Institutional Reports05 Jan 2026
Sobha (SDL)’s Q3FY26 operational performance reinforces the demand resilience and execution momentum highlighted in our earlier note. SDL...
Institutional Reports02 Jan 2026
The building materials sector saw subdued demand in Q3FY26. Our coverage universe is expected to post 9% YoY revenue growth, fueled by vo...
Institutional Reports31 Dec 2025
Oil India’s material subsidiary, Numaligarh Refinery Ltd (NRL), was supposed to commence operations of the expanded refinery capacity (fr...
Institutional Reports31 Dec 2025
Nykaa’s decisive shift toward customer acquisition, especially in BPC, in FY26 is certainly encouraging and the momentum will likely cont...
Institutional Reports30 Dec 2025
Dr. Lal Pathlabs (DLPL) is expected to sustain steady revenue momentum, led by (1) steady patient and sample volume growth, with strategy...
Institutional Reports29 Dec 2025
Max Healthcare (MAXHEALTH) is on track with its capex plan to add over 3,000 beds between FY26 and FY28 (~2,100 brownfield and 900 greenf...
Institutional Reports29 Dec 2025
Stylam Industries has announced a stake sale by the promoter family to Aica Kogyo Co. Ltd., a Japan-based company. Mr. Manav Gupta and fa...
Institutional Reports24 Dec 2025
Clean Science and Technology (CSTL) has commercialized Hydroquinone and Catechol plant last week. Investment of further INR1.5bn in water...
Institutional Reports23 Dec 2025
Ambuja Cements announced the merger of its two listed subsidiaries ACC and Orient Cements, through a share swap ratio. It is expected to ...
Institutional Reports22 Dec 2025
We attended Kajaria Ceramics' analyst con call today. Management launched "Project Manthan" in Apr–May 2025 to unify sales teams across d...
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