Moneycontrol Research

The pace of improvement in profitability is a key factor for stock re-rating

Jyoti CNC Automation: Approaching a potential inflection point

Order visibility and margin stability support sustained earnings growth

Schneider Electric Infrastructure: Plugging into grid and data centre opportunities

Its areas of operation offer long-term growth visibility

Aditya Birla Lifestyle Brands: Growth to accelerate from Q3 FY26

As ABLBL has largely completed network consolidation and is adding new stores, the healthy secondary retail sales would get reflected in the overall company growth from Q3FY26

Varun Beverages: Twizza acquisition adds to international diversification strategy

The expansion will deepen penetration and strengthen market standing in South Africa

Tata Technologies: Recovery with caveats

Sequential growth returns in Q2FY26 though margins and client concentration remain key watchpoints

Discovery Series | An FMCG proxy play with industry tailwinds

The Indian LAB market continues to see a robust growth of 4-5%. Tamilnadu Petroproducts stands to gain

Shriram Finance: Will the foreign investor drive a stock re-rating?

Expanding business growth, sector tailwinds, stable asset quality, and merger benefits augur well for the NBFC

Does Accenture’s good report mean a steady Q3 for Indian IT players?

For the local industry to perform, new AI-led services must offset the deflationary impact of AI on the existing revenue stream

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

BEL emerges as a defensive growth stock amid volatile markets

How data centre boom will fuel India’s next infrastructure investment wave

India’s AI-led data centre demand is gathering momentum, creating powerful tailwinds across the technology and infrastructure ecosystem.

These stocks are good to ride India’s data centre boom

While technology giants and large conglomerates dominate headlines, some of the most consistent AI-linked opportunities lie with the providers of critical infrastructure and enablers

TCS – Can the AI pivot help the stock come out of its slumber?

The crucial question is how quickly can the AI service revenues meaningfully pick up?

Discovery Series: KRN Heat Exchangers -- Can it deliver hot returns?

As cooling demand explodes, this company sits at an inflection point of opportunities and execution risks

Muthoot Finance – Is it time to pocket the gains?

Though the medium-term outlook is steady, the valuation is elevated

Himadri Speciality: H2 to see a pick-up in volume growth

While long-term value creation depends on the successful execution of new businesses, the supportive balance sheet and reasonable valuation make the company a worthy bet

IDBI Bank: Can disinvestment steer a re-rating?

The real attraction for the potential buyer will be IDBI Bank’s huge deposits of over Rs 300,000 crore, as of September’25-end

KSH International IPO: Can it reward investors with electrifying returns?

As it taps the public markets, investors must evaluate whether scale, margins, and balance-sheet strength can translate into sustained returns

Hotel sector: IndiGo’s operational turmoil to have minimal impact

While flight cancellations affected passenger travel and there were some hotel booking cancellations, the overall impact on demand was minimal

Hitachi Energy poised to leverage domestic energy upcycle

With improving margins and earnings visibility, the stock should offer good rewards

Weekly Tactical Pick | Sky Gold and Diamonds: Why is it set to shine more?

Whether it’s increasing wallet share, rolling out new products or entering newer markets, SGDL is hitting all the right buttons to be a winner

Goldiam International: Long-term outlook bright, but near term can be dull

Goldiam has established a gold-casting facility in the US, its key market, which contributes about 90% to revenues, to mitigate the steep tariff hike imposed by the US

IndiGo crisis: Structural cost threat dominates outlook

It is unclear for now how well the airline will be able to manage the disruption

What is in store for Indian investors as Fed’s dot plot remains fuzzy?

The proposed trade deal with the US is going to be the deciding factor

Park Medi World IPO: Is it the right spot to park your money?

Over the years, PMWL has undertaken a series of acquisitions, acquiring 8 hospitals across North India. The company follows a cluster-based approach to grow its network to drive operational synergies