RoA at 2.32% for FY26, asset quality at multi-year best, advances growing 16% — MOFSL calls ICICI Bank its top BUY in the sector If you had to pick one bank stock to hold through a cycle, ICICI Bank would be a strong candidate — and its latest quarterly results only reinforce why. The bank … Read more
A Rs 1.5 trillion data center build-out is quietly creating one of the most compelling multi-year opportunities in Indian capital goods When most investors think about the AI boom, they think about software, chips and cloud platforms. But look somewhere else entirely — at the cables, transformers, switchgear and gensets that will power every single … Read more
A scalable platform, industry-leading margins and 35% EPS growth over two years — the bull case for India’s most talked-about retail investing app If you have been watching India’s retail investing boom from the sidelines, Groww may be the most direct way to own it. The platform — listed as Billionbrains Garage Ventures — has … Read more
Creative stationery growing at 78%, steel bottles scaling fast, margins bottoming — Antique calls Flair Writing a creative steal deal Sometimes the most interesting stock ideas come from the most unexpected places. Flair Writing Industries — the maker of Hauser pens, creative stationery and steel bottles — has just received an initiating BUY from Antique … Read more
AUM up 20%, SIP franchise healthy, yields stable — here is the full Q4FY26 breakdown and what it means for the HDFC AMC stock HDFC Asset Management Company turned in a clean, unhurried quarter for Q4FY26 — the kind of result that does not generate dramatic headlines but quietly reinforces why the stock commands a … Read more
A pure-play water technology company with a record order book and a proven turnaround case If you have never heard of VA Tech Wabag, you are not alone — but that may be exactly why this stock is interesting. A pure-play water technology company headquartered in Chennai with over ten decades of experience, Wabag operates … Read more
Markets are expected to have cracked double-digits in the March quarter, yet retail traders never blinked — option premiums are estimated to have jumped 40%+ and Angel One has flagged 13% QoQ order growth. JM Financial calls it a “strong quarter for retail brokers,” with Angel One and 360 ONE WAM the preferred ways to … Read more
Foreign investors logged their largest-ever monthly outflow as the Nifty cracked 11.3%, but domestic institutions absorbed the blow with $15.4bn of buying. JM Financial’s March flow tracker shows FII ownership at a 13-year low — and India’s MSCI weight quietly slipping. The tug-of-war between foreign and domestic money hit a new extreme in March. Foreign … Read more
GST cuts, record gold prices and a steel-price rebound are pulling autos, banks, metals and retail back into growth. But IDBI Capital and Anand Rathi both flag the same catch — a Gulf conflict whose hit to input costs, freight and currency lands mostly next quarter. Growth, it seems, is coming back. IDBI Capital framed … Read more
A clean, in-line March quarter — 1.2% constant-currency revenue growth, 25.3% margins and a $12bn order book with three mega deals. JM Financial keeps its ADD and nudges the target to ₹2,730, but flags the one thing that could keep the stock from re-rating: the Gen AI overhang. Tata Consultancy Services closed out FY26 with … Read more