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
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 Azad Engineering into the frontline. Brokerages are upgrading or maintaining buy ratings based on a Rs 6,500 crore order book that provides multi-year … Read more
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 growth wave that is fundamentally reshaping its earnings profile. The auto ancillary and forging major delivered consolidated revenue of Rs 4,343 crore in … Read more
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 that goes well beyond quarterly earnings beats. India’s largest hospital chain delivered a consolidated EBITDA of Rs 9.7 billion in the third quarter … Read more
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 management was unambiguous: it’s not another technology cycle to be managed, but a shift that the company intends to lead. Management sized the … Read more
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 basis points to 32.9 per cent. In the ordinary course of business, that would have been the headline. But this is no ordinary … Read more
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 in Q3FY26 that surprised even optimistic analysts, while a new chief executive has arrived with an ambitious agenda of brand investment, inorganic acquisitions, … Read more