The solar PV module industry faces the risk of market oversupply and intense price competition
Business moats, cost tailwinds, and strong execution capabilities will drive valuation
Strong partner ecosystem, but margins and scalability yet to be established
Revenues showed healthy growth, while margins remained steady
Companies with scalable models and balanced, risk-adjusted growth are likely to take the lead
Revenue growth healthy in Q1FY26, supported by improved execution, even as profits softened marginally
The company has a strong order book and project execution is likely to pick up pace
Policy support and farm sentiment lift growth outlook, but market share pressure persists
For long-term investors, the flotation offers a differentiated way to participate in the formalisation of India’s home-services market
Strong revenue growth in Q1FY26, supported by a robust ship-repair business
The move will ease procurement costs for both manufacturers and integrators
A flat GST on retail sales price will enhance pricing stability, and lower tax evasion, resulting in a predictable tax environment
Weekly tactical: why this industrial capex play offers value
Lower taxes on daily essentials, packaged food, and oral and personal care categories will revive consumption
A lower GST rate sets the stage for a demand revival in consumer durables
Rates have been pruned for drugs used in chronic diseases as also medical devices and hospital chains
GST rationalisation strengthens the consumption story by boosting affordability, accelerating the shift to organised players and creating volume-led earnings tailwinds
A reduction in the GST rate from 28 percent to 18 percent for most automobile sub-segments is expected to boost overall sales. But a few will gain more than the others
Aggressive store additions, expanding margins, and improving return ratios underpin growth visibility
The outlook is good on the back of a possible policy push and better monsoon this year
Given the business moats, robust return ratios, and strong tailwinds in the MF industry, CAMS is a long-term compounder
Reliance Consumer Products Ltd (RCPL) is positioned to become a major disruptor in India's FMCG sector, with Reliance Industries announcing aggressive expansion plans
Weak summer demand and higher procurement costs dented Q1 margins, but Africa growth and diversification into eastern and western India keep the structural growth story strong
Poised to maintain growth momentum with a sustainable business model
Healthy earnings growth, but asset quality and elevated credit costs weighed on the stock’s performance