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: Artemis Medicare Services Ltd (Artemis) is a healthcare venture launched by the promoters of the Apollo Tyres Group. It operates a 700-bed super speciality hospital in Gurugram (Delhi-NCR), a 300 bed multi-specialty hospital in...

Clear vision of growth with moat in place. : Lenskart Solutions Ltd. (Lenskart) is a leading D2C eyewear player in India and with presence across select international markets. It sells wide range of prescriptive eyewear, sunglasses and contact glasses. India business forms...

We reiterate our BUY rating on LG Electronics India Ltd. with a Target Price of Rs 1,965/share, based on 47x FY28E EPS, implying an attractive 19% upside potential from the CMP.

Nexus Select Trust (NXST) has entered into an agreement to acquire a 100% stake in the under-construction Galaxy Complex, Guwahati, for Rs 16 bn. The asset comprises a 0.5msf retail mall and a 164-key Hyatt Regency Hotel.

Riding premium consumer tech & AI cloud infrastructure - Redington is one of the world's Top 10 technology distributors (#8 as of June 2026), with a strong leadership position in emerging countries across India, the Middle East and Africa (MEA) with a presence across 40+ markets. Its portfolio spans mobility, consumer electronics, enterprise infrastructure,...

Cholamandalam’s (CIFC) core vehicle-finance franchise continues to provide scale, but the next phase of growth is increasingly being supported by mortgage, consumer finance, MSME and gold loans.

We attended the analyst meet hosted by the management team of HDFC AMC on 8th Sep’26. Discussions were focused on the structural growth opportunity in mutual funds and the company’s multiple levers to sustain growth.

We initiate coverage on Knowledge Realty Trust (KRT) with a BUY rating and a TP of INR 130, valuing the company at 1x FY27E NAV of INR 130/unit. KRT owns and manages a high-quality office portfolio in India.

Jain Resource Recycling Ltd. (JRRL) has carved out a niche as a multi-metal (lead/copper/aluminium) recycling platform. But, the company stands at a precipice in its growth journey.

All-India major port volumes increased 8.9% YoY in July’26 and 6.8% in FY27’YTD, led by strong POL (+10%) and coal (+17%) growth, while container volumes remained flat YoY.

V2 Retail is a pure-play, offline-first value fashion retailer focused on India’s tier-2/3 markets, catering to aspirational yet price-sensitive households.

Volume-led growth, with 80% incremental growth from core consumption and premiumisation

~US$35bn is outsourced today. With the outsourced market growing at ~12% CAGR, healthcare providers are increasingly outsourcing non-core workflows amid physician shortages, rising regulatory complexity and mounting reimbursement pressure. At ~US$380mn FY26 revenue, IKS has only ~1% share of the outsourced market, leaving a long runway for share gains. Its 450+ large enterprise customers,...

We maintain our BUY recommendation on the stock with an unchanged target price of Rs 1,840/share, implying an upside potential of 14% from the CMP.

We Initiate Coverage on Pricol Ltd. with a BUY recommendation and a target price of Rs 935/share, implying ~22% upside from the CMP.

Post-COVID, global audiences have become more demanding with regard to the experiential aspect of what they watch in theatres. The proportion of visual effects in movie budgets has increased from 5-20% to 20-40% in tentpole productions (in India and globally).

Amagi is a tech enabler for the M&E industry – an industry that lagged the tech adoption curve and is now waking up to that reality. As traditional broadcast media globally struggles with moderating top-line growth, management’s focus is shifting toward bottom-line optimisation.

In litigation ongoing since 2018, the Delhi High Court on 31st Aug’26, accepted Daiichi’s demand for a forensic audit. S Ramanand Aiyar & Co will conduct the audit and examine all Fortis share and fund movements since 24 May’16, including the scrutiny of INR 46.66bn transferred to RHT (Religare Health Trust) and the Fortis-IHH-RHT Health transaction chain.

We recently visited OneSource’s drug-device combination (DDC) manufacturing plant in Bangalore. OneSource is the only CDMO with generic semaglutide approvals across the G7 nations.