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ICICI Lombard Q1 FY26 Results: PAT up 29%, Muted Start to FY26
Strong profits on stable investments; retail health shines, but growth lags and CoR >100% signal underwriting pressure. Premium valuation with no margin…
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Money Muscle
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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.
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Money Muscle
Bank of Maharashtra Q1 FY26 Results: PAT up 23%, FY26 Guidance on Track
Solid start to FY26 with ROA and NIM above guidance. Deposit & advance growth trails run-rate, but strong execution leaves room for re-rating if targets…
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Money Muscle
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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Money Muscle
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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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Money Muscle
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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
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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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Money Muscle
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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Money Muscle
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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Money Muscle
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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Money Muscle
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