The Performer That The Street Appears to Misprice

After 12% slide, brokerages spot value in India’s mutual fund registry firm CAMs as yield concerns appear overdone and diversification strategy shows progress The market has been unkind to Computer Age Management Services lately. Down 12% over three months, the stock that powers India’s booming mutual fund industry appeared to have lost favor. But two … Read more

Know Your IPO: Kasturi Metal Composite Eyes Rs 17.6 crore Through BSE SME Listing

Steel fiber manufacturer seeks funds for capacity expansion amid fluctuating profitability and heavy domestic market reliance Kasturi Metal Composite Ltd. (KMCL), a two-decade-old manufacturer of steel fiber products for industrial applications, is set to make its public market debut with a Rs 17.61 crore initial public offering on BSE’s SME platform. The Amravati, Maharashtra-based company … Read more

This Bank’s Turnaround is Testing Your Patience

IndusInd Bank’s management promises a return to 1% profitability by 2027—but the path from 0.12% may be uphill If some banks are choosing safety over margins, IndusInd Bank is trying to extinguish a siren. The private lender’s third-quarter results read like a case study in financial firefighting: profits down 89-91% year-over-year, bad loans festering across … Read more

This Bank is Trading Profits for Prudence

The bank is prioritising safer assets over higher margins   Kotak Mahindra Bank finds itself in an unusual predicament: it’s growing faster than most of its rivals, yet analysts are trimming their earnings forecasts. The Mumbai-based lender reported third-quarter profits of ₹3,450 crore, up a modest 4% from last year. At first glance, decent numbers. But … Read more

The Turnaround Story Taking Shape as Brokerages Turn Bullish

Green shoots seem to emerge in troubled microfinance portfolio of Bandhan Bank; brokerages are signaling confidence in recovery After a bruising period marked by asset quality deterioration and margin compression, Bandhan Bank appears to be scripting a credible recovery story—one that has caught the attention of leading brokerages who are now turning upbeat on the … Read more

The IPO Tsunami is Sucking Liquidity From Equities; Stock Selection Is Not Becoming Easier

Rs 1.95 lakh crore sucked into IPOs means selectivity just became non-negotiable India raised Rs 1.95 lakh crore through 373 IPOs in 2025. That’s more money than most investors can actually comprehend. And it’s creating a problem nobody wants to discuss. Every rupee going into IPOs is a rupee not buying existing stocks. When Tata … Read more

Hannah Joseph Hospitals BSE SME IPO: What the Numbers Reveal About a ₹159 Crore Valuation

A 150-hospital bed is now eyeing oncology for its next leg of growth, but will it pay off for new IPO investors? Hannah Joseph Hospitals Ltd. began as a focused neuroscience facility in Madurai, Tamil Nadu, establishing itself as a specialized provider of neurosurgery and neurology services. Over the years, the hospital expanded its scope, … Read more

IPO Pipeline Swells in Feb/March; Investors Have Plenty to Choose as Nine Companies Eye Rs 24000 cr raise

Fractal, Hero FinCorp among firms positioning for February-March window as markets stabilise; investors may have plenty to choose from if deals come through Investors hunting for fresh opportunities in India’s equity markets may soon find themselves spoiled for choice. At least nine companies are preparing to raise a combined Rs 24,000 crore ($2.8 billion) through … Read more