JUBLINGREAJubilant Ingrevia Ltd
Jubilant Ingrevia Q1: consol PAT +41% YoY to ₹106 Cr as acetyls recovery expands margins
specialty chemicals · acetyls recovery · margin expansion
Research Reports
22 Jul 2026
AYEAYE
Aye Finance Q1 PAT more than doubles YoY to ₹74.5 Cr as credit costs, opex leverage improve
nbfc · micro-msme lending · credit cost normalisation
JINDALSAWJINDAL SAW LTD.
Revenue +9%, Profit −78%: When Growth Masks a Margin Crisis
margin compression · MENA blockade · capex execution risk
JINDALSAWJINDAL SAW LTD.
Delivered weakness as guided; PAT crashed 78% despite 9% revenue growth
margin compression · MENA blockade · execution risk
NESTLEINDNESTLE INDIA LTD.
Nestlé India Q1: consolidated PAT ₹959 Cr, +48% YoY on 25% revenue surge; margins widen
fmcg · volume growth · margin expansion
CRAMCCanara Robeco Asset Management Company Ltd
Canara Robeco: 83% Profit Surge Meets 12% Stock Jump
Asset Management · Quarterly Results · Profit Growth
ResearchCatalyst check4 minFinancial Services
SHARDULSHARDUL SECURITIES LTD.
Shriyam's ₹119 Cr Bet: Promoter Group Reshuffles Shardul Securities
promoter consolidation · family settlement · shareholding reshuffle
ResearchDeep dive6 minFinancial Services
PURPLEFINPurple Finance Ltd
Purple's Rural Credit Pivot—₹108 Crore Bet on Saksham Gram
rural lending · fintech NBFC · acquisition
ResearchDeep dive5 minFinancial Services
TATATECHTata Technologies Ltd
Margin Expansion: Guided Growth Meets Valuation Reality
TATATECH · Q1 FY27 · margin expansion
360ONE360 One Wam Ltd
Wealth flows under watch as cost momentum builds
wealth management · AUM growth · cost-to-income
21 Jul 2026
JSWENERGYJSW Energy Ltd
Vertical Integration Play: JSW Energy Doubles Down on Critical Turbine Supply Chain
vertical integration · supply chain de-risking · thermal generation
ResearchDeep dive6 min
STALLIONStallion India Fluorochemicals Ltd
Stallion's 13% Leap: What Institutional Buying Revealed — and Didn't
institutional buying · bulk deal · catalyst
ResearchCatalyst check6 min
INDOBORAXINDO BORAX & CHEMICALS LTD.-$
Indo Borax: The Subsidiary Consolidation Slide
merger · consolidation · amalgamation
Research3 minMetals & Mining
INDONGIndong Tea Company Ltd
When the Founder Steps Back — Indong Tea's Leadership Reshuffle and the Consolidation Play
founder exit · shareholding consolidation · micro-cap
ResearchDeep dive6 min
PATELENGPATEL ENGINEERING LTD.-$
When Capacity Halts — Patel Engineering's Samardung Tunnel Disaster and the Revenue Impact
tunnel construction · safety incident · project disruption
ResearchDeep dive7 minIndustrials & Infra
REGENCYRegency Fincorp Ltd
When Secured Lending Meets Digital — Regency Fincorp's Q1 Inflection
Q1 FY27 · secured lending · PAT growth
ResearchDeep dive5 minFinancial Services
WELCORPWelspun Corp Limited
When Orders Scale to Billions—Welspun's $1.8B Record Play
order wins · revenue visibility · execution
ResearchDeep dive5 minMetals & Mining
SHARDULSHARDUL SECURITIES LTD.
When Founders Step Back — Shardul Securities' Family Settlement and the New Promoter Consolidation
family settlement · promoter consolidation · founder exit
ResearchDeep dive6 minFinancial Services
20 Jul 2026
LTFL&T FINANCE HOLDINGS LTD.
Strong quarter, deliberate caution on growth edges emerging macro headwinds
AI-native underwriting · credit cost trajectory · personal loans surge
PAYTMOne 97 Communications Ltd
Paytm swings deeper into profit: consolidated PAT ₹220 Cr, up ~79% YoY on operating leverage
Financial Services · earnings · quarterly results
CMPDICentral Mine Planning & Design Institute Ltd
CMPDI Q1: standalone PAT ₹116 Cr, up 54% YoY as NPM expands to 24%; ₹1.05 dividend
earnings · quarterly results · q1 results
AIILAuthum Investment & Infrastructure Ltd
Authum Q1 consolidated PAT ₹1,108 Cr, +18% YoY on investment-income rebound
Financial Services · earnings · quarterly results
KANCOTEAKanco Tea & Industries Ltd
When Monsoons Strike Tea: Kanco's Production Halt and Recovery Risk
disruption · monsoon · production halt
Research4 min
BAJAJHCAREBajaj Healthcare Ltd
Bajaj Healthcare Q1 PAT +16% YoY to ₹13.7 Cr; margins expand after one-off Q4 loss
Pharma & Biotech · earnings · quarterly results
RALLISRALLIS INDIA LTD.
Rallis Q1 PAT ₹125 Cr, +32% YoY — but ₹35 Cr provision write-back masks flat underlying
Chemicals · earnings · quarterly results
BLUESTONEBlueStone Jewellery and Lifestyle Ltd
BlueStone sustains turnaround: consolidated PAT ₹6 Cr, revenue up 49.6% YoY on 39% SSSG
Consumer & Retail · earnings · quarterly results
JPPOWERJaiprakash Power Ventures Limited
JP Power Q1: consolidated PAT ₹469 Cr, +69% YoY (~31% adjusted); margins expand on power
Energy · earnings · quarterly results
INDIAGLYCOINDIA GLYCOLS LTD.
The Demerger Unlocked: Three New Entities, One Strategic Separation
demerger · NCLT approval · structural transformation
ResearchDeep dive6 min
SOUTHWESTSouth West Pinnacle Exploration Ltd
South West Pinnacle Q1 FY27: consolidated PAT ~4x YoY to ₹9.3 Cr on operating leverage
Energy · earnings · quarterly results
ARSSBLAnand Rathi Share And Stock Brokers Ltd
Revenue surge masks profit weakness; fraud charges sting
MTF growth · depository fraud · diversification