 "Kumar Gaurav")
Kumar Gaurav
Kumar Gaurav
Kumar Gaurav is a business journalist driven by a profound passion for the economy, culture, and human rights. He covers market movements, IPOs, regulatory updates, and major developments in equity markets. Having earned a Master's degree in Journalism from the University of Delhi's Delhi School of Journalism, Kumar previously worked with ET Now and Financial Express, focusing on primary and secondary markets. His dedication lies in uncovering the connections between the markets and the human experience, offering a nuanced perspective on the world of business.
Kumar Gaurav is a business journalist driven by a profound passion for the economy, culture, and human rights. He covers market movements, IPOs, regulatory updates, and major developments in equity markets. Having earned a Master's degree in Journalism from the University of Delhi's Delhi School of Journalism, Kumar previously worked with ET Now and Financial Express, focusing on primary and secondary markets. His dedication lies in uncovering the connections between the markets and the human experience, offering a nuanced perspective on the world of business.
Page 4 - Kumar Gaurav
Stocks to Watch today: Vedanta, Vodafone Idea, Infosys, LIC, Marico, RVNL
Stocks to Watch today, January 28, 2026: Vodafone Idea, Infosys, Vedanta, Marico, RVNL, Vishal Mega Mart, ONGC, Titagarh Rail, and Caplin Point Labs are among the top stocks to watch today
 "Stocks to Watch today: Vedanta, Vodafone Idea, Infosys, LIC, Marico, RVNL")
UltraTech Cement rises 4% post strong Q3 show; is there more upside ahead?
Analysts expect margins and Ebitda to improve over the medium to long term, supported by favourable demand conditions and the company's ability to fund expansion largely through internal accruals
 "UltraTech Cement rises 4% post strong Q3 show; is there more upside ahead?")
L&T Q3 preview: Analysts eye up to 35% jump in profit; check key factors
Key monitorables during L&T's earnings, analysts said, include a ramp-up in domestic ordering, conversion of prospect pipeline, private sector ordering, margin performance, and working capital cycle
 "L&T Q3 preview: Analysts eye up to 35% jump in profit; check key factors")
Morbi volatility weighs, but brokerages see long-term upside in Gujarat Gas
Morbi volatility weighs on near-term volumes, but analysts flag LNG prices, CNG expansion and GSPC restructuring as key long-term drivers
 "Morbi volatility weighs, but brokerages see long-term upside in Gujarat Gas")
88% of crypto investors know tax rules, 63% call them unfair: CoinSwitch
The survey, conducted ahead of the 2026 Union Budget, gathered insights from close to 5,000 respondents, highlighting widespread discontent over the current taxation framework
 "88% of crypto investors know tax rules, 63% call them unfair: CoinSwitch")
SRF Q3 prompts cautious optimism from analysts; specialty chemicals weigh
For SRF, brokerages believe refrigerants and fluorochemicals remain the key growth drivers, supported by stable global demand, while specialty chemicals face near-term headwinds
 "SRF Q3 prompts cautious optimism from analysts; specialty chemicals weigh")
Brokerages at odds over Flipkart-backed Shadowfax Technologies IPO; apply?
The ₹1,907 crore IPO comprises a fresh issue of 80.6 million equity shares worth ₹1,000 crore and an offer for sale (OFS) of up to 73.2 million equity shares worth up to ₹907.27 crore
 "Brokerages at odds over Flipkart-backed Shadowfax Technologies IPO; apply?")
360 One WAM rises 7% on Q3 results; is it still a smart buy for investors?
Brokerages remain upbeat on the wealth and asset management company. Analysts at Motilal Oswal Financial Services (MOFSL) and JM Financial have both reaffirmed their Buy ratings on 360 ONE WAM shares
 "360 One WAM rises 7% on Q3 results; is it still a smart buy for investors?")
Analysts continue to back HDFC AMC after strong Q3; expect steady growth
Despite some near-term challenges expected due to the Securities and Exchange Board of India's (Sebi) new TER guidelines, analysts believe HDFC AMC remains well-positioned for sustained growth
Gig delivery partners may disrupt operations, warns Shadowfax in UDRHP
Shadowfax relies heavily on its crowdsourced network of over 2 lakh delivery partners, none of whom are tied by exclusive contracts, revealed the UDRHP
 "Gig delivery partners may disrupt operations, warns Shadowfax in UDRHP")
Sensex falls 715 pts; Nifty below 25,500: Why are markets falling today?
The benchmark BSE Sensex declined as much as 715 points, or 0.85 per cent, to hit an intraday low of 82,861, while the NSE Nifty50 shed 210 points, or 0.81 per cent, to touch 25,683 on Monday
Signatureglobal share price falls 7% on Q3 update; is it good time to buy?
The overall market environment, Signatureglobal (India) said, has turned softer and that has impacted the company
 "Signatureglobal share price falls 7% on Q3 update; is it good time to buy?")
JM Financial pegs 9.8% YoY rise in Nifty50 PAT in Q3FY26; check top drivers
The growth, according to analysts Venkatesh Balasubramaniam, Shanay Mehta and Shalin Choksy, will be led by IT services, automobiles, metals & mining, telecom and industrials
 "JM Financial pegs 9.8% YoY rise in Nifty50 PAT in Q3FY26; check top drivers")
Sugar Industry headed for crisis, warns Elara Capital; flags policy holdup
The sugar-ethanol sector, Elara said, is once again losing luster, adding that without policy interventions, the industry may be staring at another crisis
 "Sugar Industry headed for crisis, warns Elara Capital; flags policy holdup")
Indian CRDMO market to outpace APAC; HDFC Sec starts coverage on top firms
While HDFC Securities has assigned a 'Buy' rating to Divi's Labs, Sai Life Sciences, and Piramal Pharma, it has given an 'Add' rating to Anthem BioSciences and a 'Reduce' rating to Laurus Labs
 "Indian CRDMO market to outpace APAC; HDFC Sec starts coverage on top firms")
Navin Fluorine "firing up all cylinders," says HDFC Sec; retains 'Buy' call
Over the next three years, analysts expect the company's EPS to grow at a CAGR of 23 per cent, from ₹104 to ₹195
 "Navin Fluorine \"firing up all cylinders,\" says HDFC Sec; retains 'Buy' call")
Bharat Coking Coal IPO gets thumbs up from brokerages; GMP buzz holds firm
Brokerages, including SBI Securities and Canara Bank Securities, have recommended that investors subscribe to the issue
 "Bharat Coking Coal IPO gets thumbs up from brokerages; GMP buzz holds firm")
Buy Tenneco Clean Air India, says JM Financial; flags top growth drivers
The growth, they said, will be driven by higher cost per vehicle (CPV) amid upcoming emission norms, a shift towards premium offerings, deeper market penetration, and a rising contribution from export
Bajel Projects set for growth, says Antique; starts coverage with 'Buy'
With improving execution discipline, stronger order inflows, and an international scale-up, analysts believe the company is well-placed for a profitability-led growth trajectory
InCred Equities backs Camlin Fine Sciences; bets on vanillin-driven growth
The brokerage highlighted the strength of CFSL's blend portfolio and its Vinpai acquisition, both of which are expected to drive strong margins, create entry barriers, &unlock solid revenue potential
 "InCred Equities backs Camlin Fine Sciences; bets on vanillin-driven growth")