Adani Ports Revs Engine as Logistics Bet Pays Off

India’s largest private port operator is shifting gears from mere cargo handler to end-to-end supply chain powerhouse—and investors are taking notice Adani Ports & Special Economic Zone is no longer content being... Read more »

This Steel Giant May Be Stuck in Neutral

Rising costs and tepid demand cloud near-term prospects for SAIL, even as long-term bets hinge on execution Steel Authority of India Ltd is caught in a perfect storm of margin pressure and... Read more »

DOMS Industries: When Pencils and Diapers Add Up to Premium Valuations

Stationery maker’s diverse bets deliver growth, but 60x earnings multiple leaves little room for slip-ups DOMS Industries Ltd. isn’t reinventing the wheel—it’s just making better pencils, pens, and now premium bags. The... Read more »

Hyundai’s Quarter Reveals Growing Pains Behind Growth Ambitions

New plant costs and commodity pressures squeeze margins even as export machine roars to life Hyundai Motor India Ltd.’s third-quarter earnings tell two stories at once. Revenue climbed a respectable 8% year-over-year... Read more »

Inside Neste India’s Rising Ad Spends – And What It Means

Food major’s ad spending surge delivers record volumes albeit with a little margin squeeze  Nestle India is spending money on advertising. The maker of Maggi noodles and KitKat chocolates just posted its... Read more »

Marico Does Well, But Just How Much Will Margins Hold Up?

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... Read more »

TVS Motor’s great quarter leaves little room for mistakes

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... Read more »

SBI Cards Walks a Tightrope: Growth Slows But Profits Shine

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... Read more »

Tata Motors Gains Market Share as Trucker Economics Improve—But There’s a Catch

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... Read more »

How Will ITC Manage to Navigate The Tax Tsunami

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... Read more »