Credibull - MEDIA COVERAGE

Batteries are the missing link in India's renewable rally, but risks remain

PRO Panorama Moneycontrol Pro Panorama | Putting a number to trust For this edition of Moneycontrol Pro Panorama: GST process reforms could reduce costs and improve capital efficiency, money market....

UK’s Chinese EV tariff plan is a double-edged sword for Tata Motors PV

Potential UK duties could give JLR a price edge over low-cost Chinese imports, but also expose its struggling China operations to potential backlash...

Nykaa's Q2 business update brings a fresh bout of optimism

Nykaa stock has gained 5% following the 4 October business update, bringing the 2026 return to 28% despite pessimistic sentiment in the broader market...

Can technology fix ICICI Lombard's underwriting equation?

ICICI Lombard is betting on technology to cut costs, accelerate growth and improve underwriting, but with its combined ratio above 100%, the digital push faces a crucial test of profitability....

Should MF tax norms take a leaf out of IRDAI's recent playbook?

PRO Panorama Moneycontrol Pro Panorama | Regulatory spotlight on hospitals For this edition of Moneycontrol Pro Panorama: India needs flexibility to achieve nuclear ambitions, weak rupee may force t...

Zydus hits 52-week high, can the optimism continue?

Zydus Lifesciences has gained 32% in 2026, helped by favourable US FDA inspections, resilient India growth and a strong pipeline, but US weakness and margin pressure remain key risks....

Can Coal India’s higher realizations sustain its stock recovery?

Coal India’s higher e-auction premiums and tighter coal inventories are supporting realizations, but rising production and falling e-auction volumes could test the recovery....

When an ETF’s price loses touch with reality, what should investors do?

PRO Panorama Moneycontrol Pro Panorama | A new era for portfolio managers For this edition of Moneycontrol Pro Panorama: Markets prepare for volatility amid shifting global conditions, private inves...

Can Tata Capital stay ahead of rising funding costs?

At a recent analyst meeting, Tata Capital expressed confidence that its AUM would grow 23-25%, supported by healthy demand in retail and SMEs, which together account for 85-87% of its portfolio and ar...

India's semiconductor boom: how to separate the wheat from the chaff

India's semiconductor sector has seen stock price declines of up to 71% in the last one year after the initial hype. Opportunities lie in assembly, testing and domestic manufacturing, but significant ...

Inflation is spreading, what does this mean for equities?

PRO Panorama Moneycontrol Pro Panorama | Distillate dilemma For September 21 edition of Moneycontrol Pro Panorama: Fed tightening threatens renewed market turbulence, Trump and Xi may levera......

Paytm’s UPI windfall faces a reality check from MDR sharing, competition

Effective 15 October, a 0.4% MDR will apply to eligible person-to-merchant (P2M) UPI transactions above Rs2,000, subject to a Rs300 cap, and concessional rates for specified sectors. But the eventual ...

Waaree Renewable’s data centre push raises the stakes

The group’s entry into AI-ready data centres leverages its expanding solar, storage, and grid infrastructure, but the move could test its capex and execution bandwidth....

Crude at $100/bbl and markets in a free fall -- Should investors head for the exits?

PRO Panorama Moneycontrol Pro Panorama | Distillate dilemma For September 21 edition of Moneycontrol Pro Panorama: Fed tightening threatens renewed market turbulence, Trump and Xi may levera......

Bandhan Bank’s credit-card bet: timely move or risky detour?

Bandhan Bank’s credit-card launch comes as retail lending and asset quality improve. But intense competition, acquisition costs and unsecured credit risk could test the bet....

Why Ola Electric’s Rs1,500 crore fundraise fails to enthuse investors

For Ola Electric, infusion of fresh capital alone has not been enough to restore confidence amid persistent market-share loss, leadership churn, and regulatory concerns....

India’s IPO party is in full swing. Just don’t mistake debut-day gains for a winning bet

August saw twenty companies raise over twenty-one thousand crore rupees. Listing-day returns have significantly increased from a discount to a premium. Investors should not treat initial public offeri...

Ather Energy’s stock has surged. Can Konarc keep it climbing?

Ather Energy’s rally reflects stronger growth, improving profitability and Konarc’s mass-market potential, but intense competition, margin pressure and high valuation make execution crucial....

PVR Inox’s Rs 300-crore buyback: on track for a comeback?

Improved operating margins and a debt-free balance sheet underpin PVR Inox's share buyback, but volatile footfalls and high alternative content costs pose near-term challenges....

A roadmap beyond 1% RoA is key to IndusInd Bank’s turnaround

A year into Rajiv Anand’s tenure, the bank has repaired its balance sheet and restored loan growth. Now it must lift RoE, navigate margin and asset-quality pressures, and rebuild the trust lost in its...

Bessent's 'Economic D-Day' against Iran: Why markets aren't flinching

US Treasury Secretary Scott Bessent has held back from sanctioning major Chinese banks or financial institutions facilitating the Iranian oil trade, opting instead for “quiet diplomacy”. (File image)...

Hindustan Zinc rises on commodity tailwinds, but for how long?

Hindustan Zinc’s zinc and silver tailwinds have strengthened its bull case, but rising valuations and a potential medium-term commodity surplus raise questions over how long the rally can last....

Vishal Mega Mart gets a 5-year vote of confidence

Gunender Kapur’s reappointment eases a key investor concern, but promoter stake sales, intensifying competition and a richer valuation could test the stock’s next leg of growth....

SEBI risks overregulating: The myth of redundancy in passive funds

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Voltas reported strong growth in June quarter, but failed to impress

Operating revenue, which rose 19%, was 9% below Nirmal Bang Institutional Equities’ estimates....

LG Electronics India: turnaround or just a low-base bounce?

A 26% Ebitda jump and stronger margins have revived optimism around LG Electronics India, but premiumization, mass-market gains and commodity costs will decide whether the recovery can hold....

Trump's generic drug tariffs create divide among pharma stocks

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Vi’s turnaround takes shape, but funding remains the key swing factor

Airtel and Jio’s cash flow support their capex plans, giving them far greater financial flexibility than Vodafone Idea to invest in network quality and customer acquisition....

SBI’s Q1 beat is strong, but can it trigger a rerating?

SBI’s Q1FY27 beat, improving margins and strong credit growth bolster its earnings outlook, but with the stock no longer deeply valued, sustained returns will be key to a rerating....

Can an FII tailwind lift private bank shares?

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Ather Energy's tapering losses put stock in fast lane, but is the rally justified?

Ather Energy's June quarter showcased faster revenue growth, sharply lower operating losses and robust retail demand. But rising competition, raw material costs and lofty valuations remain key watchpo...

Maruti Suzuki hit a speed bump in Q1, but a smoother road lies ahead

Slashing vendor settlement terms and high input costs squeezed June-quarter margins, but price hikes, easing capacity constraints, and robust SUV demand point toward a strong rebound....

Return of Indian IT: Relief rally or a structural rerating?

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Why Hindustan Zinc may find it tough to repeat blockbuster Q1

If commodity prices normalise faster than expected, earnings could moderate even if Hindustan Zinc's operations continue to perform well....

REITs, InvITs are taking off -- Should you climb aboard?

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Why IndusInd Banks Q1 turnaround needs more proof

IndusInd’s Q1 net profit came in at Rs.1,037 crore, against RS. 604 crore last year, aided by a return to sequential loan growth and improving asset quality....

ICICI beats HDFC on growth, margins in Q1. Is the lead sustainable?

ICICI Bank outperformed HDFC Bank on loan growth, margins and profitability in Q1, but HDFC's falling funding costs, maturing branches and easing governance concerns could narrow the gap....

Can India-UK trade deal redraw sectoral fate lines?

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Groww is outgrowing discount broking. Current valuations to punish execution missteps

Groww added 115,000 net active clients on the National Stock Exchange in Q1, up 4% sequentially, taking the total number of transacting users to 22 million....

DMart Q1: Speedbump or structural slowdown?

Avenue Supermarts, operating DMart, reports a Q1FY27 revenue rise of 15.1%, but competition from quick commerce firms affects growth. Mature store productivity declines while non-metro locations show ...

Indian Bank's winning formula: deliberately slower growth

The PSU lender is prioritizing profitability over aggressive lending, helping expand margins even as peers face pressure from lower interest rates....

As Trump sends crude on the boil again, what strategy should investors adopt?

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Phoenix Mills’ growth hinges on more than retail consumption

Phoenix Mills' stock rose 5% after retail consumption beat estimates for a third straight quarter, but rental income continues to lag because most contracts are fixed and high-growth categories carry ...

Nykaa's Q1 update paints a pretty picture for long-term growth

The Q1FY27 update reinforces a broader narrative that has been building over the past year: Nykaa is steadily evolving from a beauty e-commerce platform into an omnichannel fashion and beauty business...

AU Small Finance Bank's growth engine is intact, but questions remain

Whether the momentum in the lender's mainstay vehicle financing has sustained in Q1 amid rising crude oil and commodity costs and a fading GST 2.0 push has to be seen....

Indian IT's Upcoming Earnings: What does the writing on the wall say?

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom returns ...

Can WeWork India's managed-office bet pay off?

WeWork India's stock hit a post-listing high after management struck an upbeat tone on AI-driven demand from global capability centres, but its premium valuation versus peers rests on execution of an ...

Is HDFC Bank’s leadership reset the missing piece of the puzzle?

HDFC Bank's aggressive leadership changes aim to erase a steep governance discount that has caused the share price to plunge 20% this year despite improving financials....

Can Astral's demerger catalyze chemicals growth?

Astral's chemicals demerger sharpens business focus, but investors remain unconvinced. The key question is whether the spin-off can revive margins and justify the stock's rich valuation....

India caught in the AI crossfire -- What should investors do?

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

Can Info Edge find another Zomato?

With a remarkable track record in consumer technology, involving significant investments in AI and deep tech, Info Edge (India) presents a compelling narrative. But with emerging risks and uncertain c...

Why Amber Enterprises’ Oppo deal comes with caveats

Amber Enterprises is entering smartphone manufacturing through Oppo, betting on localization and scale. But weak margins, slowing customer volumes and fierce competition pose challenges....

Fuel price slide post-peace deal can create winners and losers

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

JSW Energy’s 300 MW acquisition shows a cheaper path to growth

The deal enhances thermal capacity to 6 GW and immediate earnings potential, despite slower growth in organic renewables. The acquisition aligns with JSW’s goal of expanding to 30 GW by 2030....

Vedanta's demerger is finally here, but where will investors find the most value?

Vedanta’s demerger has unlocked four new stocks, but while aluminium is drawing the spotlight, the overlooked residual Vedanta may offer the most compelling commodity exposure....

Oil price has slipped 20% off its peak -- Has the Iran risk really faded?

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

Investors are betting on Ola Electric's 'Hail Mary' pass

Ola Electric's share price has doubled from March lows, despite lingering concerns over market share loss and profitability. What gives?...

Fractal Analytics: an AI leader, or expensive IT bet?

While its proprietary AI products and sticky client base set it apart from traditional IT firms, a hefty 40x valuation and high client concentration leave little room for error....

Trade deal optimism, oil anxiety, and MSCI jitters – Where do we go from here?

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

Inox Wind's stumble may be setting the stage for a strategic transition

Weak earnings, muted order inflows and missed guidance hurt sentiment, but a shift toward equipment supply contracts and captive demand could support Inox Wind's turnaround....

Data centres are powering Cummins. Can growth justify the valuation?

Strong demand from hyperscalers and colocation operators is driving growth in Cummins India’s power-generation business, though a rich valuation and export headwinds could cap further upside....

India's ethanol dream: Energy security or an expensive detour?

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

View: Rupee crossing 100 may not be catastrophic, but can India convince the world about its growth story?

As the global economy wobbles, India's rupee approaches a significant dollar benchmark, influenced by surging oil import prices and substantial foreign capital exits. Even with a robust domestic econo...

Suzlon Energy gets the wind in its sails as deliveries improve

Suzlon Energy's Q4 report shows 45% revenue increase to RS. 5,500 crore and a robust order book of 5,892 MW. The company is transitioning to an integrated renewable energy platform, expecting increase...

Nykaa’s premium play boosts margins, but competition clouds outlook

Nykaa’s Q4FY26 results impressed with record margins, a profitable fashion business and strong own-brand growth, though rising competition and steep valuations remain concerns....

Rising bond yields are bad news for equities. What’s driving the market’s resilience?

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

Indraprastha Gas’ volumes rise, but can margins survive the squeeze?

IGL’s Q4 volumes rose 6%, aided by CNG and PNG growth. But higher gas costs and shrinking price advantage are squeezing margins, raising doubts over its RS. 7-8/scm Ebitda target....

Can Muthoot Finance shine more after a blockbuster FY26?

Unlike Manappuram Finance, which sacrificed margins to chase growth even as its non-gold portfolio dragged down asset quality, Muthoot focused on profitable growth driven by gold loans...

Austerity push’s impact on investors: Pain today, stability tomorrow

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

Why JLR remains elephant in the room for Tata Motors despite domestic momentum

Tata Motors’ India passenger vehicle business delivered robust FY26 growth led by SUVs and EVs, but mounting pressures at Jaguar Land Rover continue to overshadow the recovery story....

The US-Iran truce-linked relief rally comes with a fine print

PRO Panorama Moneycontrol Pro Panorama | Quota pause For this edition of Moneycontrol Pro Panorama: West Asia tensions could trigger more market volatility, India’s competition law ......

Mahindra's next challenge: maintaining its growth lead

Mahindra's capacity expansion plans, a deep SUV pipeline, and improving EV economics continue to support management’s confidence in delivering 15-20% earnings per share CAGR over the next five years d...

Why investors are cautious despite Ather’s revenue surge

While a massive revenue jump and narrowed losses signal operating leverage, rising cell costs and a steep valuation are keeping market enthusiasm in check....

How RBI's new rules for 2027 will change the banking playbook

PRO Panorama Moneycontrol Pro Panorama | India’s defence opportunity is getting bigger Sept 8 edition of Moneycontrol Pro Panorama: AI makes WhatsApp-based trading increasingly accessible, geopoliti...

Bajaj Finance crosses Rs.5 trillion AUM – Cleaner growth ahead?

Bajaj Finance continues to impress with over 20% growth in assets under management, crossing the Rs. 5-trillion mark. With a 22% rise in net profit and easing credit costs, investors are optimistic ab...

Sun Pharma acquires Organon: growth engine or debt trap?

For Sun Pharma, Organon acquisition strengthens its pivot toward global branded and specialty therapies. If integration falters, balance sheet could become story....

Bond investments in India -- democratised, but easily misunderstood

PRO Panorama Moneycontrol Pro Panorama | India’s defence opportunity is getting bigger Sept 8 edition of Moneycontrol Pro Panorama: AI makes WhatsApp-based trading increasingly accessible, geopoliti...

HCL Tech’s growth premium is vanishing. Can AI help win it back?

As a weak FY27 outlook triggers a sharp sell-off, the IT major is pivoting toward industrial-scale AI infrastructure to offset a slowdown in its traditional business. Will this bet pay off?...

ICICI Bank’s strong Q4 revives re-rating hopes despite cost pressures

Strong loan growth and sharply lower provisions boost profit, underpinning a re-rating case even as elevated opex and soft fee income weigh on operating leverage...

FII outflows continue, but are fears overdone?

PRO Panorama Moneycontrol Pro Panorama | India’s defence opportunity is getting bigger Sept 8 edition of Moneycontrol Pro Panorama: AI makes WhatsApp-based trading increasingly accessible, geopoliti...

ICICI Pru AMC outpaces industry growth in Q4, but headwinds are gathering

While the asset manager is outperforming its peers, rising regulatory hurdles and shifting market dynamics may prompt a pivot toward new growth levers....

Is Anand Rathi’s FY26 growth solely market-driven?

For Anand Rathi Wealth, sustained execution is already priced in. The key monitorable is whether operating leverage continues to offset market cyclicality....

The ceasefire boosted sentiment, not certainty. The road ahead for investors

PRO Panorama Moneycontrol Pro Panorama | India’s defence opportunity is getting bigger Sept 8 edition of Moneycontrol Pro Panorama: AI makes WhatsApp-based trading increasingly accessible, geopoliti...

NMDC’s rally may be about more than iron-ore price hikes

A fresh bump in ore prices has lifted the miner’s stock, yet record output, a 100-MT expansion plan and a pivot towards critical minerals may matter more for the longer-term rerating....

Maruti Suzuki’s sales surge hides an EV gap in its portfolio

PRO Panorama Moneycontrol Pro Panorama | India’s defence opportunity is getting bigger Sept 8 edition of Moneycontrol Pro Panorama: AI makes WhatsApp-based trading increasingly accessible, geopoliti...

Jubilant FoodWorks: Why a ‘minor’ exit signals a major turnaround play

Jubilant’s exit from Dunkin’ barely dents revenues, but it may signal something bigger. After a 40% stock correction and rising margin pressure, is this the start of a sharper strategic reset investor...

APL Apollo misses volume mark. Should investors worry?

While headwinds stemming from the West Asia conflict and input constraints dented near-term performance, structural drivers, including product mix improvements and capacity additions, remain firmly in...

HDFC Bank falls on governance rumours: an opportunity or a warning?

The HDFC Bank stock trades at a significant discount after a tough month. If this is a case of market overreaction, it is a clear signal to buy. Otherwise, the downside looks pretty steep....

How do excise cuts change India’s oil sector math?

While the cuts provide a critical buffer for fuel retailers, the real winners emerge in the upstream segment as producers escape the windfall tax net....

Why tax-loss harvesting in March is not always a no-brainer

PRO Panorama Moneycontrol Pro Panorama | A slippery slope reappears In this edition of Moneycontrol Pro Panorama: Iran war reshapes oil’s relative value globally, policy certainty and incentives c.....

RCB sale boosts United Spirits—now comes the hard part

A premium exit from a low-contribution asset strengthens return ratios, but with gains largely priced in, future upside hinges on premiumisation and regulatory tailwinds....

Can the Sterling demerger revive Thomas Cook’s fortunes?

While the demerger hopes to unlock value with a higher strategic focus, investors need tangible progress on the ground before sentiment can turn around....

While bourses look at when uncertainty prices itself into valuations, Trump plays blackjack Read more at: https://economictimes.indiatimes.com/opinion/et-commentary/while-bourses-look-at-when-uncertainty-prices-itself-into-valuations-trump-plays-blackjack/articleshow/129784586.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

Indian stock markets face pressure from escalating West Asian geopolitical tensions. Rising oil prices impact India's economy, affecting inflation and the rupee. While some sectors show resilience, ot...

ONGC needs more than higher crude oil prices

Regulatory caps on the price of natural gas produced at legacy fields, and the possibility of a fresh windfall tax, are leading investors to discount any supernormal profits for ONGC...

Markets fall further: Panic-driven selloff or start of a larger unwind?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Cement demand holds up, but can it offset rising cost pressures?

Investors weigh lower valuations against rising input costs and potential cement price hikes in FY27, as demand holds up in southern and eastern India....

Markets to rebound soon? What fundamental, technical signals say

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

AU SFB’s universal banking leap: Already priced in?

RBI’s relaxation of the NOFHC rule clears a key structural hurdle for AU Small Finance Bank’s transition to a universal bank, but the lender’s strong stock rally raises questions over whether the expe...

Three segments quietly winning amid war, oil shocks, and the market bloodbath

Markets are never one-dimensional. Even amid the bloodbath, a handful of stocks quietly marched higher. Learn more about these sectors...

How the Iran War is splitting India’s stock market into winners and losers

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Dabur’s bet on RAS Beauty offers growth potential with limited financial downside

Dabur India's recent Rs.60 crore investment in luxury skincare brand RAS Beauty marks a strategic shift towards digital-first D2C businesses. This could pave the way for growth and innovation in a com...

Oil marketing companies under pressure as peak earnings meet rising geopolitical tail risks

As volatile crude prices and the blockage of the Strait of Hormuz threaten to turn healthy marketing margins negative, Indian oil retailers face a critical test of their earnings resilience....

Are AI-fearing IT doomsayers jumping the gun?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Reports of SaaS’s death at the hands of AI have been greatly exaggerated

While markets panic over a potential 'AI apocalypse', a deeper look suggests that for India's IT giants, the threat actually conceals a massive opportunity....

How Waaree Energies may sidestep US duties

Even as Waaree’s new green businesses pave the way for robust growth, it is strategically integrating backwards to protect margins....

Fraud could hit IDFC First where it hurts the most

A Rs.590-crore alleged fraud at IDFC First Bank has rattled investors, raising questions over internal controls and governance even as the lender’s growth and profitability metrics remain strong....

Religare Enterprises: Can a demerger fix what poor governance had broken?

Even though the demerger promises the unlocking of shareholder value, Religare Enterprises investors were not impressed. REL has corrected by 9% since 14 February, bringing the stock close to its supp...

Regulator tightens the screws on insurance business – What should investors do?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Is Hindalco’s Q3 stumble a one-off hit or a sign the aluminium cycle is cooling?

While operational setbacks at Novelis dented the bottom line, a broader industry downgrade suggests the aluminium rally may have already run its course....

Marico’s shopping spree powers growth, but also raises the stakes

While acquisitions pave the way for Marico's growth in foods and premium personal care, execution will be key...

Textile stocks have soared, but is Bangladesh about to steal the show?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Can the proposed PFC-REC merger revive their stocks?

Despite their improved asset quality and undeniable industry tailwinds—such as the government’s push for data centres, logistics and maritime—uncertainty looms over the potential merger....

Lenskart goes from promise to proof with solid Q3, sustaining growth in focus now

The total addressable market for organised companies in the eyewear space is massive, but earnings upgrades for Lenskart will hinge critically on sustaining growth and margins....

SBI’s robust Q3 numbers mask non-core profit boost

Profit after tax rose 24.5% year-on-year to Rs.21,030 crore in Q3, but a meaningful chunk of this was from a special dividend of Rs.2,200 crore from SBI Mutual Fund, and Rs.770 crore of interest on in...

Three stocks turning around just as the market mood improves

Here are three businesses where profitability has returned in Q3FY26 through genuine operating leverage and cost discipline, not accounting creativity....

The fine print in BFSI stocks’ recovery

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Budget 2026: Auto sector left wanting

The hope from the Union Budget 2026-27 was for a clear policy nudge, if not a shove, towards EVs, hybrids, and the broader automobile ecosystem....

What's priced in, and what could move markets, post Budget 2026?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

India-EU FTA: Tailwind or trouble for India’s auto sector?

The India-EU free trade agreement is set to reshape India’s automobile industry, with far-reaching implications for exports, domestic competition and long-term growth....

Axis Bank Q3 profit beat has investors cheering. Margin recovery next test

Strong profit, deposit growth, and operational efficiency helped Axis Bank deliver strong profit for Q3, buoying investor sentiment. But, in a concern, net interest margin has remained under pressure....

Margin dims Kotak Mahindra Bank's Q3 halo

But there is room for margin expansion ahead....

Q3 FY26 scorecard so far – Opportunity or value trap?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Will rare-earth pivot extend Nalco’s rally, or end it?

In FY26 so far, Nalco has more than doubled investor wealth, massively outperforming both the sector and the broad market index. Will the REE-pivot take Nalco to the next level or break its winning st...

Why AU Small Finance Bank's profit surge isn't just about growth

Lower provisions, improved asset quality, and a rebound in unsecured lending drove AU Small Finance Bank’s Q3 profit growth. But rising operating costs and a competitive deposit market could cap upsid...

HDFC vs ICICI: Who really won in Q3?

Nuvama Institutional Equities has a ‘buy’ rating on both HDFC Bank and ICICI Bank stocks, but it has cut ICICI’s target price and kept that for HDFC unchanged...

Voltas and Blue Star – Left out in the cold?

PRO Weekender Moneycontrol Pro Weekender | Can Trump walk away from the Iran war? While global markets hope for de-escalation, the strategic stakes in the Middle East make a quick exit difficult. He...

China plans to stop subsidizing solar exports. Which Indian firms stand to benefit?

China announced on 9 January that its rebates on photovoltaic products would be removed, and those on batteries would be cut from 9% to 6% starting 1 April 2026 before being phased out entirely by ear...

HDFC Life Insurance sees steady Q3. But is the margin pain over?

For HDFC Life shares, regulatory headwinds-led volatility has weighed on investor sentiment, mainly stoking fears of margin compression...

Tech Mahindra turns around ahead of target?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

NHPC’s bond push lifts stock, but debt and execution risks linger

The hydropower major’s Rs.2,000-crore bond issue has buoyed investor sentiment, even as high leverage, weather-linked disruptions and project delays keep risks in focus....

Warren Buffett retires, his lessons don’t–What would he buy in India today?

Warren Buffett's timeless investing principles still offer a powerful lens for spotting Indian companies with strong fundamentals, durable moats, and valuations shaped by short-term pessimism rather t...

After a trying 2025, investors need a sound strategy for 2026

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Adani’s cement giant in the making – who wins and who loses?

Adani’s cement roadmap: The Ambuja-ACC-Orient merger aims for a significant synergy boost to challenge UltraTech’s market leadership. Will it improve long-term efficiencies?...

Suzlon, Inox: Waiting for the wind to turn

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

PNB Housing bounces back after CEO shock—growth and asset quality in focus

After an 18% stock drop following the sudden CEO exit, PNB Housing has regained investor confidence with stronger asset quality and steady growth, but rising risks in the affordable housing segment co...

Zen Technologies: When the theme is hot, but the numbers are not

Zen Technologies sits at the intersection of India’s defence and drone boom, but shrinking order books, slowing execution and stretched working capital raise questions about near-term earnings momentu...

Breakout, breakdown, repeat: Why is the market not moving?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Nvidia tie-up gives Netweb a unique advantage, but it isn't immune to risks

As Nvidia’s sole OEM partner in India, Netweb gets access to its latest products 12-24 months before the rest of the industry. But rising competition and other risks could hit growth and margins....

The IPO window is wide open, but who is really winning?

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Kaynes Technology: Hidden red flag or misunderstood giant?

The Kaynes Technology stock has corrected nearly 50% from its October peak. Is this an opportunity?...

Indus Towers stock: Recovery story or value trap?

Vodafone Idea’s potentially improving prospects bode well for Indus. But capex-driven strain on cash flows along with a falling tenancy ratio and persistently negative energy margins pose hurdles....

Taking stock – Growth up, prices down, RBI policy on edge

PRO Panorama Moneycontrol Pro Panorama | Can you trust AI with your wallet? In this edition of Moneycontrol Pro Panorama: AI debt is fuelling a massive and risky investment boom, India needs faster ...

Whirlpool’s promoters are walking away; should investors follow?

Whirlpool Corp.’s ongoing stake sale has spooked investors as competition intensifies and margins weaken. Can brand strength, cash reserves and premiumization steady the story?...

Muthoot’s nearly 100% returns impress, but rich valuation steals the bling

Soaring gold prices have propelled Muthoot Finance’s gold-loan profits and stock to record highs, but high valuations and rising competition could limit upside for investors....

TCS' tightrope walk: Balancing data centre dreams and brewing lawsuits

Amid the mellowed IT spending, and with competition from GCCs and the ever-growing AI threat making matters worse, TCS’ plan to capture a piece of the AI infrastructure puzzle, seems promising on pape...

India's Rs 7,280 crore rare earth push -- Should investors join the race?

PRO Panorama Moneycontrol Pro Panorama | IT stocks and the swinging AI narratives In this edition of Moneycontrol Pro Panorama: AI threat may be overstated but not imminent, strong demand pushes spo...

US trade deal hope lifts Avanti Feeds, but it needs a wider export net

Avanti Feeds is diversifying into new export markets and exploring other segments, but higher raw material costs could erode margins...

Groww vs Pine Labs – Two fintech IPOs with diverging post-listing fortunes

PRO Panorama Moneycontrol Pro Panorama | IT stocks and the swinging AI narratives In this edition of Moneycontrol Pro Panorama: AI threat may be overstated but not imminent, strong demand pushes spo...

These Indian firms doubled profits in Q2. But is the story as good as it looks?

Three companies have posted blockbuster profit growth in Q2, but execution risks, sector volatility and valuation pressures raise questions about whether the momentum—and the market’s optimism—can las...

Hero Moto’s Q2 comeback puts it back in the race

Hero MotoCorp’s better-than-expected Q2 results, rural tailwinds and new launches have triggered earnings upgrades and a stock rally. But EV competition, regulatory shifts and softer demand cues cloud...

Burger King is expanding; why is the stock still down 40%?

Burger King is opening stores at full throttle — yet the stock is stuck in a deep freeze. What’s holding back a fiery rally?...

Thematic schemes are booming, performance is not

PRO Panorama Moneycontrol Pro Panorama | IT stocks and the swinging AI narratives In this edition of Moneycontrol Pro Panorama: AI threat may be overstated but not imminent, strong demand pushes spo...

Ashok Leyland’s Q2 surprise puts the stock in top gear

Strong exports, improving margins and market-share gains helped Ashok Leyland deliver a better-than-expected Q2, lifting the stock to a 52-week high. But e-bus risks and rail competition still loom....

The Asean mirror: Why India is rethinking its trade strategy

India's trade journey with ASEAN highlights lessons learned from the Aitiga agreement, revealing a trade asymmetry that favored imports. Recent negotiations with the UK and EU demonstrate a shift towa...

Nvidia's $5 trillion m-cap milestone puts AI stock market hype to the test

PRO Panorama Moneycontrol Pro Panorama | IT stocks and the swinging AI narratives In this edition of Moneycontrol Pro Panorama: AI threat may be overstated but not imminent, strong demand pushes spo...

The IPO boom is back, what could go wrong?

PRO Panorama Moneycontrol Pro Panorama | Chasing dollars, catching pain For this edition of Moneycontrol Pro Panorama: SEBI considers settlement price reforms after CAS volatility, IPO boom retu...

Maruti bets on small-car boom after GST 2.0. But will it sustain?

From 22 September to 31 October, Maruti’s bookings reached 500,000 units versus 350,000 units in last year’s season, driven by a doubling of small car bookings...

Media Coverage