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...
Synopsis: Fortis Healthcare is in focus after JP Morgan, Citi and UBS maintained bullish ratings, projecting up to 26% upside driven by strong Q3 operating performance, margin expansion and steady capacity additions. Robust hospital growth, improving diagnostics...
Synopsis: Engineers India shares gained 4% after BofA Securities Europe SA acquired a 0.81% stake worth nearly Rs 100 crore, signalling fresh FII interest. Strong Q3 FY26 results, with 58% revenue growth and a sharp profit rise, along with a Rs 12,538 crore order...
