Colombo West ramping fast, marine fleet at 135 vessels, Argentina LNG contract signed, Rs 900 billion capex plan funded from internal accruals There are infrastructure companies that grow steadily and there are infrastructure companies that are simultaneously executing a domestic expansion, ramping an international port in Sri Lanka, growing aContinue Reading
Strong execution on defence electronics, QR-SAM finalisation imminent, zero import target within five years, Rs 22 billion in annual R&D Bharat Electronics delivered a solid if unspectacular first quarter of FY27 — revenue beat estimates, PAT was in line, and the order book remains one of the most visible inContinue Reading
Credit cost nearly halved year-on-year, PAT up 20%, asset quality visibly improving — but AUM growth remains anaemic and corporate spends are doing the heavy lifting The SBI Cards investment thesis has always had two sides — the credit quality recovery, and the revenue growth recovery. Q1FY27 delivered convincingly onContinue Reading
Orders dipped 5.7%, margins fell on Rs 1.37 billion of IPL expense, but year-on-year PAT more than doubled, and order recovery and new business scaling as the key levers Seasonality is a well-understood feature of Angel One’s business — and Q1FY27 was a quarter where that seasonality expressed itself fully.Continue Reading
Core revenue grew just 3.5% year-on-year, equity market share fell to 3.7%, SIP flows declined — but ETF AUM surged 47% The Aditya Birla Sun Life AMC investment thesis has always required patience. The business has the brand, the distribution relationships and the product breadth to be a top-tier AMCContinue Reading
Operating leverage visibly kicking in, financial services scaling, AI accelerating the margin outlook to 15-20% in two to three years There is a moment in the lifecycle of every platform business when the operating leverage that was always theoretically present begins to show up in the actual numbers. For Paytm,Continue Reading
India-Japan Fund adding Rs 200 crore, a Rs 1,300 crore QIP completed, E2W penetration at 10.6% and rising — Ventura revises estimates upward and targets Rs 1,723 in 24 months There are moments in the lifecycle of a young company when the identity of its investors tells you as muchContinue Reading
Business banking surging, rural loans accelerating on gold demand, asset quality pristine, margins resilient There are banks that report strong quarters. And then there are banks that report strong quarters while simultaneously telling you something important about the direction of the entire business. ICICI Bank’s Q1FY27 results did both. AdvancesContinue Reading
RoA back at 2.1%, NIM holding firm, ECL impact contained for Kotak Mahindra Bank Kotak Mahindra Bank’s Q1FY27 results were, by most measures, a strong quarter — an 8% PAT beat, return on assets crossing 2% again, stable margins and asset quality that held despite seasonal slippage pressure. But theContinue Reading
Consolidated EBITDA up 10.7%, Jio at record 53.3% margins, O2C firing on elevated fuel cracks, Jio DRHP filed Reliance Industries does not often surprise on the upside in a single quarter — the business is too large and too diversified for any one segment to dramatically move the needle. ButContinue Reading
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