Avoid the SpaceX IPO? ‘The juice has been squeezed from this orange’
SpaceX plans June IPO at about $1.75 trillion valuation, raising up to $75 billion, but analysts warn much of the value is already priced in, limiting investor returns
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GCPL shares rise up to 4% as India drives Q4 momentum; analysts positive despite cost pressures
According to Citi, profitability remains intact, with no immediate impact from commodity inflation. While management has guided for 6-9% cost inflation in FY27, it remains confident of mitigating this through calibrated pricing, cost efficiencies, operating leverage and media optimisation.
Correction in NBFCs, IT and realty offers entry as earnings stay steady: Anupam Tiwari
Anupam Tiwari, Head of Equity at Groww Mutual Fund, expects a strong current quarter with limited impact from oil shocks so far, but flags risks from the next quarter onward. He remains positive on premium consumption, NBFCs, manufacturing exports and…
The Hormuz question: three scenarios that could move oil—and markets
Disruptions in the Strait of Hormuz are threatening nearly a quarter of global oil flows, rattling markets and supply chains. Here are three scenarios that could decide how the world’s most critical energy chokepoint reopens.
Alembic Pharma gains 4% on USFDA nod for key diabetes drug
Alembic Pharma gets USFDA nod for generic Dapagliflozin tablets, equivalent to AstraZenecas Farxiga, gaining 180 day shared exclusivity in a $10.49 billion US market
Nykaa shares fall even after strong Q4 update; Street divided on whether stock can rally
Brokerages expect Nykaa to deliver strong Q4 growth led by beauty and improving traction in fashion, with margins set to expand and losses narrowing, though views remain divided on valuations.
Manish Sonthalia flags 12–13% earnings reset as global shock clouds FY27 outlook
Manish Sonthalia, CIO of Emkay Investment Managers highlights opportunities in financials, defence, power and IT, while advising caution on travel and real estate amid cost pressures.
CreditAccess Grameen shares gain up to 10% but cool off on strong Q4 update, normal asset quality
CreditAccess Grameen reported strong growth with higher disbursements, improvement in asset quality and branch expansion for the financial year 2026.
Jan–March FY26 earnings growth lowered to 10%; mid and small-caps under pressure
Gautam Duggad, Head of Research, Director – Institutional Equities at Motilal Oswal Financial Services noted that sectoral trends have led to a broader earnings downgrade of around 3% across his coverage universe of over 360 stocks. Within this, midcaps and…
A great earnings season is likely around the corner. Will it matter to the market?
Wall Street expects strong Q1 earnings led by tech despite US Iran war, oil price surge and valuations pose risks, energy profits may rise, investors hope conflict eases soon