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-likeContinue Reading
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 thesisContinue Reading
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 cycleContinue Reading
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 perfectlyContinue Reading
The Nifty IT Index fell another 4 percent in morning trade Wednesday, closing at 33,583—a level that marks a deep 11 percent decline in CY2026 alone. What started as isolated selloffs around AI announcements has hardened into a sustained downtrend, its apparent, with each relief rally failing to reclaim lostContinue Reading
India’s largest jewellery company posted a good quarter riding the gold price surge, yet there is a genuine dilemma about what happens when the glitter fades When gold prices are rising relentlessly, it is easy to mistake a tailwind for great execution. Titan Company’s Q3FY26 numbers are decent by anyContinue Reading
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 are quarters that confirm a thesis, and then there are quarters that make you wonder if the marketContinue Reading
India’s largest pizza chain posted its strongest margin quarter in recent memory, yet the stock remains caught between those who see a turnaround and those who think the valuation still asks too much In a consumer economy where quick-service restaurant chains have spent the better part of two years complainingContinue Reading
India’s mid-market hotel chain posted a soft quarter even in peak season, with renovation disruptions and occupancy resistance denting what should have been a stronger show When a hotel company delivers its weakest performance in what is supposed to be its strongest quarter, investors have reason to pause. Lemon TreeContinue Reading
India’s largest contract manufacturer for room air conditioners posted a blockbuster quarter, proving it can grow even when the industry it dominates is going nowhere fast There is a certain audacity in posting 38% revenue growth in a quarter when your core industry is essentially flat. Amber Enterprises, India’s largestContinue Reading
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