Jaguar Land Rover (JLR), at its investor day, laid out its product launch pipeline and market strategy for driving growth in the near term.

*over or under performance to benchmark index Mankind Pharma is a multinational pharmaceutical and healthcare product company, headquartered in Delhi. It manufactures products in therapeutic areas ranging from...

Prudent Corporate Advisory Services (Prudent) has progressed well in terms of AUM growth, aided by MTM, traction in SIPs, and growth in MFDs.

EKL is well placed on the back of new tractor launches across its brands and a paddyspecial tractor for the southern markets. The CE segment has turned around in Q4 and should benefit from the government's infrastructure push. With a healthy balance sheet and the planned new manufacturing facility, the long-term growth runway remains intact. Margins could be tested by commodity inflation and rising manpower costs, partly cushioned by price hikes. With FY26 setting a record base, near-term volume growth could...

backlog and expanding global presence. Its manufacturing facilities in the USA and South Africa strengthen its ability to capitalize on international opportunities. While evolving geopolitical conditions may create near-term execution challenges, the long-term outlook...

Since our last recommendation, the stock has witnessed a significant re-rating. While the 3.63x Orderbook/TTM Sales ratio appears robust, it remains disproportionately skewed towards HVDC projects, whereas base business order accretion has remained subdued. The topline for the company is expected to compound at 40% CAGR and earnings are expected to expand at 22% CAGR. However, at prevailing valuation multiples, much of the structural tailwinds are already discounted in the price, and Hitachi trades at a steep premium relative to sectoral peers. That said, the company remains a critical solutions provider...

Domestic demand appears to have slowed down in the first couple of months of FY27, with the Bajaj Auto (BJAUT) management expecting the industry to post 7-9% growth in the near term.

Berger Paints delivered a healthy quarterly performance, supported by strong volume growth across the decorative, automotive and selected industrial segments. Premium products, wider retail reach and continued momentum in waterproofing and construction chemicals strengthened the business mix. Margin performance also improved meaningfully due to a better product mix, operating leverage and lower input costs during the quarter. However, the near-term outlook is becoming more balanced since raw material costs have started rising again, prompting price increases that may affect demand momentum after some advance channel stocking....

Happiest Minds Technologies Ltd provides digital transformation and technology services to the automotive, banking, financial services and insurance (BFSI), consumer packaged goods, e-commerce, edtech, engineering research and development, hitech, manufacturing, retail, and travel, transportation and hospitality sectors. The company's consolidated revenue rose 10.9% YoY in Q4FY26 to Rs. 604cr, supported by steady demand across its business segments, with a further...

Nippon AMC delivered a strong performance in Q4FY26, with its diversified product *over or under performance to benchmark index platform reflecting deeper engagement. The management said there was steady traction across equity offerings and an increase in investor participation in passive products, ETFs and international strategies, highlighting a gradual broadening of investment preferences. The platform continues to benefit from its wide distribution network and growing digital interface, enabling consistent client onboarding and engagement, which is expected to support business resilience and sustain the...

Order inflows remained healthy at 7,210cr in FY26 (excluding MDO), underpinned by strong wins across EPC, O&M, and renewable businesses. However, the figure came in below management guidance due to the cancellation of a BESS project. The overall...

In Q4FY26, the company's consolidated revenue rose 4.7% YoY to Rs. 6,855cr. Net sales, excluding excise duty, increased 3.7% YoY to Rs. 3,054cr, driven by resilient premium portfolio growth, a favourable price/mix and broad-based strength outside...

Outlook remains positive, supported by multiple growth drivers across its innovation, specialty, and US generics businesses. Continued scaling of Ryaltris, commercialization of new respiratory products in the US, and the restart of injectable operations are expected to support earnings growth over the next few years.

We recently met the management of Premier Energies to discuss the global solar manufacturing landscape, competitive dynamics, data center-led demand tailwinds, international expansion strategy, capital expenditure plans, and opportunities in battery energy storage systems (BESS). The management highlighted global solar demand potential stood at ~500GW in 2025, while Chinese manufacturing capacity remains at ~2x global demand, resulting in continued rationalization pressures across the solar value chain. India remains strategically well positioned in the global solar ecosystem, although dependence on China for ingots and wafers continues. PREMIERE...

In 4QFY26, revenue for Aegis Logistics (AEGISLOG) came in 39% above our expectations at INR25.9b, while EBITDA came in 49% above our estimate at INR6.2b. EBITDA margin stood at 22.4% (4QFY25 margins: 24%).

Ownership model to form 30-40% of fleet mix by FY30E We attended INDIGO IN's analyst meet wherein the management highlighted plans to 1) reach ASKM of 300bn, 2) increase the share of owned and finance-leased aircraft to 30-40% of fleet mix, and 3) increase international ASKM share to 40% by FY30E. In addition, given excessive FX volatility witnessed in recent times, INDIGO IN aims to expand the hedge cover to 33% of net BS exposure by FY27E/FY28E. Despite a modest capacity addition growth guidance of single digit for FY27E, the long-term target to reach ASKM of 300bn by FY30E (15% CAGR over FY26-30E) is encouraging. We...

*over or under performance to benchmark index JLF continues to demonstrate strong brand strength, healthy delivery traction, in its medium-term growth path. Management also remains focused on customer value, cost control, supply-chain efficiency, and improving execution across newer brands, which should aid business quality over time. However, the latest quarter suggests that demand in the dine-in and takeaway segments remains softer than expected, while the competitive environment has required sharper value actions that could delay margin recovery. At the same time, near-term pressure from employee...

Supriya Lifescience is evolving from a niche anesthetic API player into a diversified specialty API company with multiple growth engines.

Khazanchi Jewellers has delivered a margin-led step-up in Q4FY26 and FY26, with PAT nearly doubling on mid-teens topline growth in FY26, underpinned by mix improvement, tighter cost control and an emerging B2C engine, even as Q4 saw a revenue decline on a high base and softer gold demand.

Consumer platform: Cross-sell opportunity still largely untapped