admin, Author at - Page 17 of 28

IndiGo Sees Turbulence: Operational Disruptions and Regulatory Scrutiny Weigh on India’s Largest Carrier

January 23, 2026

InterGlobe Aviation’s stock trades at Rs 4,909, with divergent analyst views on its path forward amid capacity constraints and rising costs India’s aviation bellwether IndiGo is navigating choppy skies as operational challenges, regulatory penalties, and cost pressures test the resilience of the country’s dominant airline operator. InterGlobe Aviation reported aContinue Reading

India’s Truck Makers Are Revving Up for a Boom—And Two Stocks Could Deliver

admin

January 23, 2026

EQUITIES

After years of tepid growth, India’s commercial vehicle sector is hitting the accelerator. Nomura says lower taxes, aging fleets, and surging freight rates are setting up a multi-year upcycle that’s just getting started The rumble of heavy trucks hauling goods across India’s highways is about to get a lot louder.Continue Reading

The Burger Rescue: A Pharma Heir’s $200 Million Bet on India’s Fast-Food Wars

admin

January 23, 2026

EQUITIES

After years bleeding cash under private equity ownership, Restaurant Brands Asia is getting a lifeline from an unlikely, which could reshape India’s burger battle – and perhaps its stock. Restaurant Brands Asia, the company behind Burger King’s 575 Indian outlets, is undergoing what Elara Securities calls a “balance sheet-led strategicContinue Reading

India’s Investor Boom: The Opportunity Hiding in Plain Sight

admin

January 22, 2026

SECTOR REVIEW

As mutual fund AUM hits Rs81 trillion and alternatives surge, Centrum sees industry doubling to $2.3 trillion by 2029 Indian households are abandoning physical assets it seems for financial markets at a pace that would have seemed impossible five years ago. Centrum’s latest research quantifies the shift: household financial assetsContinue Reading

Eternal’s Blinkit Break’s Even, but is that Enough to Beat the Valuation Test

admin

January 22, 2026

EQUITIES

The quick-commerce unit hit the black, and that is good Eternal pulled off a rare feat in India’s cutthroat quick-commerce wars: its Blinkit division turned operationally profitable for the first time in Q3, delivering a wafer-thin adjusted EBITDA of Rs 40 million. For investors chasing growth at reasonable prices, thisContinue Reading

Vedanta’s Demerger Unlocks Value as Silver Surge Powers Earnings Upgrade

admin

January 22, 2026

EQUITIES

Nuvama raises target 17% on commodity tailwinds; current market price yet to fully factor in aluminium and zinc businesses alone Vedanta’s pending demerger into five separately listed companies is poised to unlock significant value for shareholders, with the stock’s current price not even fully accounting for its aluminium and zincContinue Reading

AU Small Finance Bank: Does the Rally Still Have Legs?

admin

January 21, 2026

EQUITIES

Strong quarter masks limited upside as stock trades at 2.8x FY28 book value AU Small Finance Bank’s impressive third-quarter performance has delivered everything investors hoped for except one thing: room for the stock to run further. The lender’s shares, which have surged 65% over the past year to Rs1,001, nowContinue Reading

Gold’s $4,700 Coronation: Will it be the Metal of 2026?

admin

January 21, 2026

ALTERNATIVES

After a historic 74% rally in 2025, the precious metal still remains a solid currency worth every ounce Gold has delivered its most spectacular performance in nearly half a century, surging 74% in 2025 to breach $4,700 per ounce to currently quote at $4763. In Indian currency, gold has breachedContinue Reading

Brokerages Mixed on Shadowfax IPO as Logistics Firm Seeks Rs 1,907 Crore

admin

January 21, 2026

IPO Review

Analysts divided on valuation as company turns profitable amid quick commerce boom; price-to-sales premium over Delhivery raises concerns Indian brokerages have offered mixed recommendations on the Shadowfax Technologies initial public offering, with opinions ranging from cautious optimism to concerns over stretched valuations, as the gig-based logistics platform prepares to debutContinue Reading

India-EU Trade Deal: 4 Sectors Set to Expand as $130 Billion FTA Nears Finish Line

admin

January 21, 2026

SECTOR REVIEW

Jefferies flags textiles, pharma, autos, and aviation as big winners in landmark agreement India and the European Union are on the cusp of sealing a Free Trade Agreement that could reshape investment opportunities across multiple sectors, according to a new equity strategy note from Jefferies dated January 20, 2026. TheContinue Reading

admin (Page 17)