Ram Prasad Sahu

The Chinese finance ministry has recently announced the removal of value-added tax (VAT) export rebates on suspension PVC (SPVC), which will be effective from April this year

Competitive pressure in quick commerce to intensify in 2026

The company reported a 17 per cent year-on-year (Y-o-Y) growth in sales for the quarter, which was below Street estimates

Intensifying competition and slower new-store openings are squeezing India's retail heavyweight

December quarter results for the sector are expected to be in similar lines to the September (Q2) quarter

Samvardhana Motherson stock is up 17 per cent from November lows as brokerages point to the AutoElectric acquisition talks, rising content per vehicle and an $87 billion order book

But global uncertainties triggered by US tariffs and geopolitical tensions may put the brakes on, say brokerages

Railway stocks surged after the Indian Railways implemented a revised passenger fare structure which marks the second fare hike in the 2025-26 financial year

Some stocks that rallied last year have been among the biggest laggards of 2025, while many underperformers have emerged as winners

Royal Enfield's growth was primarily driven by the strong demand for Bullet 350 which saw a volume gain of 59 per cent Y-o-Y on a YTD basis

In the September quarter, the company's gross margins shrunk 104 basis points year-on-year to 42.8 per cent on account of an adverse product mix and inter-state transfer

Emkay Research points out that GST cuts have boosted consumer sentiment, and growth benefits are likely to be visible going ahead

Strong consumption growth, improving occupancies and a healthy pipeline of new assets are supporting Phoenix Mills' stock, prompting brokerages to upgrade earnings estimates

Lower capex, customer upgradation among the major drivers for the stock

Based on global chemical firms' outlook, analysts expect SRF to continue to benefit from strong volume-led recovery in agrochem globally, resilient R32 demand & modest demand growth outlook

Mutual funds redirect record inflows to fuel IPO boom, hitting 25-year high in new listings while selling bank and pharma stocks

Operational disruptions, higher pilot costs and softer yields hit sentiment

Brokerages say Biocon's move to fully acquire Biocon Biologics simplifies structure and unlocks value, but near-term stock pressure likely due to dilution and fundraising

$1.59 billion in contracts fires revenue boosters; margin gains provide sustained lift

Building materials companies logged mid single-digit Q2FY26 growth amid monsoon disruption, weak retail demand. Brokerages remain split on an H2 rebound as pricing, PVC and competition stay in focus