Synopsis: Budget 2026 allocated Rs 7.85 lakh crore to the defence sector, up 15% YoY, easing initial market cover no speech mention. Stocks like Bharat Electronics Ltd, Hindustan Aeronautics Ltd, and others recovered as investors focused on spending continuity. The...
Synopsis: Budget 2026 signals a strategic shift toward high-value agriculture, allied sectors, and AI-led farming. Stocks such as Avanti Feeds Ltd, Godrej Agrovet Ltd, and Apex Frozen Foods Ltd are in focus as policy support boosts diversification, value chains, and...
Synopsis: Shares of Meesho Limited hit a 5% lower circuit after Q3 FY26 losses widened to Rs 491 crore despite strong revenue growth and robust user, order, and GMV momentum, highlighting near-term profitability concerns amid rapid scaling. The shares of this company,...
Synopsis: Shares of ESAF Small Finance Bank Ltd surged 8% after the bank returned to profitability with an Rs 7 crore Q3 FY26 profit, supported by steady advance growth, controlled asset quality, and a stable retail-focused deposit base. The shares of this company,...
Synopsis: Nomura remains positive on Tata Consumer Products with a Buy rating and a Rs 1,450 target, citing strong core momentum, 30% growth in high-growth segments, improving margins, and sustained double-digit sales growth despite premium valuations of 77 PE. Tata...
Synopsis: Polycab outperformed KEI in Q3 FY26 with stronger revenue growth, higher margins and superior ROCE, while KEI delivered healthy profit growth and maintained a clean balance sheet, making both strong but differently positioned players. Polycab India and KEI...
Synopsis: Several major stocks, including Meesho, Nestlé India, Ambuja Cements, Bajaj Auto, and others, are in focus today as they announce results. Investors will track earnings to assess growth trends, valuations, margins, and near-term business outlooks across...
Synopsis: Piramal Pharma shares rose 4% despite a Rs 136 crore Q3 loss as investors focused on one-off exceptional costs, sequential revenue and EBITDA improvement, recovery signals in the CDMO segment, and strong growth in consumer healthcare, supporting medium-term...
Synopsis: SBI Cards shares fell 3% despite 45% YoY PAT growth as investors focused on rising operating costs, slower customer additions, muted receivables growth, and a valuation premium. Profit growth was driven more by lower credit costs than core operating...
