The secondary market has disappointed everyone with four negative weeks in a row now. Last week again, the Nifty was down 278 points and the Sensex was down 749 points. That is a meaningful drawdown, and it is on expected lines given what has been happening globally. Iran’s exchange ofContinue Reading
The secondary market went negative for the third straight week, and honestly, that was on expected lines. Global geopolitical tension is still simmering, and both the dollar and crude oil have been swinging around in a volatile way. Those two factors matter enormously for the Indian economy, and that volatilityContinue Reading
NIM under pressure, CASA deteriorating, core RoE at 3%, credit card stress persisting The Emirates NBD capital infusion into RBL Bank — Rs 260 billion for a 60% stake — is transformational in scale. Tier-1 capital ratio jumped from 12.8% in FY26 to 32.2% in Q1FY27. The balance sheet isContinue Reading
Revenue at 32% CAGR since FY22, Versace and Guess driving the mix, 6,000 outlets across 400 cities, ROCE at 81.5% There are turnaround stories, and then there are turnarounds that are almost difficult to believe when you look at the numbers. Timex Group India’s EBITDA margin was 2.9%Continue Reading
World’s only scaled non-Chinese pyridine producer, Rs 3,400 crore CDMO pipeline, Agro-CDMO facility live in record 14 months, semiconductor chemicals next Spending Rs 2,000 crore over three years to transform a chemicals business from a product-led intermediates manufacturer into a customer-centric specialty chemicals and CDMO platform is a significantContinue Reading
Large caps stabilising, mid-tiers outperforming, AI deflation weighing on guidance across the globe The Indian IT sector has had a complicated year. Growth has been modest. Guidance cuts have arrived from Accenture, Infosys, Cognizant and others. And yet the stocks have rallied — supported by reasonable valuations, attractive dividend yieldsContinue Reading
Order inflows up 19%, government capex running ahead of last year’s pace, thermal upcycle intact, transformer availability improving The West Asia conflict has been the single most disruptive variable in India’s capital goods sector through FY27 — affecting EPC companies with Middle East exposure, pushing commodity prices higher and slowingContinue Reading
India store count tripling by FY31, SSSG of 18%, EBITDA CAGR of 37%, next-day delivery in 78 cities and a vertically integrated supply chain Lenskart has endured macro volatility — including geopolitical disruptions and consumer sentiment swings — and expanded market share through all of it. The stockContinue Reading
By Dilip Davda Last week gave us a good sense of just how split this market has become. The secondary market marked its second straight negative week, and many expected that to put some brakes on the primary market. It hasn’t. If anything, the primary market is going unabated higher,Continue Reading
40% EBITDA margins, 25% ROCE, 14 commercialised molecules with blockbuster end-markets, and fermentation-based peptide capabilities that few peers globally can match The Indian contract research and development manufacturing organisation space has attracted enormous investor attention over the last several years — and for good reason. India’s combination of scientificContinue Reading
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