Moneycontrol PRO
Loans
Loans

Moneycontrolresearch

Jump to
  • Delhivery: Execution a big positive, but upside potential limited

    The logistics company is poised to capture a larger market share

  • Can Gaudium IVF’s IPO gain a first-mover advantage?

    The IVF market in India is worth about $1.3billion, as of 2024, and it is expected to grow at 13 percent CAGR to reach ~$4.5 billion by 2034

  • Vijaya Diagnostics: Do fundamentals align for compounding?

    The company continues to demonstrate disciplined execution, strong operating leverage, and prudent capital allocation

  • Endurance Technology: Strong Q3FY26, growth visibility intact

    The company is benefitting from EV adoption, content expansion, strong global OEM ties, and geographic and product diversification

  • ZFCVL: Resilient Q3, cyclical recovery in sight

    The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments

  • Apollo Hospitals Q3FY26: Scaling up with profitability discipline

    Capacity expansion, digital push power next leg of growth

  • Bosch: Steady Q3 FY26; valuation limits upside

    Bosch plans to increase its export contribution and remains committed to localisation as a core long-term strategy

  • Max Healthcare: Q3 softness doesn’t cloud long-term growth thesis

    The company offers strong medium-term revenue visibility, underpinned by a large pipeline of bed additions and sustained strength in core operating metrics

  • Gabriel India Q3 FY26: Strong execution; growth potential priced in

    The company has secured multiple new programmes during the quarter. These wins reinforce Gabriel’s long-established position with marquee OEMs and strengthen its near-term revenue visibility.

  • Subros Q3 FY26: EV readiness improves, near-term catalysts limited

    The company is now positioning itself to capture the next leg of growth from electric mobility where thermal management content per vehicle structurally increases

  • Concor puts up a steady Q3 amid transient headwinds

    The company's business moat and solid fundamentals ensure strong long-term growth potential

  • Union Budget 2026 – How does E2E Networks stand to gain?

    An indirect beneficiary that could gain from the positive sentiment in India data centre services

  • E2E Networks: Strong results; turnaround underway

    Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers

  • Can the Union Budget lift sentiment for rural India?

    Sustained rural growth is critical for India’s broader economic momentum and relying on incentives alone will not be enough

  • How will stocks react in the event of an El Niño?

    There is a growing probability of El Niño developing from April 2026, coinciding with India’s southwest monsoon

  • Landmark Cars: Transition pains behind, growth momentum builds up

    The October-December quarter gathers pace with a double-digit YoY growth in passenger vehicle sales

  • Discovery Series: E2E Networks: Riding India’s AI compute supercycle

    Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers

  • Krsnaa Diagnostics: Steering towards new growth horizons

    The company is targeting 40-50% of revenue mix from its retail business

  • IndusInd Bank: Can this be a stock for the long term?

    The new management is building a robust business with a diversified de-risked asset book and a granular liability franchise

  • Does this auto ancillary stock merit a place in your portfolio?

    CAL’s aluminium business remains a key growth driver aided by acquisitions of DR Axion and Sunbeam

  • Max Healthcare Q2 FY26: Improved valuation comfort

    The company plans to double its capacity in 4-5 years

  • Endurance Technology Q2 FY26: Multiple catalysts at work

    The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth

  • Suraksha Diagnostics Q2 FY26: Offering a long-term investment case

    It is a scalable play on India’s evolving healthcare demand

  • Global Health Q2 FY26: Healthy performance, strong outlook

    The upcoming greenfield projects will help Medanta to establish a presence in western and eastern India

  • SJS Enterprises: The earnings momentum remains strong in Q2

    SJS expects to grow at 2.5x the industry volume in FY26

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347