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  • Saatvik Green Energy IPO: A shining bet on India’s clean energy future?

    Saatvik Green Energy IPO: A shining bet on India’s clean energy future?

    The solar PV module industry faces the risk of market oversupply and intense price competition

  • Weekly Tactical Pick – A good time to add this high-growth housing finance player?

    Weekly Tactical Pick – A good time to add this high-growth housing finance player?

    Business moats, cost tailwinds, and strong execution capabilities will drive valuation

  • iValue Infosolutions IPO: Will this unique offering prove to be a winner?

    iValue Infosolutions IPO: Will this unique offering prove to be a winner?

    Strong partner ecosystem, but margins and scalability yet to be established

  • Cantabil Retail India: Is steady execution turning into growth visibility?

    Cantabil Retail India: Is steady execution turning into growth visibility?

    Revenues showed healthy growth, while margins remained steady

  • Sustainable, secured growth strengthens outlook for affordable housing finance companies

    Sustainable, secured growth strengthens outlook for affordable housing finance companies

    Companies with scalable models and balanced, risk-adjusted growth are likely to take the lead

  • HAL’s strong order pipeline boosts growth visibility

    HAL’s strong order pipeline boosts growth visibility

    Revenue growth healthy in Q1FY26, supported by improved execution, even as profits softened marginally

  • Weekly Tactical Pick: Why this construction major may reverse its underperformance

    Weekly Tactical Pick: Why this construction major may reverse its underperformance

    The company has a strong order book and project execution is likely to pick up pace

  • Escorts Kubota: Tractors power ahead, CE segment slows the speed

    Escorts Kubota: Tractors power ahead, CE segment slows the speed

    Policy support and farm sentiment lift growth outlook, but market share pressure persists

  • Urban Company IPO: Can a sticky business model offset thin profits?

    Urban Company IPO: Can a sticky business model offset thin profits?

    For long-term investors, the flotation offers a differentiated way to participate in the formalisation of India’s home-services market

  • Cochin Shipyard: Order book, export opportunities provide comfort

    Cochin Shipyard: Order book, export opportunities provide comfort

    Strong revenue growth in Q1FY26, supported by a robust ship-repair business

  • Defence GST cuts: Boost for OEMs, system makers and exports

    Defence GST cuts: Boost for OEMs, system makers and exports

    The move will ease procurement costs for both manufacturers and integrators

  • ITC: How does the new GST rate structure unfold for the cigarette business?

    ITC: How does the new GST rate structure unfold for the cigarette business?

    A flat GST on retail sales price will enhance pricing stability, and lower tax evasion, resulting in a predictable tax environment

  • Weekly Tactical Pick: Why this industrial capex play offers value

    Weekly Tactical Pick: Why this industrial capex play offers value

    Weekly tactical: why this industrial capex play offers value

  • GST boost for FMCG companies to drive demand recovery, sector re-rating

    GST boost for FMCG companies to drive demand recovery, sector re-rating

    Lower taxes on daily essentials, packaged food, and oral and personal care categories will revive consumption

  • Consumer durables get a GST lift — Which players will lead the charge?

    Consumer durables get a GST lift — Which players will lead the charge?

    A lower GST rate sets the stage for a demand revival in consumer durables

  • GST rate cuts to benefit players across the healthcare sector

    GST rate cuts to benefit players across the healthcare sector

    Rates have been pruned for drugs used in chronic diseases as also medical devices and hospital chains

  • What GST rate cuts for the ‘Common Man’ mean for consumer categories, companies

    What GST rate cuts for the ‘Common Man’ mean for consumer categories, companies

    GST rationalisation strengthens the consumption story by boosting affordability, accelerating the shift to organised players and creating volume-led earnings tailwinds

  • Which auto stocks stand to gain most from the GST reset?

    Which auto stocks stand to gain most from the GST reset?

    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

  • Can V2 Retail sustain its growth in value fashion?

    Can V2 Retail sustain its growth in value fashion?

    Aggressive store additions, expanding margins, and improving return ratios underpin growth visibility

  • August auto sales hit GST speed breaker

    August auto sales hit GST speed breaker

    The outlook is good on the back of a possible policy push and better monsoon this year

  • Why you should look at CAMS amid a volatile market

    Why you should look at CAMS amid a volatile market

    Given the business moats, robust return ratios, and strong tailwinds in the MF industry, CAMS is a long-term compounder

  • Is the FMCG sector gearing up for another disruption?

    Is the FMCG sector gearing up for another disruption?

    Reliance Consumer Products Ltd (RCPL) is positioned to become a major disruptor in India's FMCG sector, with Reliance Industries announcing aggressive expansion plans

  • Is this dairy player nourishing enough for portfolio addition?

    Is this dairy player nourishing enough for portfolio addition?

    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

  • What can drive the stock performance of this financial services player?

    What can drive the stock performance of this financial services player?

    Poised to maintain growth momentum with a sustainable business model

  • What makes DCB Bank attractive despite subdued performance?

    What makes DCB Bank attractive despite subdued performance?

    Healthy earnings growth, but asset quality and elevated credit costs weighed on the stock’s performance

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