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...
Synopsis: Several listed companies across pharmaceuticals, defence, jewellery, liquor and real estate are set to turn ex-dividend over the coming week, with payouts ranging from modest single-digit amounts to one exceptionally large special dividend. Investors eyeing...
Synopsis: India’s rooftop solar rollout and rising EV charger demand are opening doors for domestic clean-energy manufacturers. One such player has just reported its strongest quarter as a listed company, with sharp jumps in revenue, EBITDA and profit pointing...
Synopsis: A little-known solar manufacturer just posted triple-digit revenue growth and a nearly 20-fold order book multiple, yet trades at roughly half the sector’s typical valuation multiple. Here’s what’s driving the story. Amid India’s...
