Synopsis:- Several infrastructure and renewable energy players reported strong order books in Q3FY26, ranging from Rs 15,927 crore to nearly Rs 60,000 crore. One solar firm holds 9,413 MW orders worth Rs 1,37,235 million, while another shows 100+ GW pipeline...
Synopsis:- Shares slipped over 2% after FY26 growth guidance was cut to 5–6% from 10%, with premium segment growth lowered to 10%. Operating margin narrowed from 9% to 7%. Despite 890 bps margin expansion over two years, near-term demand softness and cost pressures...
Synopsys:- Q3FY26 reflected a challenging quarter, with earnings falling 70% YoY despite a sequential improvement of 88%. Operating margin narrowed from 11% to 8%. Capex is rising toward ₹205 crore in FY26. While US tariffs weigh on margins, Africa’s demand and...
Synopsis:- A brokerage has given a ‘Buy’ call with a Rs 230 target, implying 52% upside from Rs 151.20. Q3FY26 saw a 3% YoY decline and margins compressed to 9%. Despite short-term pressure, a 140-molecule pipeline, 47% US market share, and a strategic...
Synopsis:- The ₹7.85 lakh crore defence allocation for FY27, up 15.2% year-on-year, includes an 18% rise in capital procurement to ₹2.19 lakh crore and a 62% jump in equipment spending to ₹82,200 crore. Despite the market drop, long-term manufacturing prospects remain...
Synopsis:- The Budget 2026 hike in STT, raising futures tax from 0.02% to 0.05% and options from 0.1% to 0.15%, triggered sharp market reactions. Experts warn that trading volumes could decline by around 5%, impacting overall market activity and high-frequency...
Synopsis:- Shares surged up to 22% after the government announced a ₹2,000 crore UPI incentive scheme in Budget 2026. With UPI volumes crossing 21 billion and value above ₹28 lakh crore in January, improving margins, rising market share, and 1.44 crore merchant...
Synopsis:- A private lender reported strong Q3FY26 performance, with revenue rising 11% YoY and net profit jumping 41%. Gross NPA improved to 1.69%, while total customer business touched ₹5.62 lakh crore. Deposits grew steadily, the CASA ratio strengthened to 51.64%,...
Synopsis:- A leading defence and explosives manufacturer gained nearly 2% after securing ₹589 crore export orders, adding to an earlier ₹830 crore international contract. With an order book above ₹17,100 crore and strong defence contribution, the company continues to...
Synopsis:- The ₹10,000 crore Biopharma Shakti initiative aims to build a global manufacturing hub, with 3 new institutes, upgrades to 7 others, and 1,000 clinical trial centres. As the ₹4.71 lakh crore sector targets ₹11 lakh crore by 2030, several pharma stocks...
