Buy

We met Dilip Banthiya, CFO and Saket Somani, SVP - Finance & Strategy. Takeaways, Confident of reporting strong double-digit volume growth in P&A brands driven by expanding product offerings and widening distribution network.

We recommend a BUY rating on the stock with a target price of Rs 187/share, implying an upside of 10% from the CMP.

Transforming City Skylines

LTFH remains assertive on reduction in credit cost and improvement in Asset quality in the MFI space from H2FY26. The MFIN Guardrails 2.0 will help build quality portfolios in the long term, also has limited impact in the short term.

Stitching Scale with Strategic Diversification

navigate margin pressures in a competitive environment. The management also shared insights on domestic demand sustainability, the impact of reduction in MDF imports, and GREENP's roadmap to drive volume growth...

LT’s annual report of 2025 highlighted its consistent focus on diversifying revenue streams, exploring new opportunities and enhancing return profile.

Incorporated in 1985, Bansal Wire is the second largest manufacturer of steel wire in India and the largest stainless steel wire manufacturer.

In its analyst meet, Trent’s management provided insights about the company’s strategies and key focus areas, which will help the company to deliver strong double-digit growth in the coming years.

Powering India's Compute Backbone in the AI-Cloud Era