Indian Investors Are Rolling On — And Loading Up on Gold
Mutual fund flows stayed resilient in January even as equity markets wobbled, but the real story is the record rush into gold and silver ETFs that signals a subtle shift in how India save In January, equity markets corrected sharply amid a global risk-off wave. Foreign investors pulled money out.Continue Reading
Jubilant Foodworks Delivers the Goods, But the Street Can’t Agree on the Price
India’s largest pizza chain posted its strongest margin quarter in recent memory, yet the stock remains caught between those who see a turnaround and those who think the valuation still asks too much In a consumer economy where quick-service restaurant chains have spent the better part of two years complainingContinue Reading
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