Synopsis: Sterlite Technologies has jumped over 400 percent as investors bet on stronger orders, better margins and rising demand from AI data centres. But after such a sharp rally, the stock trades at a high valuation. Has the business improved enough to justify the...
Synopsis: EPL and TCPL Packaging are pursuing growth through new categories, capacity additions and wider markets, but their FY26 performance shows a clear difference in momentum. While one is growing faster and delivering more consistent profits, the other is betting...
Synopsis: India’s aviation market is entering a new phase of growth, and IndiGo has laid out an ambitious roadmap for the rest of the decade. With plans that go beyond simply adding more flights, could the airline transform its business and emerge as one of the...
Synopsis: Kalyan Jewellers delivered strong growth, higher profits, debt reduction and rapid showroom expansion in FY26, while Q1FY27 demand also remained healthy. However, the stock has continued to fall as investors focus on FOCO-led margin pressure, rising...
Synopsis: Gujarat Fluorochemicals is trying to move beyond its traditional chemicals business by building exposure to EV battery materials, semiconductors, data centres, clean energy and high-performance fluoropolymers through a large capex plan. As industries such as...
Synopsis: Vietnam’s VinFast is making an aggressive push into India through local manufacturing, a potential long-term investment roadmap of up to Rs 19,000 crore and its integrated Green SM mobility ecosystem. With India’s EV market still underpenetrated,...
Synopsis: APL Apollo has guided for strong growth, yet its stock is down nearly 20 percent from its highs. Is the market worried about something that management is overlooking, or is this simply a temporary slowdown? Here’s a closer look at what is driving the...
Synopsis: Nykaa has delivered a year of strong revenue growth, improving margins and faster profit growth. However, its shares continue to trade at a premium valuation of around 400x earnings, making it one of the market’s most debated stocks. Is the stock...
Synopsis: Global technology stocks have come under pressure, bringing defensive sectors back into focus. But among Varun Beverages, Sun Pharma and Apollo Hospitals, which business is better placed during uncertain markets? A closer look at their growth drivers, risks...
Synopsis: India’s growing focus on water infrastructure is creating new opportunities for companies like VA Tech Wabag and Ion Exchange. While both operate in the water management space, their business models and growth strategies are quite different. Which...
