Strong volume growth keeps the FMCG major on track for FY26, but investors are betting that cheaper copra will do the heavy lifting next year. Marico’s December-quarter results underline why the stock continues to command a premium in the market. The maker of Parachute and Saffola reported a 27% year-on-yearContinue Reading
Strong volumes, rising margins and an improving EV supply chain makes the ride smooth TVS Motor’s latest quarterly numbers will please almost everyone: customers, dealers, and analysts. And investors too. That’s the lens through which to read the BOBCAPS assessment: an “overall healthy show” with “valuations at par,” leading itContinue Reading
Credit card company posts strong earnings, but analysts split on whether the good times can last amid 19% stock correction SBI Cards and Payment Services delivered a sparkling 45% jump in profit for the October-December quarter, but the celebrations may be premature. India’s second-largest credit card issuer is grappling withContinue Reading
Tata Motors banks on improving freight rates and transporter economics to fuel replacement demand, even as raw material costs chip away at margins Tata Motors sold a lot more trucks in the third quarter. The more interesting question is why—and whether it will last. Management pointed to something concrete: India’sContinue Reading
Cigarette margins hit multi-quarter lows; analysts warn of volume collapse, illicit trade surge, and earnings decline through FY27 ITC reported a quarter that met expectations, but both Centrum and Nirmal Bang are focused on a bigger problem—tax increases starting February 1 that could fundamentally alter the cigarette business generating overContinue Reading
Asset manager maintains growth momentum as regulatory changes loom over sector profitability Nippon Life India Asset Management Company reported another quarter of consistent performance, though the real test lies ahead as the industry navigates new fee regulations and intensifying competition. Driven by treasury The company posted profit after tax ofContinue Reading
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 third-quarter performance beat expectations across every metric, prompting both Motilal Oswal and Nirmal Bang to raise their targetContinue Reading
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 Suzuki, the company that put India on wheels, watched its shares tumble over 10% in the past monthContinue Reading
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 worst of competitive pressures has passed or merely paused. The company’s consolidated revenue crawled 4% year-on-year to RsContinue Reading
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 a powerful wave of trading activity, with the country’s leading commodity platform posting numbers that have left analystsContinue Reading
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