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Ajanta Pharma's growth story gets a semaglutide boost

New Delhi, Dec. 26 -- Ajanta Pharma Ltd announced an in-licensing agreement with Biocon this week to market semaglutide across 26 emerging markets, including Africa, West Asia, and Central Asia. The p... Read More


Kajaria Ceramics needs to grout the cracks after fraud disclosure

New Delhi, Dec. 24 -- Kajaria Ceramics' recent disclosure of fraud is a sentiment dampener as it raises corporate governance issues. During the rollout of a new vendor onboarding system, Kajaria found... Read More


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