India’s Largest Helmet Maker Has Fallen 19% in Six Months

Greenfield capacity coming onstream, Italy subsidiary live, US profitable, Decathlon tie-up secured, Bluetooth helmets launching  Most investors who own two-wheelers in India own a Studds or SMK helmet — whether they know it or not. Studds Accessories is India’s largest helmet manufacturer, with 240 designs, 50 moulds and over 19,000 SKUs distributed across 360 distributor … Read more

Growing Loans at 19% While the System Lags

NII up 15%, asset quality improving across segments, RoA sustained above 1.1%, productivity and efficiency gains building  India’s largest bank keeps delivering. SBI’s Q1FY27 results beat HDFC Securities’ estimates on the back of healthy balance sheet growth on both sides, stable margins and in-line asset quality — a combination that is becoming a reliable quarterly … Read more

This Company Sits at the Intersection of Every Major Power Infrastructure Theme in India

Rs 10 trillion transmission supercycle, HVDC project pipeline, data centre boom and grid digitalisation This company sits at the exact confluence of multiple structural themes simultaneously and build a detailed case for why the next three years will be categorically different from the last three. Nomura initiates Hitachi Energy with a BUY rating and a … Read more

Leap India Ltd IPO: What You Should Know

India’s largest on-demand asset pooling player heads to the mainboard with a Rs 2,480 crore issue — a virtual monopoly business An asset pooling company with 14.70 million assets and over 1,000 customers plans to raise Rs 2,480 crore via a mainboard listing on BSE and NSE. Leap India Ltd. (LIL), the country’s largest on-demand … Read more

Simca Advertising Ltd. SME IPO: What You Should Know

A Maharashtra-focused out-of-home advertising company plans to raise Rs 55.13 crore via the NSE SME platform. Simca Advertising Ltd., an out-of-home (OOH) advertising services company operating primarily in Maharashtra, opens for subscription on May 8 with the issue closing on May 12. The company is listing on the NSE SME Emerge platform. What the Company … Read more

The Market Share Slide at This AMC May Finally Be Slowing.

SIP registrations surging, fund performance improving across categories, distribution expanding  Among India’s listed asset managers, Aditya Birla Sun Life AMC has carried one persistent overhang for the last several quarters — a gradual erosion of market share in a mutual fund industry that has been growing rapidly. The fourth quarter of FY26 does not erase … Read more

India Inc. Delivers: Q3FY26 Earnings Season Turns Out Stronger Than Expected

Midcaps and smallcaps stole the show as broad-based revenue growth returned across the board. SBI Capital Markets breaks it down. India’s corporate earnings season for the third quarter of FY26 has come in stronger than anticipated with recovery spreading across market-cap segments rather than being confined to a handful of large-cap names. According to a … Read more

ABB India’s Order Book Surges, But That Is Not Enough Just Yet

Record Rs 40,900 crore quarterly inflows and 52% YoY growth ABB India delivered a textbook example of how strong growth can coexist with weak profitability, posting its highest-ever quarterly order inflow of Rs 40,900 crore in Q4CY25 while watching operating margins collapse 410 basis points year-on-year. ABB’s Q4CY25 revenue came in at Rs 35,600 crore, … Read more

India’s Tech Hardware Sector Hits Turbulent Waters – See The Stocks Impacted

Global memory supercycle threatens to upend India’s electronics ambitions The global memory chip market is in the grip of what analysts are calling a supercycle — and India’s electronics manufacturers may be caught badly off guard. The culprit? A seismic shift in global memory economics, driven by artificial intelligence’s insatiable appetite for bandwidth. “The memory … Read more