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  • TCS Q3 FY26 — Can the stock regain its lost glory anytime soon?

    The IT major reports a steady quarter with revenue uptick, stable margins, and healthy orders

  • HCL Tech Q3 FY26: Strong all-round performance

    Order inflows showed strength and the pipeline looks healthy

  • Will the Budget bring cheer to Indian equity markets?

    Expectations are for a conservative approach with no negative surprises

  • GM Breweries Q3 FY26: Margin adds a kick to the quarterly show

    Steady volumes and disciplined execution drive operating leverage surprise

  • Can Karur Vysya Bank maintain its consistent show in 2026?

    With a reasonably high RoA, the valuation looks reasonable despite the stock’s outperformance

  • From slowdown to surge — the auto turnaround in 2025

    GST rate cuts and rural recovery support volume momentum

  • Is the FMCG sector poised for a recovery run?

    Early updates point to a sequential improvement in consumption demand as the policy backdrop had strengthened

  • Can banking stocks continue to outperform amid a sharp rate cut cycle?

    Valuations reasonable and there is no major concern about asset quality or capital adequacy

  • Astra Microwave: Powering India’s strategic electronics

    Its dominant presence in a niche segment, strong order book, robust project pipeline, and ongoing capacity enhancements provide clear and sustained earnings visibility

  • Will 2026 be the year of Indian equities?

    Besides macro and earnings stability, a relatively attractive valuation continues to remain a key determinant for the Indian stock market

  • Is ITC a good buy, post correction triggered by the tax shock?

    It appears that a stable taxation regime is over for the cigarette industry

  • Why this affordable housing play deserves attention

    India Shelter Finance Corporation operates in a segment which represents the fastest-growing and most attractive sub-segment within HFCs

  • Weekly Tactical Pick: Does this chemical stock warrant attention, post recent correction?

    New growth drivers as well core market demand augur well for the company which is in an expansion mode

  • Muthoot Microfin: Why this NBFC-MFI merits attention

    While investors can play micro-lending through SFBs, a lower cost structure, higher earnings growth, and the potential to convert or being acquired by a bank make a pure-play MFI like MML a worthy bet

  • Will the Nifty cross 30,000 in 2026?

    Upside potential is high and it is time to start preparing for another exciting year

  • 2025: Year of IPOs, but massive fund-raising spree yields only selective winners

    The IPO stories of the year offered many lessons for companies as well as retail investors. The year showed that merely being in a trending sector will not help companies and indiscriminate subscriptions will not reward investors

  • Aadhar Housing Finance: Is it a good bet on affordable housing?

    The company is well placed, both on asset quality and growth trajectory

  • Will the current bond market dislocation resolve in 2026?

    There is a clear disconnect between monetary easing and bond market performance as G-Sec yields have risen, despite aggressive cuts in policy rates

  • Coforge’s Encora deal: A big, bold acquisition, but is it an astute bet?

    AI-led engineering, Data and cloud services are likely to deliver $2 billion revenue in FY27 for the combined entity, out of a total revenue of $2.5 billion

  • Where is the value for investors in consumer tech?

    Improving unit economics, operating leverage, and capital discipline are increasingly shaping returns as the sector moves beyond scale-led growth

  • Yes Bank: Why is the excitement missing despite the SMBC deal?

    The pace of improvement in profitability is a key factor for stock re-rating

  • Varun Beverages: Twizza acquisition adds to international diversification strategy

    The expansion will deepen penetration and strengthen market standing in South Africa

  • Tata Technologies: Recovery with caveats

    Sequential growth returns in Q2FY26 though margins and client concentration remain key watchpoints

  • Shriram Finance: Will the foreign investor drive a stock re-rating?

    Expanding business growth, sector tailwinds, stable asset quality, and merger benefits augur well for the NBFC

  • Does Accenture’s good report mean a steady Q3 for Indian IT players?

    For the local industry to perform, new AI-led services must offset the deflationary impact of AI on the existing revenue stream

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