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Cigarette margins hit multi-quarter lows; analysts warn of volume collapse, illicit trade surge, and earnings decline through FY27 ITC reported a quarter that met expectations, but both Centrum and Nirmal Bang are focused on a bigger problem—tax increases starting February 1 that could fundamentally alter the cigarette business generating overContinue Reading

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Asset manager maintains growth momentum as regulatory changes loom over sector profitability Nippon Life India Asset Management Company reported another quarter of consistent performance, though the real test lies ahead as the industry navigates new fee regulations and intensifying competition. Driven by treasury The company posted profit after tax ofContinue Reading

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The great Indian equity story is sobering, or so it seems and retail investors may be caught in the crossfire. A new analysis from Kotak Institutional Equities reveals that investors who started systematic investment plans (SIPs) in Indian equities after calendar year 2023 are now staring at modest returns. TheContinue Reading

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Brokerages lift targets after earnings beat, but watch Bharat Electronics valuation India’s state-owned defence electronics manufacturer Bharat Electronics delivered a quarter that had analysts scrambling to revise their models upward. The company’s third-quarter performance beat expectations across every metric, prompting both Motilal Oswal and Nirmal Bang to raise their targetContinue Reading

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Contract Manufacturer Posts Sharp Revenue Jump Ahead of Rs 24.77 Crore Fundraise; Sustainability Questions Emerge ANL operates as a Contract Development and Manufacturing Organization (CDMO) specializing in Ayurvedic and Nutraceutical products across multiple dosage forms. Established in 2021, the company manufactures tablets (film-coated and chewable), capsules (hard gelatine and HPMC),Continue Reading

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Margin shine can’t mask muted demand as India’s decorative giant navigates competitive headwinds Asian Paints delivered a curious third quarter—margins sparkled even as topline growth sputtered, leaving analysts divided on whether the worst of competitive pressures has passed or merely paused. The company’s consolidated revenue crawled 4% year-on-year to RsContinue Reading