Brokerages lift targets after earnings beat, but watch Bharat Electronics valuation India’s state-owned defence electronics manufacturer Bharat Electronics delivered a quarter that had analysts scrambling to revise their models upward. The company’s... Read more »
India’s biggest carmaker delivered volume gains but margin pressures and a Rs 5.9 billion one-time hit have analysts trimming targets The stock charts tell a familiar story of expectations meeting reality. Maruti... Read more »
Margin shine can’t mask muted demand as India’s decorative giant navigates competitive headwinds Asian Paints delivered a curious third quarter—margins sparkled even as topline growth sputtered, leaving analysts divided on whether the... Read more »
India’s dominant commodity exchange delivers robust quarter with revenue and profit more than doubling, as options trading and bullion contracts drive unprecedented growth The Multi Commodity Exchange of India (MCX) is riding... Read more »
After 12% slide, brokerages spot value in India’s mutual fund registry firm CAMs as yield concerns appear overdone and diversification strategy shows progress The market has been unkind to Computer Age Management... Read more »
IndusInd Bank’s management promises a return to 1% profitability by 2027—but the path from 0.12% may be uphill If some banks are choosing safety over margins, IndusInd Bank is trying to extinguish... Read more »
The bank is prioritising safer assets over higher margins Kotak Mahindra Bank finds itself in an unusual predicament: it’s growing faster than most of its rivals, yet analysts are trimming their earnings... Read more »
Green shoots seem to emerge in troubled microfinance portfolio of Bandhan Bank; brokerages are signaling confidence in recovery After a bruising period marked by asset quality deterioration and margin compression, Bandhan Bank... Read more »
India’s oldest asset manager posted another quarter of shrinking market share. So why did analysts upgrade? UTI Asset Management’s third quarter was a study in contradictions. Reported profit crashed 20% year-on-year to... Read more »
Brokerages have different verdicts on India’s state refiner. One sees 46% upside, the other warns of value traps. The problem with investing in oil refiners is an agreement on what they are... Read more »