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... Read more »
The bank is prioritising safer assets over higher margins Kotak Mahindra Bank finds itself in an unusual predicament: it’s growing faster than most of its rivals, yet analysts are trimming their earnings... Read more »
India’s oldest asset manager posted another quarter of shrinking market share. So why did analysts upgrade? UTI Asset Management’s third quarter was a study in contradictions. Reported profit crashed 20% year-on-year to... Read more »
Brokerages have different verdicts on India’s state refiner. One sees 46% upside, the other warns of value traps. The problem with investing in oil refiners is an agreement on what they are... Read more »
InterGlobe Aviation’s stock trades at Rs 4,909, with divergent analyst views on its path forward amid capacity constraints and rising costs India’s aviation bellwether IndiGo is navigating choppy skies as operational challenges,... Read more »
After years of tepid growth, India’s commercial vehicle sector is hitting the accelerator. Nomura says lower taxes, aging fleets, and surging freight rates are setting up a multi-year upcycle that’s just getting... Read more »
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... Read more »
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... Read more »
Asset-light expansion, RevPAR resilience, and a Clarks boost. The hotel chain isn’t just growing rooms—it’s rewiring how it makes money. Indian Hotels hit Rs 878 in November 2024. Then dropped 20% over... Read more »
GST impact limited to 200 basis points as protection sales surge 70%; valuation concerns remain HDFC Life Insurance delivered a stable third quarter with total premium growth of 11%, but margin pressures... Read more »