Krishna Kant

Non-Nifty 50 firms' profit engine fires up, eclipses index giants in Q2

Mid and small-cap companies delivered their fastest earnings growth in seven quarters, lifting their share of India Inc's profits even as Nifty 50 firms saw a slowdown

Private banks may lose ground again in FY26 as credit growth lags

Analysts attribute the relative slowdown among private-sector banks partly to specific events, notably the merger between HDFC Bank and HDFC

Q2 scorecard: Nifty 50 companies' profit growth at 12-quarter low

Their sales uptick least in 17 quarters

Commodities spur India Inc's Sep qtr showing; other key sectors struggle

Other key sectors such as IT Services, FMCG, Banking and Power however continue to struggle with low single digit growth in revenues and earnings

TCS loses valuation premium to Infosys, HCLTech after 14 years on top

TCS loses its premium edge as slower profit growth and margin pressure pull its P/E below rivals for the first time since 2011

Increasing gap: Indian equity market valuation discount to US widens

Nifty 50 trading at 20% discount, highest in 17 years

From Marico to TCS: Here are 10 defensive stock that may bounce back

The Great Defensive Slump: 2025 turned FMCG, IT, and pharma into market laggards. Yet with earnings stable and valuations cooling, their next move could surprise

BS BFSI Insight Summit: Broking industry sees high growth on digital push

After two years of record highs, brokerages see the slowdown as a reset for sustainable growth - driven by rising incomes, digital depth, and maturing investors

Insurance sector is currently at unstable equilibrium: Irdai chief

Regulators set the agenda as insurance, pensions, digital currency, cyber risk, and crypto policy took centre stage on the penultimate day of the leading summit

BFSI weight in Nifty 50 rebounds to 3-year high amid sector rotation

Market analysts attribute the BFSI sector's outperformance, particularly among banks, to technical factors such as sector rotation by institutional investors, rather than superior financial results

From Bharti Airtel to ICICI Bank: 10 cracker stocks for Samvat 2082

Brokerages expect modest market gains as earnings stay weak, but Diwali stock picks point to brighter prospects for select consumer, lending, and capital goods firms

Q2 early-bird results show an uptick in corporate revenue, earnings growth

Recovery in revenue and profit growth led by companies in cyclical sectors

All-round growth propels RIL earnings by 9.7%, sales jump 10% in Q2

Reliance benefited from benign raw material and crude oil prices

Cement maker ACC equity value sees sharp fall after Adani acquisition

ACC and Ambuja Cements were acquired by Adani group in September 2022 from LafargeHolcim Group.

Windfall for major listed group companies if Tata Sons goes public

Seven listed Tata companies together own 12.1 per cent in Tata Sons with a combined book value worth around ~30,700 crore

Q2 earnings season may be a muted affair for India Inc amid weak demand

Banks are expected to be the biggest laggards during the quarter with most of them expected to report year-on-year decline in net profit and flat to negative growth in net interest income

Equity investors shift focus from export sectors amid US trade hurdles

Weighting of domestic demand-driven sectors surges; 'sunrise' stocks leap ahead

Beaten-down stocks Part 7: Bajaj Housing Finance dip may be investors' gain

The stock is down 28.6% since September last year, with its price to book value more than halving over the period after a stellar IPO and listing

Beaten-down stocks Part 8: Analysts see upside in Tata Elxsi from here

Strong client relationships, differentiated capabilities, and presence across verticals make Tata Elxsi well placed for sustained growth

Beaten-down stocks Part 9: REC at current levels may reward patience

Analysts remain positive, citing a steady decline in bad loans and an uptick in new loan sanctions as key drivers of future growth