Asset-light delivery network targets expansion as quick commerce boom drives demand, but premium valuation and client concentration raise concerns for investors evaluating the three-day offering Shadowfax Technologies Ltd., one of India’s largest... Read more »
India’s cable giant dillema was over market share or profitability in Q3, absorbing commodity prices compressed margins to three-quarter low The numbers tell two different stories. Revenue surged 46 percent. Margins crashed... Read more »
Bank delivers 11.5% profit growth as NIMs expand, but NII growth slows to 6.4% amid deposit mobilization challenges. HDFC Bank reported its third-quarter FY26 results on January 18, showcasing improved margins and... Read more »
Despite a 4% profit decline, three leading brokerages see 20-24% upside—unpacking the fundamentals that drove their conviction When ICICI Bank reported a 4% drop in quarterly profit two days ago, the initial... Read more »
The listing-day fireworks are real. But the long-term wealth creation? Well… India’s 2025 IPO market gave investors exactly what seemed promising: good opening-day gains. Two-thirds of the 108 mainboard listings popped on... Read more »
Asset-light expansion, RevPAR resilience, and a Clarks boost. The hotel chain isn’t just growing rooms—it’s rewiring how it makes money. Indian Hotels hit Rs 878 in November 2024. Then dropped 20% over... Read more »
There is a strong wealth destruction current under the calm and small caps are bearing a brunt of that India’s equity market appears untroubled. Benchmark indices have held their range, heavyweight stocks... Read more »
GST impact limited to 200 basis points as protection sales surge 70%; valuation concerns remain HDFC Life Insurance delivered a stable third quarter with total premium growth of 11%, but margin pressures... Read more »
Analysts say companies with strong delivery track records will outperform as Rs 9 lakh crore backlog puts spotlight on execution capability India’s defence sector is entering a new phase where the ability... Read more »
Company beats estimates with 220bps margin expansion, but trades at steep 45x FY27 earnings ata Elxsi delivered a better-than-expected third quarter, but the stock’s rich valuations have left analysts divided on whether... Read more »