NIM under pressure, CASA deteriorating, core RoE at 3%, credit card stress persisting The Emirates NBD capital infusion into RBL Bank — Rs 260 billion for a 60% stake — is transformational in scale. Tier-1 capital ratio jumped from 12.8% in FY26 to 32.2% in Q1FY27. The balance sheet isContinue Reading
Revenue at 32% CAGR since FY22, Versace and Guess driving the mix, 6,000 outlets across 400 cities, ROCE at 81.5% There are turnaround stories, and then there are turnarounds that are almost difficult to believe when you look at the numbers. Timex Group India’s EBITDA margin was 2.9%Continue Reading
World’s only scaled non-Chinese pyridine producer, Rs 3,400 crore CDMO pipeline, Agro-CDMO facility live in record 14 months, semiconductor chemicals next Spending Rs 2,000 crore over three years to transform a chemicals business from a product-led intermediates manufacturer into a customer-centric specialty chemicals and CDMO platform is a significantContinue Reading
India store count tripling by FY31, SSSG of 18%, EBITDA CAGR of 37%, next-day delivery in 78 cities and a vertically integrated supply chain Lenskart has endured macro volatility — including geopolitical disruptions and consumer sentiment swings — and expanded market share through all of it. The stockContinue Reading
40% EBITDA margins, 25% ROCE, 14 commercialised molecules with blockbuster end-markets, and fermentation-based peptide capabilities that few peers globally can match The Indian contract research and development manufacturing organisation space has attracted enormous investor attention over the last several years — and for good reason. India’s combination of scientificContinue Reading
41% share in 2/3W wiring harness, 70% in E-2/3W, battery packs and sensors growing at 49% CAGR, PAT CAGR of 31% to FY29 E-2W penetration hit 11% in July 2026 and grew 81% year-on-year in the first four months of FY27, and Dhoot is the company most directly positioned toContinue Reading
9% volume CAGR through FY28, Rs 120 per tonne of efficiency gains unlocking, green power reaching 55% in FY27 and a wires and cables business launching in Q3 India’s largest cement company rarely generates surprise — it is too large, too well-covered and too consistently executing to spring many shocks.Continue Reading
FPI access to deliverable bullion and metals contracts proposed, index derivatives on commodities coming, margin requirements easing Commodity derivatives markets in India have a structural problem that has suppressed volumes relative to equity derivatives for years — a narrow participant base, limited product breadth and high margin requirements that raiseContinue Reading
HCV product upgrades delivering market share gains, LCV expanding addressable market, EV penetration in SCVs at 10% and rising Commercial vehicle markets are rarely exciting. They follow freight cycles, infrastructure spending and fuel economics — and they reward patient, disciplined investors rather than momentum traders. Tata Motors’ commercial vehicle businessContinue Reading
EBITDA margin beat estimates by 70 basis points, new 4W EV program won, aerospace facility live in Lille, solar tracker expansion underway Auto components companies rarely get credit for the diversification happening beneath the surface of their quarterly P&L. Belrise Industries is a case in point. The Q1FY27 headline numbersContinue Reading
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