Synopsis: INOX Green shares gained 6% after INOXGFL Group companies emerged as successful bidders for Wind World India’s IPP and O&M businesses. The acquisition expands the group’s operational footprint, strengthens recurring service revenue visibility, and...
Synopsis: Capri Global, Indus Towers, and Yatra Online are in focus following significant stake transactions. BNP Paribas acquired shares in Capri Global, Bharti Airtel increased its holding in Indus Towers, and a promoter entity offloaded shares in Yatra Online....
Synopsis: Citi has maintained a Buy rating on LIC Housing Finance with a target of Rs 730, implying nearly 40% upside from current levels. The broker believes prolonged underperformance has compressed valuations, making the stock one of the cheapest in the housing...
Synopsis: Holding companies like Kama Holdings Limited, Bajaj Holdings & Investment Limited, and TVS Holdings Limited often trade at lower valuation multiples compared to their underlying assets. Despite strong portfolio companies and steady long-term returns,...
Synopsis: PhonePe’s proposed $13-15 billion IPO valuation has reignited the scale-versus-profitability debate in India’s fintech sector. Despite being EBITDA negative, it commands a sharp premium over Paytm. The listing could redefine valuation benchmarks, intensify...
Synopsis: Shares of ITC Ltd were in focus after UBS Group AG cut its target price to Rs 395 but retained a ‘buy’ rating. Despite the revision, the new target implies nearly 21% upside from the previous closing price of Rs 325.3, citing attractive valuations and a...
Synopsis: Shares of Eternal Ltd were in focus after it expanded its strategic partnership with OpenAI to integrate AI across Zomato, Blinkit and other platforms. Strong revenue growth and rising profitability further support optimism around its AI-led scalability and...
Synopsis: Shares of Nirlon, Arvind SmartSpaces and Easy Trip Planners were in focus after FII, the promoter and other investors acquired stakes worth about Rs 237 crore. Strategic accumulation by the Brookfield-backed entity, promoters and private investors signals...
Synopsis: Reliance, via Reliance Consumer Products Limited, has formed a majority-controlled joint venture with Tropical General Investments Group to enter Nigeria’s large consumer market. The move aims to replicate its affordable, scale-driven FMCG model...
Synopsis: Shares of Kama Holdings Limited surged 10% after its board approved selling up to a 3% stake in SRF Limited. The move signals potential value unlocking and possible narrowing of the holding company discount, alongside improved Q3 FY26 earnings growth. The...
