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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.
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Elecon Engineering Q1-26 Results: Profit Up 139%, Supported by One-offs; FY26 Guidance on Track
On track for FY26 guidance. Q1 aided by domestic demand, MHE, and one-offs. Exports and gear margins were a drag. FY26E valuations leave little room for…
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Money Muscle
Anand Rathi Wealth Q1-26 Results: Profit Up 28%, Record Net Inflows; FY26 Guidance on Track
On track for 25% PAT growth in FY26. Q1 solid despite weakness in Distribution of Financial Products. Anand Rathi trades at a premium, pricing in 3–4…
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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.
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Money Muscle
2
Tinna Rubber FY25 Results: PAT up 20%, Vision 2028 Targets ₹1,000 Cr Revenue
PAT CAGR of 33%+, Revenue CAGR of 25%+ for FY25-28 to deliver ROCE of 30%+. Premium valuations in the short-term provide opportunity over the longer…
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Tata Power Company: PAT CAGR of 25% & Revenue CAGR of 13% for FY24-30 at a PE of 35
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2
HDFC Asset Management Company: PAT up 30% & Revenue up 37% in 9M-25 at a PE of 37
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Ganesh Housing Corporation: PAT growth of 25% & Revenue growth of 19% in 9M-25 at a PE of 24
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1
Zaggle Prepaid Ocean Services: PAT up 714% & Revenue up 113% in Q1-25 at a PE of 75
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Indo Tech Transformers FY25 Results: PAT up 36%, CAPEX to Support Growth
Strong capacity expansion to support growth for FY27 and beyond supported by industry tailwinds. Premium valuations provide opportunity in the long term…
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Nava FY25 Results: PAT up 14%, Outlook of Strong Cash Generation
Strong cash generation supported by Q4-25 equity buyback at reasonable valuations with underlying businesses providing a stable outlook of growth in…
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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…
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Money Muscle
Bondada Engineering FY25 Results: PAT Up 149%, Targets ₹19,000 Cr Revenue by FY27
FY26 growth of 60%+ driven by Solar EPC, BESS execution, and product business scale-up. Premium valuations in the short term provide opportunity over…
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NCC FY25 Results: PAT up 15%, Order to Drive Future Growth
Guides 10% revenue growth in FY26 with margin expansion. ₹71,500 Cr order book ensures visibility. Valuations fair with upside opportunity as execution…
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Deep Industries FY25 Results: In Losses, Possibility of ₹ 1,000 Cr Revenue by FY27
Guides 30% revenue growth in FY26, 25% in FY27. Stable margins with potential for expansion, strong order book, & reasonable multiples create…
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Vilas Transcore FY25 Results: PAT Up 48%, Targets ₹ 1,000 Cr Revenue by FY27
Guides 60%+ revenue CAGR by FY27, led by capacity, improving product mix, exports, margin expansion, and potential valuation re-rating from current…
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Lloyds Metals & Energy FY25: PAT up 17%, Mining Clearance to Drive FY26 Results
Mining to 2X+ in FY26. Transforming from India’s largest iron ore mine to an integrated steel producer — with upside fully tied to executing without a…
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Rashi Peripherals FY25: PAT Up 48%, FY26 Growth Outlook Remains Strong
Guides for 15–20% growth, driven by core ICT distribution & with AI and embedded bets, yet trades at 8x P/E & 6.8x EV/EBITDA for FY26 —offering…
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Private Banks: Profit-First Growth, Margin Squeeze & Diverging Strategies in FY25
Loan growth shifted to secured retail and SME as MFI turned volatile. FY26 will test banks on deposit costs, credit quality, and digital execution…
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SG Mart FY25 Results: PAT up 70%, Eyes 4X PAT by FY27
Guides 2× EBITDA in FY26 & 4× by FY27—solar, service centers, and royalty model hold the key to the growth. Opportunity at 12× FY27 PE if guidance is…
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India Shelter Finance: PAT up 50%, Eyes 30-35% AUM Growth in FY26
Targets ₹30,000 Cr AUM at 4.5% ROA by FY30 with 25%+ PAT CAGR. At ~8× FY30 P/E, current valuation offers strong upside if high-ROA model and scale-up…
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Sectoral Insights

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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.
 • 
Money Muscle
2
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…
 • 
Money Muscle
Private Banks: Profit-First Growth, Margin Squeeze & Diverging Strategies in FY25
Loan growth shifted to secured retail and SME as MFI turned volatile. FY26 will test banks on deposit costs, credit quality, and digital execution…
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Money Muscle
1
Indian Real Estate FY25: Execution-Focused Developers to Lead Again in FY26
In FY25, India’s top real estate firms prioritized free cash flow, lean balance sheets, and premium launches. FY26 outlook looks even more disciplined.
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Money Muscle
Trump Tariffs: Impact & Opportunities in Indian Pharma
Indian pharma is exempt from Trump’s 2025 tariffs — for now. Specialty & biosimilar firms hold strong, but generics-heavy players face margin…
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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.
 • 
Money Muscle
1
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…
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3
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…
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Money Muscle
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…
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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…
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Notebook

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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 …
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Money Muscle
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…
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Money Muscle
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.
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Money Muscle
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…
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Stock Screeners for finding Money Making Ideas
Discover 5 powerful screeners to identify top-performing stocks that deliver strong, consistent growth with attractive valuations and promising…
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