This One Cement Giant is Set to Control a Third of the Market

A decade ago, UltraTech made roughly one in every six bags of cement sold in India. Today it makes closer to one in three There is a moment in every infrastructure supercycle... Read more »

Why Did UPL’s Stock Crash 14%?

The restructuring announcement revealed several factors that investors did not like, read on When a company announces a major restructuring and its stock falls 14% the same day, one of two things... Read more »

IndusInd Bank: Is A Turnaround Story Taking Shape?

Emkay Global is upping its target on IndusInd Bank, read on IndusInd Bank has had a rough few years. Microfinance stress, a derivatives fiasco, senior management exits, and a quarterly loss that... Read more »

Alkem Laboratories MedTech Bet

Company acquires 55% stake in German heart device maker Occlutech Alkem Laboratories is acquiring up to 55% of German cardiovascular device specialist Occlutech for approximately EUR 99 million (Rs 1,060 crore) as... Read more »

Azad Engineering Stock: Order Book Lead Brokers To Up the Ante

Aerospace and energy component maker’s calibrated growth strategy and peak utilization by FY28 drive buy ratings despite near-term moderation, Q3 EBITDA margin hits 39.2% India’s deepening integration into global aerospace has driven... Read more »

Bharat Forge Stock: Defence Orders and US-India Trade Deal See Brokers Up Targets

A 102% surge in defence revenue and Rs 11,130 crore executable order book offset margin pressure from tariffs as brokers upgrade ratings on multi-year growth visibility Bharat Forge is riding a defence-driven... Read more »

Apollo Hospitals Stock: HealthCo Demerger and 1,500-Bed Expansion Drive Multi-Year Growth

Strong Q3 performance and strategic restructuring push brokerages to maintain buy ratings with 20% upside as hospital margins hit 24.8% and pharmacy business nears breakeven Apollo Hospitals Enterprise is executing a transformation... Read more »

Infosys Has a New AI Playbook

Infosys tells investors exactly how it plans to win the AI era – and analysts reckon the upside case is good Infosys held its AI Investor Day recently, and the message from... Read more »

Torrent Pharma Stock: A Strong Quarter

Torrent Pharma delivered a textbook quarter — revenues up 18 per cent year-on-year to Rs 33 billion, profits climbing 26 per cent to Rs 6.4 billion, and EBITDA margins nudging up 40... Read more »

Britannia Industries Stock: Brokers See Up to 21% Upside as New CEO Bets Big on Brands

A GST-driven margin surprise and accelerating sales has brokerages agree the growth story has legs Britannia Industries is back in a sweet spot. The country’s largest biscuit maker delivered a margin performance... Read more »