The crucial question is how quickly can the AI service revenues meaningfully pick up?
Though the medium-term outlook is steady, the valuation is elevated
With improving margins and earnings visibility, the stock should offer good rewards
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
It is unclear for now how well the airline will be able to manage the disruption
Growing private-label segment, improving operating discipline, and steady expansion keep the company on a strong growth trajectory
The turbulence triggered by the FDTL norms may be temporary, but its impact is likely to have lasting consequences
The company's strategic focus, early-mover advantage, strong order book, and indigenous R&D capabilities make it a strong candidate in the evolving and growing defence technology space
Valuation looks expensive though the company is poised for growth
The near-term turbulence notwithstanding, IndiGo’s long-term outlook is strong
As AI-led service spending picks up, Infosys should benefit because of its discretionary-heavy portfolio
AI-led deal wins, improving execution underpin confidence despite evolving demand visibility
Deal win strong, order pipeline robust, and margins are improving
The revival of the domestic auto market, traction in Aquapharm Chemicals offerings, and plans for battery chemicals hold promise in the medium term
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
From forging jet-engine parts to making toys, the company has a rare vertically integrated platform
The company posts strong growth in Q2FY26 with resilient margins and momentum in order inflows
Shift to higher-margin VAP and disciplined procurement strategy are enhancing earnings and expanding multi-region growth potential
Among the key challenges for the company in the coming quarters is the exposure to the US, which constitutes about 10 percent of sales
Growth outlook positive as the company pursues expansion while focusing on asset quality improvement
With jewellery demand remaining strong despite surging prices, and the ongoing wedding season, PN Gadgil Jewellers expects demand momentum to sustain
Strong agri performance contrasts with the softness in the construction equipment segment
The outlook may get incrementally brighter while the valuation remains undemanding
The company remains well-positioned for long-term growth
Near-term business challenges cannot be ruled out