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Natco Pharma's cyclical business model, low revenue visibility are bitter pills to swallow

New Delhi, Dec. 3 -- Shares of Natco Pharma Ltd have dropped 38% from the 52-week high of Rs.1,505 (December 2024), as the Street grows cautious about its high-risk, high-reward business model. Natco... Read More


IndusInd Bank's turnaround may still be a distant dream

New Delhi, Nov. 21 -- Private-sector lender IndusInd Bank Ltd is going through a rough phase. In this calendar year so far, the stock is down 14%, massively lagging the Nifty Bank index, which is up a... Read More


Thermax sees a kitchen sink quarter, is it now ready for a turnaround?

New Delhi, Nov. 14 -- It's raining earnings downgrades for Thermax Ltd, an engineering and environment solutions company, after a dismal September quarter (Q2FY26). Revenue fell 5% year-on-year to Rs... Read More


MSME stress, higher credit cost put Bajaj Finance's valuation to the test

New Delhi, Nov. 11 -- Bajaj Finance Ltd stock tanked 8% on Tuesday despite clocking healthy growth in assets under management (AUM) in the September quarter (Q2FY26). Elevated credit cost has been its... Read More


Bharat Electronics is soaring. Can its earnings keep up with the valuation?

New Delhi, Nov. 4 -- Investors in Bharat Electronics Ltd (BEL) stock are a happy lot. The shares are up about 40% so far in 2025. Strong September-quarter (Q2FY26) results and healthy near-term prospe... Read More


Havells India's muted Q2 leaves investors sweating amid earnings downgrades

New Delhi, Oct. 24 -- Havells India Ltd investors had to contend with a modest earnings performance in the September quarter (Q2FY26). Continued weakness in demand for summer products and other consum... Read More


PVR Inox Q2 looks strong. But H2 content is the key to a successful FY26.

New Delhi, Oct. 8 -- The stock of PVR Inox Ltd has rallied by around 24% in the last six months, signalling a potential comeback for the multiplex chain operator after a dismal FY25. Business momentum... Read More


Hotel stocks are on a tear. Still, think twice before joining the party.

New Delhi, Sept. 24 -- India's hotel industry has been having its moment in the sun. Revenues of hotel companies are rising, margins are near all-time highs, and stock prices have been on a dream run.... Read More