Synopsis: With over 205 tonnes of gold held as collateral, Muthoot Finance manages more gold than several sovereign nations, including Pakistan. Built on trust, disciplined expansion, and a secured lending model, the company has scaled into a gold-loan giant,...
Synopsis: Affle 3i, India’s largest listed ad-tech firm, derives nearly all its revenue from its performance-based CPCU model, where it earns only when user conversions occur. Supported by vertical diversification and AI-driven consumer intelligence, the company...
Synopsis: Aadhar Housing Finance witnessed a complete promoter transition as Blackstone-backed BCP Asia II Holdco VII acquired a 65.07% stake following the open offer. The earlier promoter fully exited. With improving financial performance and institutional backing,...
Synopsis: NSDL and CDSL are in focus after their KRA arms cut fetch rates by 20%, potentially impacting transaction-based revenues. Analysts estimate a 5–6% EBITDA impact due to the pricing revision. The move has raised concerns over margin pressure, especially for...
Synopsis: Airline stocks are in focus after DGCA introduced revised ticket refund norms allowing free cancellations within 48 hours under certain conditions. The move may pressure ancillary revenues and working capital for carriers like IndiGo, though improved...
Synopsis: SpiceJet shares surged 8% after Authum invoked pledged shares and acquired a 6.8% stake, later partially monetising it. The move signals a lender-led recovery action rather than strategic entry. Despite rising passenger market share to 4.3%, the airline...
Synopsis: Textile stock Pashupati Cotspin gained momentum after its board approved a 1:10 stock split aimed at improving liquidity and retail participation. The shares are trading at a premium valuation of 100x PE and have delivered over 1,450% returns in five years,...
Synopsis: Six companies are in focus after securing fresh contracts worth a combined Rs 174.47 crore across engineering, infrastructure, steel fabrication, lubricants, seamless pipes, and telecom connectivity segments. The strong order inflow enhances revenue...
Synopsis: Nuvama reiterates a ‘Buy’ on Pidilite Industries with a Rs 1,915 target, citing 10% volume growth and improving EBITDA margins. Key growth drivers include Roff, Dr Fixit and Projects, scaling 2-4x GDP. Expansion into paints and electronic adhesives further...
Synopsis: Tata Capital has approved a Rs 650 crore rights issue to infuse equity into its housing finance arm, TCHFL. The move aims to strengthen capital adequacy, support loan book expansion, and maintain regulatory buffers amid rising AUM growth. The capital raise...
