Lupin has delivered the goods this quarter. When a pharmaceutical company beats estimates across revenue, margins, and profit in a single quarter, investors tend to sit up. When it does so by margins wide enough to force analysts to revise their numbers upward, the question shifts from “is this good?”Continue Reading
Uttar Pradesh is rolling out the welcome mat for alcohol manufacturers, and it could change the fortunes of two home grown brewers. When India’s largest state decides to roll out the welcome mat for alcohol manufacturers, investors would do well to pour themselves a drink and pay attention. Uttar Pradesh,Continue Reading
There is a particular kind of market injustice reserved for companies that do everything right at the wrong time. Jubilant Foodworks — the company that runs Domino’s Pizza in India and a growing international portfolio — just delivered a quarter that answered every question bears had been asking. Like-for-likeContinue Reading
A blockbuster Q3 built on SUV dominance, a farm equipment supercycle and an EV business inching toward viability. Capacity expansion is the next act — and the one that matters most. There are quarters that confirm a thesis, and then there are quarters that make you wonder if the thesisContinue Reading
India’s largest aluminium producer delivered solid domestic numbers. The problem is its American subsidiary is not firing on all cylinders, and the debt pile is getting harder to ignore. Hindalco Industries has a tale-of-two-cities problem. The India business is humming along nicely, riding a strong London Metal Exchange price cycleContinue Reading
IHCL’s Q3 numbers were fine. The real story is whether its aggressive asset-light expansion can keep the premium valuation alive as room rates show signs of peaking. The trouble with running India’s most iconic hotel brand is that everyone expects magic every quarter. Indian Hotels Company Limited delivered a perfectlyContinue Reading
India’s second-largest commercial vehicle maker posted a quarter that beat expectations across the board, but with the stock’s upside hinges on whether the recovery has legs beyond the next two quarters There are quarters that confirm a thesis, and then there are quarters that make you wonder if the marketContinue Reading
Mutual fund flows stayed resilient in January even as equity markets wobbled, but the real story is the record rush into gold and silver ETFs that signals a subtle shift in how India save In January, equity markets corrected sharply amid a global risk-off wave. Foreign investors pulled money out.Continue Reading
India’s largest pizza chain posted its strongest margin quarter in recent memory, yet the stock remains caught between those who see a turnaround and those who think the valuation still asks too much In a consumer economy where quick-service restaurant chains have spent the better part of two years complainingContinue Reading
India’s mid-market hotel chain posted a soft quarter even in peak season, with renovation disruptions and occupancy resistance denting what should have been a stronger show When a hotel company delivers its weakest performance in what is supposed to be its strongest quarter, investors have reason to pause. Lemon TreeContinue Reading
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