India-EU Trade Deal: 4 Sectors Set to Expand as $130 Billion FTA Nears Finish Line
Jefferies flags textiles, pharma, autos, and aviation as big winners in landmark agreement India and the European Union are on […]
SECTOR REVIEW
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Polycab’s Volume Playbook: How 40% Growth Came at a Margin Cost
India’s cable giant dillema was over market share or profitability in Q3, absorbing commodity prices compressed margins to three-quarter low
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HDFC Bank Q3 Results: Margins Jump, Asset Quality Stable—But There’s a Catch Analysts Reveal
Bank delivers 11.5% profit growth as NIMs expand, but NII growth slows to 6.4% amid deposit mobilization challenges. HDFC Bank
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What is Beyond ICICI Bank’s Q3 FY26 Results
Despite a 4% profit decline, three leading brokerages see 20-24% upside—unpacking the fundamentals that drove their conviction When ICICI Bank
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What’s Next for Indian Hotels Stock?
Asset-light expansion, RevPAR resilience, and a Clarks boost. The hotel chain isn’t just growing rooms—it’s rewiring how it makes money.
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Markets Look Steady – Portfolios Don’t
There is a strong wealth destruction current under the calm and small caps are bearing a brunt of that India’s
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HDFC Life Posts Steady Quarter, But Will Valuations Sustain
GST impact limited to 200 basis points as protection sales surge 70%; valuation concerns remain HDFC Life Insurance delivered a
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Tata Elxsi Posts Strong Quarter But Analysts Remain Divided on Stock’s Valuations
Company beats estimates with 220bps margin expansion, but trades at steep 45x FY27 earnings ata Elxsi delivered a better-than-expected third
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Analysts Maintain ADD Rating on HDFC AMC, Cites Strong Quarterly Performance
JM Financial keeps target price unchanged at Rs 2,900 as asset manager beats estimates with 4% PAT surprise JM Financial
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Analysts Upgrade Infosys Target Price, Cite Strong Deal Wins and FY27 Growth Acceleration
JM Financial raises price target to Rs 1,930, maintains BUY rating on expectations of accelerating growth JM Financial Institutional Securities