With Nifty IT down 15% in a month and FCF yields at crisis levels, analysts ask: Is this a Kodak moment or a generational buying opportunity? The question haunting Dalal Street’s technology... Read more »
A 50% revenue surge and 400% profit jump have made analysts sit up and take notice When a mid-cap jewellery stock delivers revenue growth of 50% and profit growth north of 400%... Read more »
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... Read more »
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... Read more »
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... Read more »
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... Read more »
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... Read more »
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... Read more »
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... Read more »
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... Read more »