Lemon Tree Hotels Is Renovating Its Way Through a Rough Patch — But the Payoff Isn’t Here Yet
India’s mid-market hotel chain posted a soft quarter even in peak season, with renovation disruptions and occupancy resistance denting what should have been a stronger show When a hotel company delivers its weakest performance in what is supposed to be its strongest quarter, investors have reason to pause. Lemon TreeContinue Reading
Amber Enterprises Keeps Its Cool While India’s AC Industry Sweats
India’s largest contract manufacturer for room air conditioners posted a blockbuster quarter, proving it can grow even when the industry it dominates is going nowhere fast There is a certain audacity in posting 38% revenue growth in a quarter when your core industry is essentially flat. Amber Enterprises, India’s largestContinue Reading
Eicher Motors Is Riding a Volume Wave, But is the Road Ahead Justifying the Fare?
Royal Enfield’s dominance in the mid-size motorcycle segment is undisputed but what next Eicher Motors just delivered a quarter that silenced the sceptics. Revenue grew 23% year-on-year to Rs 61.1 billion, beating both brokerage and consensus estimates. Volumes surged 21%. EBITDA margins expanded 131 basis points to 25.5%. Adjusted profitContinue Reading
How Navin Fluorine Is Winning the Chemistry Test
A blowout quarter across every business line has brokerages cheering, but the valuations is another story India’s fluorine chemistry champion just delivered the kind of report card that would make any promoter beam. Navin Fluorine International crushed estimates across the board in the December quarter — revenue, EBITDA, and profitContinue Reading
Aye Finance IPO: Raising Funds For Growth, But Should You Subscribe
Aye Finance Limited, one of India’s largest MSME lenders by customer count, opens its IPO on February 9, 2026 Aye Finance Limited, a mid-layer non-banking financial company (NBFC) incorporated in 1993, is set to list on the BSE and NSE through a fresh issue of approximately 24.7 crore shares atContinue Reading
BSE’s Business Machine Just Hit Another Gear
India’s oldest exchange posted a 61 percent revenue surge in Q3 as its options business continues to eat into NSE’s dominance. Brokerages raise their targets. There was a time not too long ago when BSE’s derivatives business was an afterthought. That time is over. The exchange formerly known as theContinue Reading
BEML Just Posted a Loss. But Why Is The Street Not Panicking
A cost blowout wiped out margins in Q3. The real question is whether the March quarter can salvage the year. BEML had a quarter most companies would rather forget. The state-owned heavy equipment maker reported revenues of Rs 1,083 crore for the third quarter of FY26, a solid 24 percentContinue Reading
Tata Motors PV Faces Speed Bumps as JLR Struggles Overshadow Domestic Strength
Tata Motors Passenger Vehicles is navigating a challenging period as its luxury arm Jaguar Land Rover (JLR) grapples with multiple headwinds, even as the company’s India business continues to deliver robust growth, according to recent analyst reports. The contrasting performance of the automaker’s two key segments has prompted sharply divergentContinue Reading
Nykaa’s Beauty Engine Purrs, but Fashion Still Needs More Than Makeup
Advertising revival and owned-brand momentum lift India’s fashion e-commerce platform, yet profitability puzzle remains only half-solved The monsoon has ended for Nykaa’s advertising business, and investors should be relieved. FSN E-Commerce Ventures, the Mumbai-listed beauty and fashion platform, delivered its strongest quarterly performance in over a year during the threeContinue Reading
Dow Jones Hits 50,000: Why India’s Nifty 50 Is Lagging Behind
America’s blue-chip index just hit a historic milestone. India’s benchmark is still stuck below a peak it set seventeen months ago. The divergence tells a story The Dow Jones Industrial Average zipped through 50,000 on Friday was the kind of milestone that makes Wall Street pop champagne and presidents postContinue Reading