Fractal, Hero FinCorp among firms positioning for February-March window as markets stabilise; investors may have plenty to choose from if deals come through Investors hunting for fresh opportunities in India’s equity markets may soon find themselves spoiled for choice. At least nine companies are preparing to raise a combined Rs 24,000 crore ($2.8 billion) through … Read more
Shayona Engineering Ltd. entered the customized casting business in 2010, carving out a niche in an industry where specialization typically trumps breadth. The company manufactures precision metal, rubber, and plastic parts across a wide weight spectrum—from components weighing just a few grams using lost wax investment casting to single-piece castings of up to 1,500 kilograms … Read more
India’s oldest asset manager posted another quarter of shrinking market share. So why did analysts upgrade? UTI Asset Management’s third quarter was a study in contradictions. Reported profit crashed 20% year-on-year to Rs 1.2 billion, but beat Centrum’s estimate of Rs 1.1 billion. Strip out one-time charges, and core profit collapsed 69% to just Rs … Read more
Brokerages have different verdicts on India’s state refiner. One sees 46% upside, the other warns of value traps. The problem with investing in oil refiners is an agreement on what they are actually worth is difficult.Take Hindustan Petroleum Corporation (HPCL), which just reported quarterly earnings that somehow managed to disappoint both bulls and bears simultaneously. … Read more
InterGlobe Aviation’s stock trades at Rs 4,909, with divergent analyst views on its path forward amid capacity constraints and rising costs India’s aviation bellwether IndiGo is navigating choppy skies as operational challenges, regulatory penalties, and cost pressures test the resilience of the country’s dominant airline operator. InterGlobe Aviation reported a muted third quarter for FY26, … Read more
Inflows came together in 2025 that Indian markets have never seen before. The question is whether it’s enough Right at this moment, fund managers in India are sitting on Rs 2.08 lakh crore in ready cash. That’s a massive pile by any measure. But here’s the thing—when you stack it against India’s total market cap … Read more
After years of tepid growth, India’s commercial vehicle sector is hitting the accelerator. Nomura says lower taxes, aging fleets, and surging freight rates are setting up a multi-year upcycle that’s just getting started The rumble of heavy trucks hauling goods across India’s highways is about to get a lot louder. After several years of modest … Read more
After years bleeding cash under private equity ownership, Restaurant Brands Asia is getting a lifeline from an unlikely, which could reshape India’s burger battle – and perhaps its stock. Restaurant Brands Asia, the company behind Burger King’s 575 Indian outlets, is undergoing what Elara Securities calls a “balance sheet-led strategic reset” that looks more like … Read more
As mutual fund AUM hits Rs81 trillion and alternatives surge, Centrum sees industry doubling to $2.3 trillion by 2029 Indian households are abandoning physical assets it seems for financial markets at a pace that would have seemed impossible five years ago. Centrum’s latest research quantifies the shift: household financial assets stood at Rs319 trillion in … Read more
The quick-commerce unit hit the black, and that is good Eternal pulled off a rare feat in India’s cutthroat quick-commerce wars: its Blinkit division turned operationally profitable for the first time in Q3, delivering a wafer-thin adjusted EBITDA of Rs 40 million. For investors chasing growth at reasonable prices, this looks like validation of founder … Read more