Synopsis: Institutional investors have steadily raised their stakes in a recently listed e-commerce platform over the past two quarters. Improving profitability, easing logistics costs, and a scaling advertising business appear to be driving this renewed confidence,...
Synopsis: Three leading brokerages have turned more bullish after a stronger-than-expected quarterly show, with target prices pointing to upside of up to 33% from current levels, backed by strong FMEG and cables and wires growth. Quarterly earnings season often throws...
Synopsis: Jefferies expects hospital operators to post double-digit revenue growth this quarter on strong patient demand, though expansion costs may weigh on margins. One operator is expected to outperform the rest. India’s hospital operators are set to post...
Synopsis: Jefferies expects steady June quarter earnings across India’s pharma sector, with domestic chronic therapy demand driving growth. One company stands out with acquisition-led numbers well ahead of its peers. India’s pharmaceutical companies are...
Synopsis: A machinery manufacturer’s strong revenue growth, capacity expansion, and acquisitions dominate the story this quarter, even as a couple of institutional holders trimmed their positions and margins came under temporary pressure. A company undergoing a...
Synopsis: A power transmission player is now betting big on green hydrogen, battery storage, and fuel cells. With record revenue growth and a swelling order book, the company is scripting a fresh energy transition story worth watching closely. India’s energy...
3 stocks in which Narayana Murthy’s family bought stake in june quarter Synopsis: A well-known investor family office has picked up fresh stakes in three listed companies during the March quarter, spanning auto components, power equipment, and specialty steel,...
Synopsis: A diversified engineering player has posted triple-digit profit growth and is now channelling fresh capital into small arms and ammunition manufacturing, tapping into India’s defence indigenisation push while its core business scales rapidly on...
Synopsis: A veteran wire and cable manufacturer has caught investor attention after domestic institutions sharply raised their stake even as the company navigated a turbulent year of US tariff disruptions. With a debt-free balance sheet, a resilient domestic pivot,...
Synopsis: An ace investor who steadily built his position through 2022 and 2023, then trimmed it just as steadily over the following years, has now seen his stake slip below the disclosure threshold, even as the stock delivered strong multi-year returns. Ace investor...
