Lemon Tree Hotels: Restructuring to Unlock Hidden Value
JM Financial maintains ADD rating with 175 rupee target as hotel chain splits into asset-light and property ownership platforms; Warburg Pincus backs spinoff with 9.6 billion rupee commitment Lemon Tree Hotels is embarking on a transformative restructuring that could significantly enhance shareholder value over the next 12 to 15 months.Continue Reading
HCL Technologies Upgraded to Buy by Axis Securities on Strong Deal Momentum
India’s third-largest IT services firm posts $3 billion in quarterly bookings; analysts see 13% upside as AI opportunities expand Axis Securities upgraded HCL Technologies Ltd. to buy from hold, citing robust deal wins and improving growth visibility as the IT services giant bets big on artificial intelligence to drive futureContinue Reading
After 20% Stock Plunge, Ixigo Gets Analysts Upgrade
India travel booking platform seen rebounding as airline disruptions ease; analysts see 29% upside to new price target JM Financial upgraded Le Travenues Technology Ltd., the operator of India’s ixigo travel booking platform, to buy from reduce, arguing the stock’s roughly 20% tumble since late November has created an attractiveContinue Reading
TCS Q3 Results: AI Services at $1.8bn Growing 17% QoQ, But Can It Drive Sustained Growth?
JM Financial and HDFC Securities maintain buy ratings on muted revenue growth, banking on accelerating AI adoption and strong deal pipeline for FY27 recovery. Tata Consultancy Services delivered a quarter that has brokerages pointing to early signs of demand recovery, with artificial intelligence services and deal momentum emerging as keyContinue Reading
DMart Stock Has 17-21% Upside Say Analysts, But Can Margins Hold At 8.1%?
Avenue Supermarts posts strong Q3 FY26 profit growth with margin expansion, but same-store sales slip to 5.6% amid deflation and competition concerns. Avenue Supermarts posted quarterly results that divided analyst attention between strong profitability and a troubling slowdown in its core business metrics. The company added stores at a steadyContinue Reading
Know Your IPO: Amagi Media Labs, Cloud Streaming Pioneer Eyes Rs 1,789 cr Raise
Bengaluru-based SaaS firm to open book on Jan 14; targets ₹7,810 crore valuation despite losses Amagi Media Labs Ltd., India’s largest cloud-native broadcast technology provider, is set to launch its initial public offering on Tuesday, seeking to raise up to ₹1,789 crore ($214 million) as it rides the wave ofContinue Reading
Bharat Coking Coal IPO: Brokerages upbeat on India’s largest coking coal producer
Leading brokerages recommend ‘subscribe’ on the IPO citing strong market position, attractive valuations, and India’s growing steel demand, though caution on seasonal production risks Leading brokerages have issued positive recommendations on the Bharat Coking Coal Limited (BCCL) initial public offering, citing the company’s dominant market position, strong operational performance, andContinue Reading
Meesho’s Post IPO Review: A Mass-Market Miracle
JM Financial analysts initiate coverage with REDUCE rating as India’s value commerce champion trades at premium valuations post-IPO JM Financial just dropped their first report on Meesho after the company’s December 2025 listing, and the thesis is fascinating: Meesho has built something genuinely important for Indian e-commerce, but the stockContinue Reading
Households Sitting on $10 Trillion Wealth Pile; Financial Assets To Surge To $18-20 Trillion
Morgan Stanley Report Shows Historic Shift Away from Gold and Property; Equity Investments Triple in Five Years Indian household wealth has swelled to a record $10.1 trillion, with families dramatically reshaping their portfolios by moving money from traditional gold and real estate into stocks and mutual funds at an unprecedentedContinue Reading
Tariff Tremors and the Uneasy Mood on Dalal Street
Indian equity markets have entered the new year on a high and an slippery footing, unsettled less by domestic weakness and more by renewed turbulence in global trade policy. The latest bout of volatility on Dalal Street is a reminder that in an era of integrated capital flows, tariff decisionsContinue Reading