Moneycontrol Research

The revival of the domestic auto market, traction in Aquapharm Chemicals offerings, and plans for battery chemicals hold promise in the medium term

Meesho IPO: Will the online platform offer value to investors?

India’s e-commerce market, currently worth Rs 6 lakh crore, is projected to grow to Rs 15-18 lakh crore by fiscal 2030. The majority of new shoppers will come from Tier 2 markets and beyond. These augur well for the company

Aequs IPO: Is it a turnaround story or a valuation bubble waiting to burst?

From forging jet-engine parts to making toys, the company has a rare vertically integrated platform

Cement sector review: Volume growth to improve in H2

The sector is likely to face pricing pressure for 1-2 quarters

International Gemmological Institute India: Healthy earnings outlook

Increasing LGD penetration and growth in other product segments, like natural diamonds, studded jewellery, and coloured gemstones, will be the key growth levers

Persistent Systems: Is the stock too pricey? Should you give it a miss?

The company posts strong growth in Q2FY26 with resilient margins and momentum in order inflows

Can Dodla Dairy maintain its growth momentum?

Shift to higher-margin VAP and disciplined procurement strategy are enhancing earnings and expanding multi-region growth potential

Galaxy Surfactants: Limited downside risk

Among the key challenges for the company in the coming quarters is the exposure to the US, which constitutes about 10 percent of sales

Home First Finance: Steady execution amid a difficult macro

Growth outlook positive as the company pursues expansion while focusing on asset quality improvement

Weekly Tactical Pick: Why this regional jewellery player is likely to shine

With jewellery demand remaining strong despite surging prices, and the ongoing wedding season, PN Gadgil Jewellers expects demand momentum to sustain

Can Escorts Kubota reclaim the lost ground?

Strong agri performance contrasts with the softness in the construction equipment segment

Control Print: Is it time to print a buy label?

The outlook may get incrementally brighter while the valuation remains undemanding

Bharat Dynamics: Ambitious targets amid capacity expansion, export push

The company remains well-positioned for long-term growth

Royal Orchid Hotels: Why should you check into this hotel stock?

The company has lined up healthy room addition plans and is in negotiations to add properties on a revenue-share basis

Zensar – Is the weakness in the stock an opportunity?

Near-term business challenges cannot be ruled out

Cera Sanitaryware – Quality business facing growth headwinds

The company is optimistic about a recovery and is aiming for a 10-12 percent growth in revenues during the second half

INOX India: Stars align for the earnings cycle

The company is benefiting from a mix of strong execution and meaningful progress in new verticals such as hydrogen, semiconductor-related equipment, and beverage kegs

SBFC Finance well placed to cash in on the opportunity in SME space

Cautious approach to asset quality will drive risk-adjusted growth on a sustainable basis

SP Apparels: Q2 numbers buck the industry trend

The garment exporter delivered quietly when the entire sector was facing the US tariff impact

Apeejay Surrendra Park Hotels: Growth to accelerate in H2

Rising income levels, improved infrastructure and connectivity, and the development of new tourist spots are expected to sustain healthy demand

VIP: Can investors bet on a turnaround?

The business strategy of the new owners is key to the company’s future performance

Can V2 Retail become a national player?

Consistent performance and scalable format position V2 for a credible national growth expansion

Weekly Tactical Pick: This power utility’s core business remains structurally intact

Strong capex pipeline, easing execution issues could set the stage for earnings recovery in the second half of current fiscal

Tata Motors: Can it defend CV leadership amid rivalry?

Margin expansion sustained through scale benefits and cost rationalisation

Sudeep Pharma IPO: A pricey play on opportunity in drug raw materials

The company’s RHP mentions that more than 80% of the excipients used in India are imported, with China being a major supplier. This underlines a significant opportunity for import substitution