Better-than-expected Q2 earnings and attractive valuations boost IT stocks, even as AI headwinds and US labour curbs remain concerns
Nifty 50 earnings seen rising 24.7% in Q2, best growth in 12 quarters
Lenders report strong credit and deposit growth aided by FCNR(B) inflows, though analysts flag concerns over CASA momentum
Low inventories, stronger seasonal demand and firm prices could support steel makers, though raw material costs and domestic supply-demand trends remain key monitorables
Low-P/E IPOs delivered strong post-listing gains, while expensive issues saw returns front-loaded at listing
Just about 38% of BSE 500 stocks have delivered positive returns in the past year
Meesho's asset-light value-commerce model, Valmo logistics network and growth potential are strengths, but rising competition and premium valuations pose risks
Voltas prioritises market share and absolute profit as high input costs weigh on margins, while betting on data centres and backward integration for growth
GAIL's strong Q1 performance, improving gas transmission volumes and petrochemical recovery point to a robust earnings outlook, while the proposed GAIL Gas listing could unlock additional value
Five of the six companies ended above their issue prices, led by Karamtara Engineering, as a record number of mainboard firms listed on the stock exchanges in a day
The $1.35 billion all-cash acquisition will expand Solar Industries' global explosives footprint, strengthen supply chains and add exposure to new international markets
Paytm parent One97 Communications hit a post-listing record high of ₹1,807.5, while Granules India promoter Krishna Prasad Chigurupati offloaded a 6.95% stake for ₹1,501 crore in block deals
HDFC AMC is betting on wider distribution, new products and alternative investments to drive AUM growth, even as higher costs and margin pressure weigh on performance
Key selling shareholders have reduced the offer to 126.4 million shares from 148.9 million earlier; IPO is now expected to garner up to Rs 23,000 crore
Rising competition in wires and cables, higher copper and aluminium prices and elevated advertising spending are expected to weigh on Havells India's margins
Four IPOs, including Rentomojo and Karamtara Engineering, will open on September 9, while ESDS Software surged 109% on debut and Apana Logistics prepares its SME issue
UltraTech's Ultravolt enters a growing wires and cables market with significant capacity, as investors track demand, pricing, margins and competitive intensity
Strong power demand, higher e-auction premiums and the proposed Mahanadi Coalfields IPO offer earnings and value-unlocking triggers despite modest Q1 results
Brokerages have a mixed outlook on the stock, with leadership transition a concern, while growth opportunities and reasonable valuations offer support
Regulator imposes penalties totalling ₹1.05 crore over alleged lapses in the ₹44.87 crore SME IPO, including misleading disclosures and concealment of material facts