Sensor-less motor controls, integrated starter generators scaling, capacity tripling in 2HCY26 — HSBC initiates Sedemac Mechatronics post-IPO with a BUY and Rs 3,700 target, calling it a rare R&D-led compounder Sedemac creates mission-critical control systems — sophisticated electronics that manage how motors start, run and behave in conditions where failureContinue Reading
Revenue up 31.5%, EBITDA margins holding at 24% despite commodity inflation, a new greenfield plant approved, the Flying Flea EV launched There are quarters that beat estimates. And then there are quarters that beat estimates by 9.2% on revenue and 7.2% on EBITDA simultaneously — against a backdrop of commodityContinue Reading
Colombo West ramping fast, marine fleet at 135 vessels, Argentina LNG contract signed, Rs 900 billion capex plan funded from internal accruals There are infrastructure companies that grow steadily and there are infrastructure companies that are simultaneously executing a domestic expansion, ramping an international port in Sri Lanka, growing aContinue Reading
Strong execution on defence electronics, QR-SAM finalisation imminent, zero import target within five years, Rs 22 billion in annual R&D Bharat Electronics delivered a solid if unspectacular first quarter of FY27 — revenue beat estimates, PAT was in line, and the order book remains one of the most visible inContinue Reading
Credit cost nearly halved year-on-year, PAT up 20%, asset quality visibly improving — but AUM growth remains anaemic and corporate spends are doing the heavy lifting The SBI Cards investment thesis has always had two sides — the credit quality recovery, and the revenue growth recovery. Q1FY27 delivered convincingly onContinue Reading
Flat QAAUM, stable yields, other income beating across the board — JM Financial reviews all six listed AMCs and names HDFC AMC and CRAMC as the preferred plays in a sector where valuation divergence is the real story When six asset management companies report results within two days of eachContinue Reading
Orders dipped 5.7%, margins fell on Rs 1.37 billion of IPL expense, but year-on-year PAT more than doubled, and order recovery and new business scaling as the key levers Seasonality is a well-understood feature of Angel One’s business — and Q1FY27 was a quarter where that seasonality expressed itself fully.Continue Reading
Core revenue grew just 3.5% year-on-year, equity market share fell to 3.7%, SIP flows declined — but ETF AUM surged 47% The Aditya Birla Sun Life AMC investment thesis has always required patience. The business has the brand, the distribution relationships and the product breadth to be a top-tier AMCContinue Reading
Operating leverage visibly kicking in, financial services scaling, AI accelerating the margin outlook to 15-20% in two to three years There is a moment in the lifecycle of every platform business when the operating leverage that was always theoretically present begins to show up in the actual numbers. For Paytm,Continue Reading
India-Japan Fund adding Rs 200 crore, a Rs 1,300 crore QIP completed, E2W penetration at 10.6% and rising — Ventura revises estimates upward and targets Rs 1,723 in 24 months There are moments in the lifecycle of a young company when the identity of its investors tells you as muchContinue Reading
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