Eternal’s Blinkit Break’s Even, but is that Enough to Beat the Valuation Test
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, thisContinue Reading
Vedanta’s Demerger Unlocks Value as Silver Surge Powers Earnings Upgrade
Nuvama raises target 17% on commodity tailwinds; current market price yet to fully factor in aluminium and zinc businesses alone Vedanta’s pending demerger into five separately listed companies is poised to unlock significant value for shareholders, with the stock’s current price not even fully accounting for its aluminium and zincContinue Reading
1,559 Points of Wild Swings: The Day Nifty Became a Grinder for Traders
The Baap of Volatility has arrived—and it’s devouring retail portfolios for breakfast, lunch, and dinner Something extraordinary happened on Dalal Street today. The Nifty 50 didn’t just move, but nosedived, rocketed, screamed and confused even the most hard nosed traders. Fifteen directional swings. 1,559 points of cumulative intraday movement. AContinue Reading
AU Small Finance Bank: Does the Rally Still Have Legs?
Strong quarter masks limited upside as stock trades at 2.8x FY28 book value AU Small Finance Bank’s impressive third-quarter performance has delivered everything investors hoped for except one thing: room for the stock to run further. The lender’s shares, which have surged 65% over the past year to Rs1,001, nowContinue Reading
Gold’s $4,700 Coronation: Will it be the Metal of 2026?
After a historic 74% rally in 2025, the precious metal still remains a solid currency worth every ounce Gold has delivered its most spectacular performance in nearly half a century, surging 74% in 2025 to breach $4,700 per ounce to currently quote at $4763. In Indian currency, gold has breachedContinue Reading
Brokerages Mixed on Shadowfax IPO as Logistics Firm Seeks Rs 1,907 Crore
Analysts divided on valuation as company turns profitable amid quick commerce boom; price-to-sales premium over Delhivery raises concerns Indian brokerages have offered mixed recommendations on the Shadowfax Technologies initial public offering, with opinions ranging from cautious optimism to concerns over stretched valuations, as the gig-based logistics platform prepares to debutContinue Reading
India-EU Trade Deal: 4 Sectors Set to Expand as $130 Billion FTA Nears Finish Line
Jefferies flags textiles, pharma, autos, and aviation as big winners in landmark agreement India and the European Union are on the cusp of sealing a Free Trade Agreement that could reshape investment opportunities across multiple sectors, according to a new equity strategy note from Jefferies dated January 20, 2026. TheContinue Reading
Know Your IPO: Logistics Platform Shadow Fax Technologies Hits the IPO Market
Asset-light delivery network targets expansion as quick commerce boom drives demand, but premium valuation and client concentration raise concerns for investors evaluating the three-day offering Shadowfax Technologies Ltd., one of India’s largest third-party logistics providers, is seeking to raise approximately Rs 1,907 crore through an initial public offering that opensContinue Reading
Polycab’s Volume Playbook: How 40% Growth Came at a Margin Cost
India’s cable giant dillema was over market share or profitability in Q3, absorbing commodity prices compressed margins to three-quarter low The numbers tell two different stories. Revenue surged 46 percent. Margins crashed 300 basis points. Polycab India Limited’s December quarter results have exposed a fundamental tension in the organized cableContinue Reading
HDFC Bank Q3 Results: Margins Jump, Asset Quality Stable—But There’s a Catch Analysts Reveal
Bank delivers 11.5% profit growth as NIMs expand, but NII growth slows to 6.4% amid deposit mobilization challenges. HDFC Bank reported its third-quarter FY26 results on January 18, showcasing improved margins and pristine asset quality, though net interest income (NII) growth moderated to 6.4% year-on-year. The private sector lender postedContinue Reading