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EPack Prefab Technologies Q2 FY26 Results: PAT Up 105%, On-track FY26 Guidance
Outlook of 30-35% CAGR for FY25-27 with stable margins. Growth supported by order-book & structural tailwinds. Valuations don't discount the long-term…
22 mins ago
Shilchar Technologies Q2 FY26 Results: PAT Up 40%, On-track FY26 Guidance
2x Revenue in FY26-29 at ~25% CAGR. Growth back-loaded due to capacity. Tariffs, competitive pressure, with reasonable valuations weigh in, but demand…
Oct 23
5
Manorama Industries Q2 FY26 Results: PAT up 105%, FY26 Guidance Revised Upward
Revenue CAGR of 40%+ FY26-28 with stable to improving margins. Growth driven by capex. Value-added products to support margins. At reasonable forward…
Oct 22
4
Karur Vysya Bank Q2 FY26 Results: PAT up 21%, On-track FY26 Guidance
Valuation offers downside protection when price is near all time highs, steady earnings, and re-rating potential — making it attractive for long-term…
Oct 19
1
SG Finserve Q2 FY26 Results: PAT up 101%, FY26 Guidance Revised Downward
2x+ PAT by FY27 at a CAGR of 50%+. Undemanding forward valuations. Downward revision of guidance is a red flag. Leadership transition needs to be…
Oct 15
5
1
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Yash Highvoltage H2 FY26: PAT up 119%, Ahead of FY26 Guidance
Guidance of 25-35% revenue CAGR for the next 5 years with stable margins. Valuations discount the growth till FY27. Opportunity if growth plays out for…
Oct 12
9
India Retail Q2 FY26: Discretionary Demand Stays Strong
Discretionary demand led the market. GST resets, Tier-II shoppers, and festive demand drive the shift from staples to style, from groceries to gold in…
Oct 7
6
V2 Retail Q2 FY26 Business Update: Revenue up 86%, On-track FY26 Guidance
Guidance of 40-50% revenue CAGR for the next 4-5 years with stable margins. Valuations discount the growth till FY27. Opportunity if growth plays out…
Oct 5
9
Oriana Power FY25 Results: PAT up 192%, Doubling in FY26
Conservative 100-150% growth guidance for FY26 with stable margins. Valuations discount FY26 growth. Opportunity emerges from FY27 as it executes Vison…
Sep 30
5
Real Estate Q1 FY26: Record Presales, Strong Market Outlook
Q1 FY26 Indian real estate outlook: record presales, robust cash flows, premium demand across NCR & Bengaluru; approvals and execution remain key risks.
Sep 28
4
2
Sathlokhar Synergys FY25 Results: PAT up 64%, Strong Growth till FY27
Revenue CAGR of 50%+ till FY27 with stable margin. Growth projections supported by an order-book. Reasonable valuation for a company with 50% growth and…
Sep 25
10
Insolation Energy FY25 Results: PAT up 127%, Strong Growth till FY28
Guiding 6.5x revenue by FY28 with strong margin expansion. Undemanding valuations 3.3x FY28E PE, for a ₹8,000+ Cr business growing at 80%+, delivering…
Sep 23
7
Stallion India Fluorochemicals Q1 FY26 Results: PAT up 23%, On-track FY26 Guidance
Guiding 30-35% CAGR for FY25-28 with 3-4% margin expansion. Attractive valuations 10x FY28E PE, for a ~₹1,000 Cr business growing at 30%+, delivering…
Sep 21
10
Enviro Infra Engineers Q1 FY26 Results: PAT up 42%, On-track FY26 Guidance
Guidance of 35-40% CAGR for FY25-30. At 9x FY28E PE, attractive valuations for a ₹2,500 Cr business growing at 35%+ and delivering 22-24% EBITDA margins
Sep 18
6
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SRM Contractors Q1 FY26 Results: PAT up 167%, On-track FY26 Guidance
Guidance of 66% revenue growth in FY26 with stable margins, steady order-inflows and strong revenue visibility. At reasonable valuations based on FY26…
Sep 16
8
SJ Logistics Q1 FY26 Results: PAT up 33%, On-track FY26 Guidance
Guidance of 35-40% FY26 revenue growth. At 5x FY27E PE, attractive valuations for a ₹1,000 Cr business growing at 40% for FY25-27 delivering 12-13% PAT…
Sep 14
8
Genus Power Q1 FY26 Results: PAT up 194%, Can Beat FY26 Guidance
Guiding 60%+ growth with stable margins in FY26 with potential upgrades. Order-book 7x FY26 guidance provides long-term visibility. Attractive forward…
Sep 11
10
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Sectoral Insights
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India Retail Q2 FY26: Discretionary Demand Stays Strong
Discretionary demand led the market. GST resets, Tier-II shoppers, and festive demand drive the shift from staples to style, from groceries to gold in…
Oct 7
6
Real Estate Q1 FY26: Record Presales, Strong Market Outlook
Q1 FY26 Indian real estate outlook: record presales, robust cash flows, premium demand across NCR & Bengaluru; approvals and execution remain key risks.
Sep 28
4
2
US Imposes 25% Tariff on India: A Stock Market Investor's Guide to the Impact
Trump's 25% tariff & Russia penalty on India. A guide to the stock market impact, sectors at risk, and key investor strategies.
Jul 30
16
1
India’s Hotel Sector in FY25: Premium Pricing and Lean Expansion
Tier-2 travel, F&B-led margins, loyalty ecosystems, digital bookings, brand upgrades, and lean supply pipelines defined India’s FY25 hotel sector reset.
Jul 9
8
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Jewellers in FY25: Shift to Lightweight, Lower-Carat Jewellery & Tier-2 Expansion
As gold hit ₹1L per 10g, jewellers moved to lightweight, lower-carat designs, studded jewellery growth, aggressive Tier-2 expansion, & disciplined…
Jul 3
6
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Earnings Call
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AI in Indian IT Services: What Q1 FY26 Earnings Reveal
Indian IT is betting big on GenAI. TCS sees margin upside; Tata Elxsi stays cautious. Both embed GenAI across delivery, talent, and deals in Q1 FY26.
Jul 14
6
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Laurus Labs Q4 FY25 Results: Profit Up 122%, CDMO Momentum Strong, FY26 Outlook Bright
Laurus Labs is shifting from generics to high-margin CDMO. New FDF capacity, fermentation bets, and improved ROCE signal a strong multi-year growth…
Apr 25
10
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Waaree Renewables Technologies Q4 FY25 Results: Revenue Up 82%, Strong Cash Flows, Priced for Hypergrowth
Growth with strong cash flows & expanding EPC. Valuations reflect high expectations. Storage & hydrogen offer upside, while margin & policy risks…
Apr 24
6
Bajaj Housing Finance Q4 FY25 Results: PAT Up 54%, Clean Book at 6.6x P/B
24-26% AUM growth in FY26, led by affordable housing & digital scale-up. ROE lag & spread compression are near-term risks. Clean book, premium play with…
Apr 23
4
2
ICICI Bank Q4 FY25 Result: Profit Up 18%, Clean Book, Rich Valuations
Strong loan growth, cleaner asset quality, digital expansion drive robust profits & return ratios for ICICI Bank. Consistent execution drive premium…
Apr 22
6
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Notebook
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How to Analyse an Insurance Company in India – Beginner’s Guide to Valuation & Risk
A step-by-step guide to analysing Indian insurance stocks. Understand float, combined ratio, solvency, and how to value non-life insurance companies.
Jul 16
4
How to Analyse Indian Banks & NBFCs: Complete Beginner’s Guide to Valuation, Risk & Lending Models
Learn how to analyze Indian banks & NBFCs covering lending models, asset quality, capital ratios, valuation tools, and key financial metrics …
May 4
9
Stay or Sell? Checklist for Surviving Market Crashes
Market crashes feel like the end—but they don’t have to be. Stay, sell, or buy more? Use this quick checklist to assess risks, valuations & seize…
Feb 3
4
5 Deadly Stock Tip Mistakes That Crush Your Portfolio
Investors lose money on stock tips. Avoid the 5 fatal mistakes that hurt portfolios. Learn data-backed strategies to invest smarter.
Jan 24
3
Stock Tips: Your Complete Guide to Making Smarter Trading Decisions
Stop losing money on bad stock tips. Evaluate tips like a pro with data-backed insights. Trade smarter, invest wisely, and take control of your emotions…
Jan 20
1
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