Morgan Stanley Just Published Its India Playbook. The Conclusion May Surprise You
After the worst trailing twelve-month relative performance in history, Morgan Stanley sees India poised for a strong year — here is the full case, and the risks that could derail it There are moments in markets when the setup for a contrarian call becomes almost textbook — when sentiment isContinue Reading
Goldline Pharmaceutical Ltd. SME IPO: What You Should Know
A pharma brand marketing company plans to raise Rs 11.02 crore via the BSE SME platform. Goldline Pharmaceutical Ltd., a pharmaceutical products marketing company operating under the “Goldline” brand, opens for subscription on May 12 with the issue closing on May 14. The company is listing on the BSE SMEContinue Reading
RFBL Flexi Pack Ltd. SME IPO: What You Should Know
A flexible packaging manufacturer plans to raise Rs 33.56 crore via the NSE SME platform. RFBL Flexi Pack Ltd., a flexible packaging products manufacturer, opens for subscription on May 12 with the issue closing on May 14. The company is listing on the NSE SME Emerge platform through a fixed-priceContinue Reading
This Motor Company Had a Tough Quarter on Margins
Volumes recovering, two new SUV launches planned, Pune capacity ramping — the short-term margin pain is real, but the medium-term growth story remains intact Not every strong business has strong quarters. Hyundai Motor India’s fourth quarter of FY26 was one of those moments where the headline numbers — a 372Continue Reading
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