India’s aerospace market is projected to double to $54 billion by 2033, driven by ‘Make-in-India’ initiatives, defence indigenisation, and increasing exports. This growth presents a significant opportunity for investors, with several listed companies poised to benefit from the expanding aerospace supply chain.Read More

Ace investor Mukul Agrawal significantly reshaped his Rs 7,500 crore portfolio in Q2, adding ten new stocks and increasing stakes in five others. His strategic investments, totaling around ₹400 crore, span diverse sectors including engineering, technology, renewable energy, and healthcare, reflecting a keen eye for emerging businesses.Read More

Microsoft’s record AI spending has unsettled investors despite strong profit and cloud growth. Analysts flag cost concerns as Azure expands rapidly and Microsoft deepens its partnership with OpenAI to sustain long-term growth.Read More

Shares of Sagility surged 10% to a 52-week high of Rs 56 on Thursday after the company reported strong Q2 FY26 earnings. Net profit more than doubled to Rs 251 crore from Rs 117 crore a year ago, while revenue rose 25% YoY to Rs 1,658 crore. Operating margin also improved to 25% from 23%...Read More

Capital Small Finance Bank saw a 5% net profit rise to Rs 35 crore, despite higher provisions and a slight asset quality dip. Satin CreditCare, an NBFC-MFI, reported a robust 19% net profit increase to Rs 45 crore, with improved margins. Dhanlaxmi Bank turned profitable with Rs 12.18 crore net profit, driven by a significant...Read More

Groww set its ₹6,632 crore IPO price band at ₹95–100 per share, with a mix of fresh issue and offer for sale. The ₹2 face-value shares are priced at 47.5–50 times face value, and investors can bid for a minimum of 150 shares.Read More

Market expert Rajat Sharma is bullish on banking and IT sectors for the next 12-18 months, citing government reforms and AI adoption. He observes rising consumption boosting logistics but remains cautious on autos due to the EV transition and expensive valuations in mutual fund companies.Read More

Maruti Suzuki is poised for a steady second-quarter performance, with revenue projected to rise around 8% and profit up 18% year-on-year. While strong exports and better pricing are expected to boost topline, higher input costs and new plant expenses may temper margin gains.Read More

Axis Mutual Fund sees an end to India’s earnings estimate downgrades. Ashish Gupta, Chief Investment Officer, anticipates catalysts to boost earnings across key sectors. Loan growth and potential tax cuts could benefit banks, consumption, and automobiles. While valuations are high, earnings growth for the next financial year is projected to be robust and broad-based.Read More

On Thursday, Indian stock markets began the day on a sour note, with both the Sensex and Nifty taking a dip in response to international market cues. The backdrop of a predicted interest rate reduction by the U.S. Federal Reserve, which hinted that this could be the final cut until 2025, understandably rattled investors. Furthermore,...Read More