admin 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 breached the Rs 1.5 lakh mark … Read more
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 debut on January 20 in a … Read more
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. The deal, nearly two decades in … Read more
Asset-light delivery network targets expansion as quick commerce boom drives demand, but premium valuation and client concentration raise concerns for investors evaluating the three-day offering Shadowfax Technologies Ltd., one of India’s largest third-party logistics providers, is seeking to raise approximately Rs 1,907 crore through an initial public offering that opens January 20, 2026. The Bengaluru-based … Read more
India’s cable giant dillema was over market share or profitability in Q3, absorbing commodity prices compressed margins to three-quarter low The numbers tell two different stories. Revenue surged 46 percent. Margins crashed 300 basis points. Polycab India Limited’s December quarter results have exposed a fundamental tension in the organized cable manufacturing sector: when commodity costs … Read more
Bank delivers 11.5% profit growth as NIMs expand, but NII growth slows to 6.4% amid deposit mobilization challenges. HDFC Bank reported its third-quarter FY26 results on January 18, showcasing improved margins and pristine asset quality, though net interest income (NII) growth moderated to 6.4% year-on-year. The private sector lender posted a net profit of Rs … Read more
Despite a 4% profit decline, three leading brokerages see 20-24% upside—unpacking the fundamentals that drove their conviction When ICICI Bank reported a 4% drop in quarterly profit two days ago, the initial reaction might have seemed concerning. But dig deeper into the numbers, and a different story emerges – one that investors tracking India’s banking … Read more
Asset-light expansion, RevPAR resilience, and a Clarks boost. The hotel chain isn’t just growing rooms—it’s rewiring how it makes money. Indian Hotels hit Rs 878 in November 2024. Then dropped 20% over two months. The fall looked like something broke. But the fundamentals kept building. Revenue grew 15%, EBITDA climbed 16%, and the business model … Read more
GST impact limited to 200 basis points as protection sales surge 70%; valuation concerns remain HDFC Life Insurance delivered a stable third quarter with total premium growth of 11%, but margin pressures from GST changes remained a drag on profitability. The private insurer reported total annualized premium equivalent (APE) of Rs 3,974 crore (Rs 39.7 … Read more
Analysts say companies with strong delivery track records will outperform as Rs 9 lakh crore backlog puts spotlight on execution capability India’s defence sector is entering a new phase where the ability to deliver matters more than order books, according to Nuvama’s latest sector update. After three years of aggressive ordering worth Rs 9 lakh … Read more