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The CFO addressed the reasons behind the company’s stretched working capital and outlined mitigation steps underway.

Jefferies cited that increasing insourcing poses a risk to Delhivery’s Express Parcel business, which accounts for about 60% of its FY25 revenue.

According to sources, the promoters of Mastek are sounding out a mix of strategic investors and long-only institutional funds. That aligns with Mastek’s revenue footprint, where nearly 65% of the business comes from the UK and Europe.

Parag Thakkar, Senior Fund Manager at Fort Capital, is positioning his portfolio to benefit from a potential revival in Vodafone Idea by investing in Indus Towers. He also highlighted State Bank of India as a key opportunity in the PSU…

Trideep Bhattacharya, CIO – Equities at Edelweiss AMC, said platform companies—from consumer tech to food delivery and home services—are largely expensive, prompting a more selective approach. He added that Edelweiss is closely watching how soon these businesses can turn profitable…

Nomura is of the view that investors can widen their portfolio with stocks that have international exposure as the global macro outlook is relatively sanguine at the moment. Hence, it is positive on IT stocks.

According to Emkay, the market share of listed real estate players doubled to 15% between FY11 and FY25, and said that it remains constructive on the continuity of housing demand.

Despite a 50% correction from the peak, shares of RVNL are still trading at a one-year forward price-to-earnings multiple of 44 times, nearly double its five-year average multiple of 23 times. 

Lyn Alden expects the strong US technology and AI rally to slow in 2026, with rising competition and high capital expenditure concerns pushing investors to look at underperforming markets. She sees India as a potential beneficiary of capital rotation next…

Existing shareholders of HCC will be entitled to 277 rights equity shares for every 630 fully paid-up equity shares held as on the record date.