New Research Reports

Retail Research

With a 17% upside from the CMP, we maintain a BUY rating on the stock.

We maintain our BUY rating on the stock.

Asian markets are trading positively following Wall Street gains from last week after a U.S. job report showed that the unemployment rate fell, signalling resilience in the labour market. Nikkei is trading up by 1.61%, Hang Seng is trading high by 0.20%.

IPO NOTE

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Strong leadership hold across categories: LGEDIA is the market leader across multiple product categories - The company commands strong offline market shares, including ~29.9% in refrigerators, 33.5% in washing machines, 27.5% in panel TVs, 20.6% in inverter ACs, 51.4% in convection microwaves and 40.5% in water purifiers. In premium segments, LGEDIA enjoys a dominant position with ~43.2% share in side-by-side refrigerators, 36.9% in front-load washing machines, 27.2% in 5-star ACs and 62.9% in OLED TVs. Similarly, the company has strong presence in mass market i.e....

headquartered, cloud-native SaaS company providing end-to-end solutions for connected TV (CTV), Free ad-supported streaming TV (FAST) & streaming TV ecosystems. Founded in 2008, it enables content owners to distribute & monetise channels & advertisers to plan, execute & optimise CTV ad campaigns using AIdriven analytics. As of Sep'25, the company served 400+ content partners, ~350 distributors and ~75 advertisers across 40+ countries, with a strong footprint in...

The company has geographically diversified asset base with term loans outstanding across 23 states and 4 union territories across renewable segment. Q3FY26 performance: IREDA delivered strong Q3FY26 performance, sustaining AUM growth at ~28% YoY (4% QoQ) to 87,975 crore, driven by healthy sanctions and robust disbursements across solar, state utilities and ethanol segment. NII grew 39.7% YoY (6.4% QoQ) to 869 crore, supported by balance sheet expansion and improvement in interest spread to 2.63%, while NIM were up 41 bps at 3.74%, aided by a ~61 bps YoY decline in CoB to 7.07%. PAT increased 37.5% YoY to 585...

Titan reports strong revenue growth in Q3FY25 led by domestic jewellery segment: Titan reported strong consolidated revenue growth of 40% YoY in Q3FY26, led by a 41% YoY growth in the domestic jewellery segment driven by higher ASPs, while buyer growth remained flat despite elevated gold prices amid a strong wedding season. Gold coin sales doubled YoY, LFL growth across jewellery formats was in the low thirties, and plain gold grew in the late thirties, while CaratLane delivered 42% YoY growth. Watches grew 13% YoY, supported by 17% YoY growth in analog...