Understanding Jio Platforms – Part 3: A Platform for Homes and Businesses
By Dilip Davda This is Part 3 of our four-part series on Jio Platforms, ahead of the mega IPO. Part 2 looked at the technology engine behind Jio. This part shows how that technology reaches homes and businesses. Read Part 1 and Part 2 Jio’s technology reaches people through threeContinue Reading
Understanding Jio Platforms – Part 1: More Than a Telecom Company
With the mega IPO of Jio Platforms about to hit the market, every one, investor or common man, big or small, will be asking the same question: what exactly am I looking at? Most people know Jio as a telecom company, but the prospectus tells a much bigger story. ToContinue Reading
Jio Platforms IPO Review: Should You Invest?
Jio Platforms is a well-diversified technology platform providing telecom, IT, and AI embedded products and related services. The company continues its leadership in this segment, and is poised for more bright prospects ahead. It posted steady growth in its top and bottom lines for the reported periods. Though prima-facie itContinue Reading
This FMCG Giant Just Broke Out of the Slowdown That’s Hurting the Rest of the Category
One of India’s largest FMCG franchises has delivered a quarter that materially outperformed the broader staples category. The Indian FMCG space has been through a difficult 18 months. Rural demand recovery has been uneven, urban discretionary spending has moderated, and commodity cost volatility across cocoa, milk and sugar has pressuredContinue Reading
This Online Stock Just Hit $1 Billion in Sales
A record FY26 revenue of approximately $1 billion. A beauty segment compounding at 27%+ for three straight years. The Indian online retail space has had an uneven two years. Post-listing euphoria faded through 2024 and much of 2025 as fashion and discretionary categories faced margin pressure, high return rates andContinue Reading
Dilip Davda: Jio’s Record Rs 30,213 Crore IPO Arrives
By Dilip Davda The secondary market surprised one and all with a sharp pullback rally, its second positive week in a row. The Sensex gained 2,257 points and the Nifty 626 points. Both benchmarks ended at respectable levels: the Sensex at 74,729 and the Nifty at 23,146. Monday began withContinue Reading
Understanding Jio Platforms – Part 2: The Technology Engine
This is Part 2 of our four-part series on Jio Platforms, ahead of the mega IPO. Part 1 looked at how Jio is more than a telecom company. This part looks at the technology behind it. Read Part 1 here Most telecom operators around the world buy their networks fromContinue Reading
This Company’s Stock in the Footwear and Specialty Retail is Down 23% YTD
A share price down 23 per cent this calendar year. A Q2 FY27 topline hit by a 250-350 basis point festive calendar shift. Store additions running well below the earlier triple-digit annual outlook. The Indian footwear and specialty retail space has been one of the harder segments for retail investorsContinue Reading
This Capital Goods Stock Just Hit an All-Time High Order Book
An order backlog at an all-time high of Rs 16.3 billion. Exports growing 30.6% year-on-year. EBITDA margin expanding 142 basis points. The capital goods sector in India has been among the better-performing segments through 2026, but the gains have been concentrated in the usual large-cap names — L&T, Siemens, ABB.Continue Reading
One Indian Consumer Durables Business Just Hit Its FY30 Margin Target
A Q2 FY27 revenue print of ₹99 billion, up 53% year-on-year and 16% ahead of brokerage estimates. EBITDA up 40%. PAT up 44%. . The Indian wires and cables space has been one of the more interesting corners of the industrial complex through 2026. Domestic capex continues to pull volumesContinue Reading
The AMC Stock That Expanded Margins to 79.5% in a Single Quarter
An EBITDA margin print of 79.5% against 77.9% a year ago. Quarterly average AUM up 10% year-on-year to ₹9,691 billion. The Indian asset management industry has had a complicated 18 months. SIP flows have continued to grow, but equity AUM growth has been uneven as markets have corrected and debtContinue Reading