It’s Losses Are Narrowing Quarter by Quarter. Risk-Reward Is Hard to Ignore.
Food delivery profitable, Instamart contribution break-even weeks away, revenue up 45% year-on-year — the path to profitability is becoming clearer, even if the timeline has shifted Loss-making technology companies require a different kind of reading from investors. The question is never whether profits exist today — they don’t — butContinue Reading
This Two-Wheeler Co Delivered A Strong Quarter, But The Medium-Term Story Is Better.
Volumes up 24%, margins expanding, EV presence strengthening and rural demand holding firm India’s largest two-wheeler maker does not often produce quarters that turn heads. Hero MotoCorp’s business is vast, well-understood and tends to move in predictable cycles. Which is precisely what makes the fourth quarter of FY26 worth payingContinue Reading
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 SMEContinue Reading
This Company Is Quietly Building One of India’s Most Interesting CDMO Businesses
Record margins, a Bio segment scaling fast, CDMO contribution set to double by FY30 There is a version of the Laurus Labs story that is genuinely exciting — a pharma company that began as an ARV API supplier and has, over the last several years, methodically built a contract developmentContinue Reading
This Bank Got an Upgrade, Here Is What Changed
NIM rebounding after three quarters of contraction, NPAs at a decade low, IDBI uncertainty cleared — the valuation correction that looked like a warning sign is now being read as an opportunity There are not many moments in equity research when a brokerage moves a stock all the way fromContinue Reading
Recode Studios Ltd. SME IPO: What You Should Know
A beauty and personal care brand building company plans to raise Rs 44.59 crore via the BSE SME platform Recode Studios Ltd., a beauty and personal care brand company operating in the makeup, skincare, and body care segment under the “Recode” brand, opens for subscription on May 5 with theContinue Reading
Bagmane Prime Office REIT IPO: What You Should Know
Bagmane Prime Office REIT, a real estate investment trust that owns and manages premium Grade A+ business parks in Bengaluru, opens for subscription on May 5. Bagmane Group, one of India’s leading pure-play Grade A+ office owners and developers with nearly three decades of experience in the city. Sushil Finance,Continue Reading
Value 360 Communications Ltd. SME IPO: What You Should Know
India’s first PR firm to test public market to raise Rs 39.60 cr via the NSE SME platform Value 360 Communications Ltd., a New Delhi-headquartered public relations and integrated digital communications company, opens for subscription on May 4 with the issue closing on May 6. The company is listing onContinue Reading
India’s Stock Market Just Had Its Best Month Since the Covid Crash
Nifty up 7.5%, small caps up 18%, 47 of 50 Nifty stocks in the green — April was a remarkable recovery Markets have a way of recovering fastest when the pessimism is most uniform. April 2026 was a case in point. After what PhilipCapital describes as “the worst monthly correctionContinue Reading
This NBFC Just Had a Quarter That Answered the Market’s Biggest Question About the Stock
Credit quality improving across every segment, gold loans scaling fast, and AI transforming loan processing For the better part of the last eighteen months, the central debate around Bajaj Finance has not been about growth — it has been about credit quality. Whether the stress in certain pockets of theContinue Reading