admin Infosys tells investors exactly how it plans to win the AI era – and analysts reckon the upside case is good Infosys held its AI Investor Day recently, and the message from management was unambiguous: it’s not another technology cycle to be managed, but a shift that the company intends to lead. Management sized the … Read more
A GST-driven margin surprise and accelerating sales has brokerages agree the growth story has legs Britannia Industries is back in a sweet spot. The country’s largest biscuit maker delivered a margin performance in Q3FY26 that surprised even optimistic analysts, while a new chief executive has arrived with an ambitious agenda of brand investment, inorganic acquisitions, … Read more
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 corner isn’t whether AI will disrupt Indian IT services. It’s whether the disruption has already been priced in — and then some. The … 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% in a single quarter, you’d expect analysts to be tripping over themselves. Senco Gold’s Q3FY26 results has driven BOB Capital Markets which has … 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 margins wide enough to force analysts to revise their numbers upward, the question shifts from “is this good?” to “is this sustainable?” Lupin … 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 mat for alcohol manufacturers, investors would do well to pour themselves a drink and pay attention. Uttar Pradesh, a market of over 230 … 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 a growing international portfolio — just delivered a quarter that answered every question bears had been asking. Like-for-like growth held up on a … 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 are quarters that confirm a thesis, and then there are quarters that make you wonder if the thesis is still too conservative. Mahindra … 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 a tale-of-two-cities problem. The India business is humming along nicely, riding a strong London Metal Exchange price cycle and inching toward full mine … 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 most iconic hotel brand is that everyone expects magic every quarter. Indian Hotels Company Limited delivered a perfectly respectable set of Q3FY26 numbers … Read more