Some SME IPOs Draw Investor Interest Amid Selective Demand

India’s small and medium enterprise IPO market is exhibiting signs of differentiated investor appetite. For example, certain offerings are commanding significant oversubscription while others draw more cautious interest. The trend underscores a... Read more »

Is This Life Insurance Company Undervalued?

The state-owned behemoth is shedding its mass-market legacy for higher-margin products.  Life Insurance Corporation of India is pulling off something remarkable: teaching an elephant to dance. The state-owned insurance giant, long synonymous... Read more »

Mankind Pharma: Inside the Chronic Growth Segment and Premium Valuations

India’s fifth-largest drugmaker is thriving in diabetes and cardiac care while waiting for its infection-treatment business to recover Mankind Pharma is executing a textbook transition from acute to chronic therapies, and the... Read more »

Page Industries Stock: Can Premium Mix Offset Weak Volume Growth?

India’s Jockey licensee is managing margins brilliantly while volume growth stalls. Page Industries delivered a technically clean third quarter, beating Street estimates on both growth and profitability. Yet beneath the headline numbers... Read more »

Is Bajaj Finserv’s Insurance Investments Making a Uptick

The financial conglomerate’s long-suffering insurance arms are rebounding.  But is that enough to justify a valuation that’s relied heavily on its stellar lending business? For years, investors saw the financial conglomerate’s underperforming... Read more »

How the RBI’s Pause Button Affects Your Wallet, Investments and Stocks

The central bank holds repo rate steady at 5.25% – here’s what it means for your fixed deposits, mutual funds, home loans and stock portfolio The Reserve Bank of India maintained status... Read more »

NMDC Faces Challenges as Margins Dip

India’s state-owned iron ore miner is digging itself into a profitability hole. Higher output can’t compensate for soaring costs and weak pricing power. NMDC is learning a that in commodities, volume isn’t... Read more »

Berger Paints’ Volumes Chase Leaves Investors In the Slow Lane

India’s second-largest paint maker is chasing market share at the expense of profitability, why that may not paint a good hue on the stock Berger Paints India is discovering that winning the... Read more »

Chalet Hotels Room Rents Higher, But Occupancy Sluggish

India’s hotel operator is mastering the art of rate increases while learning the hard way that filling new inventory takes time. . For Chalet Hotels, the average room rates surged 16% year-on-year... Read more »

HAL’s Wings May Get Clipped as India’s Defence Sector Takes Flight

Morgan Stanley’s harsh downgrade signals a structural shift threatening the state aerospace champion’s monopoly India’s state-owned aerospace champion may be losing altitude. Hindustan Aeronautics stock tumbled 6% on February 4 as investors... Read more »