban demand revival to aid growth

Easing inflation, tax impetus to drive consumption growth

Tata Capital IPO is priced reasonably, but should investors subscribe to it?

The company is well-positioned to command a valuation premium, given its strong parentage and the market’s bias towards quality names in the financial services space

Will banking stocks react to a tepid Q2 FY26?

A pick-up in demand, along with fiscal and monetary measures, to support credit growth

September auto sales: From slowdown to surge

Robust festive demand and GST impact drive growth across segments

Weekly Tactical Pick: This NBFC is set for re-rating as regulatory overhang eases

The company reported healthy loan growth and a marginal uptick in margins in Q1FY26 results

WeWork India: Can the IPO ride the flexible workspace growth wave?

The company has emerged as a frontrunner in the flexible workspace segment

Bharat Dynamics: Strong order book fuels growth

The company is expanding capacity as export opportunities grow

Is this the unexpected Navratri gift of RBI to banks?

Further easing of the regulatory environment to boost the performance of lenders

Why is RBI dovish despite being optimistic on growth?

By holding rates, the RBI has effectively kept its options open to respond should tariff disruptions persist and pose downside risks to growth

eMudhra Q1 FY26: Opportunity has three faces

Stable growth, steady profitability, and recent correction offer promise

SBFC Finance: How justified is the valuation of this stock?

It is well-positioned to seize the big market opportunity in the SME space

Endurance Tech: Expanding horizons at reasonable valuation

As of FY25, there are about 1.5 crore two-wheelers below 125cc engine capacity without ABS and the company expects to capture at least 25% of this incremental market opportunity

Summer Washout: Can Voltas recover the lost momentum?

Lower prices after the GST cut, pent-up demand, and festive season sales should support growth

KPIT: Steady show, macro overhang remains

The company acquires Caresoft and partners with JSW, thus increasing its global footprint

Heritage Foods: A compelling play on premium dairy items, GST reforms

Expanding VAP contribution and ice-cream capacity position HFL for operating leverage-led earnings acceleration

IKS Health – Why you should look at this healthcare BPO, post correction

The company’s core business is largely insulated from technology disruptions

What does the new US tariff salvo mean for Indian pharma?

The diktat could be positive for local generic drug companies

Weekly Tactical Pick: This housing finance company is set to gain from the falling rate environment

Given the healthy and steady state of return ratios, a strong parentage, and sectoral tailwinds, the LICHF stock is poised for a re-rating

Pace Digitek IPO is a play on energy storage opportunity

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