RoA at 2.32% for FY26, asset quality at multi-year best, advances growing 16% — MOFSL calls ICICI Bank its top BUY in the sector If you had to pick one bank stock to hold through a cycle, ICICI Bank would be a strong candidate — and its latest quarterly results only reinforce why. The bank … Read more
A scalable platform, industry-leading margins and 35% EPS growth over two years — the bull case for India’s most talked-about retail investing app If you have been watching India’s retail investing boom from the sidelines, Groww may be the most direct way to own it. The platform — listed as Billionbrains Garage Ventures — has … Read more
Creative stationery growing at 78%, steel bottles scaling fast, margins bottoming — Antique calls Flair Writing a creative steal deal Sometimes the most interesting stock ideas come from the most unexpected places. Flair Writing Industries — the maker of Hauser pens, creative stationery and steel bottles — has just received an initiating BUY from Antique … Read more
AUM up 20%, SIP franchise healthy, yields stable — here is the full Q4FY26 breakdown and what it means for the HDFC AMC stock HDFC Asset Management Company turned in a clean, unhurried quarter for Q4FY26 — the kind of result that does not generate dramatic headlines but quietly reinforces why the stock commands a … Read more
A pure-play water technology company with a record order book and a proven turnaround case If you have never heard of VA Tech Wabag, you are not alone — but that may be exactly why this stock is interesting. A pure-play water technology company headquartered in Chennai with over ten decades of experience, Wabag operates … Read more
A clean, in-line March quarter — 1.2% constant-currency revenue growth, 25.3% margins and a $12bn order book with three mega deals. JM Financial keeps its ADD and nudges the target to ₹2,730, but flags the one thing that could keep the stock from re-rating: the Gen AI overhang. Tata Consultancy Services closed out FY26 with … Read more
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 when one company pulls decisively ahead of the pack. For India’s cement sector, that moment may already have passed and UltraTech Cement shareholders … Read more
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 is true. Either the market misunderstood the deal. Or the market understood it perfectly. In UPL’s case, it was the latter. UPL Limited’s … Read more
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 shook investor confidence. The stock has shed 10.5% over the past 12 months even as the broader Nifty-50 gained 11.6%. At one point … Read more
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 it builds out a global MedTech business targeting Rs 15,000 crore in revenues within five years. The question is, is this disciplined diversification … Read more