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
Cautious approach to asset quality will drive risk-adjusted growth on a sustainable basis
The business strategy of the new owners is key to the company’s future performance
Consistent performance and scalable format position V2 for a credible national growth expansion
Margin expansion sustained through scale benefits and cost rationalisation
The company’s RHP mentions that more than 80% of the excipients used in India are imported, with China being a major supplier. This underlines a significant opportunity for import substitution
The luggage-maker put up a strong show in Q2 with decent volume growth, stable realisation, margin improvement, and an overall better outlook for the second half
ABCL is poised to maintain growth momentum with a sustainable business model
The company is well placed to benefit from the digitisation tailwinds in the education sector
Near-term upside possibility notwithstanding, the medium term concern about the Indian market is more structural
Loan growth, asset quality improvement on the cards
The rally in the stock in the past four months captures much of the optimism about the large inorganic move
The company has a diversified growth agenda and its execution capabilities are strong
Hero projects industry growth of 8-10% in the second half of the year. For FY26, the company has maintained its earlier guidance of 6-7% growth, indicating steady underlying demand
JLR’s operational disruptions and global macro headwinds continue to cloud earnings visibility
Most of the businesses are matured and, hence, offer predictable earnings trajectories
A fundamentally sound, IP-rich entertainment leader poised to capture value from India’s expanding digital and regional music markets