Synopsis: India’s defence push, backed by a ₹7.85 lakh crore budget and ₹2.19 lakh crore capital outlay, is strengthening sector visibility. Select players hold robust order books of ₹23,758 crore, ₹21,200 crore, ₹18,482 crore and ₹2,394 crore, ensuring multi-year...
Synopsis:- BOB Capital sees 51% upside with a target of ₹1,788 from ₹1,187. Capacity expanded to 500,000 tonnes, while industry demand grew 5–6% CAGR. OPM improved to 10% by Dec 2025. Defence and hydraulic segments are scaling up, with utilisation targeted at 65–70%...
Synopsis:- A leading brokerage has set a target of ₹4,810, implying 29% upside from ₹3,732. Backed by a decade-long partnership with a global fuel cell major and 60–70% wallet share, every 1 GW capacity addition could generate ₹900–1,100 crore in potential orders amid...
Synopsis:- Shares fell nearly 11% to ₹187.75 after Bihar introduced stricter MFI regulations, capping interest at 100% of principal and limiting borrowers to two lenders. With 19% exposure to Bihar and AUM at ₹6,876 crore, rising delinquencies similar to Karnataka’s...
Synopsis:- Shares fell nearly 11% to ₹187.75 after Bihar introduced stricter MFI regulations, capping interest at 100% of principal and limiting borrowers to two lenders. With 19% exposure to Bihar and AUM at ₹6,876 crore, rising delinquencies similar to Karnataka’s...
Synopsis: Several bulk deals reshaped ownership across multiple stocks, with over 55 lakh shares worth nearly ₹660 crore changing hands in one case. Institutional investors bought stakes up to 1.72%, while others exited 2–3% holdings. Transactions ranged from ₹9.8...
Synopsis:- Shares fell 6% to ₹119.60 after a massive 14.2% stake worth ₹7,915 crore changed hands via block deals. Promoter entity plans to offload 6.9% at ₹115, following an earlier ₹10,220 crore sale. Despite stake dilution concerns, operating profit rose from ₹505...
Synopsis: Shares gained 2% after RBI allowed a leading mutual fund to raise its stake up to 9.99% from 1.88%. NII grew 5% YoY, while deposits rose 12% to ₹1.20 lakh crore. However, provisions increased 28% QoQ, and credit card stress remains a near-term concern. The...
Synopsis:- Shares jumped up to 6% after securing a Rs 423 crore, four-year pharma supply contract for pen injectors. Operating profit rose from Rs 38 crore to Rs 64 crore, while OPM improved from 20% to 27%. Healthcare revenue surged 139%, driving growth despite a...
Synopsis:- Shares surged 16% after strong Q4CY25 results, with revenue rising 47% YoY to Rs 251 crore and net profit climbing 50% to Rs 66 crore. Operating profit improved to Rs 90 crore over the year, while a Rs 75 per share dividend further boosted investor...
