Priyam Mehta

Chetak EV expansion gaining momentum

$BAJAJ-AUTO 1. Export business showing strong recovery Bajaj Auto continues to benefit from improving demand in key export markets across: Africa Latin America Southeast Asia Export volumes remain a major earnings driver and contribute sig… See Moremore

Cargo business growth

$GMRAIRPORT Passenger traffic remains strong GMR Airports continues to see healthy growth in passenger traffic across its airport network. Rising domestic air travel demand remains the biggest driver of revenue growth. 2. Airport portfoli… See Moremore

Digital banking leadership

$ICICIBANK 1. Strong loan growth across segments ICICI Bank continues to report healthy growth in: Retail loans Corporate lending SME financing Business banking Credit growth remains among the strongest in the private banking sector. 2. A… See Moremore

Deposit franchise strengthening

$BANDHANBNK 1. Strong turnaround in profitability Bandhan Bank reported a sharp improvement in quarterly profits, helped by lower provisions and improving asset quality. Investors are viewing this as a sign that the bank's recovery efforts… See Moremore

Premium product focus

$ASIANPAINT 1. Strong recovery in quarterly performance Asian Paints recently reported a strong improvement in quarterly earnings, supported by better margins and healthy volume growth. The performance has improved investor sentiment after… See Moremore

Beneficiary of India's capital market expansion

$BSE 1. Strong growth in derivatives business BSE has emerged as a major player in the equity derivatives segment, with substantial growth in options and futures volumes. The derivatives business has become the key driver of revenue and pr… See Moremore

igital engineering focus

$COFORGE 1. Strong deal wins continue Coforge continues to secure large contracts across: Banking & Financial Services Insurance Travel & Transportation Healthcare Its deal pipeline remains strong, providing healthy revenue visibility. 2.… See Moremore

Profitability improving

$IDFCFIRSTB 1. Strong loan growth continues The bank reported healthy growth in its loan book, driven by strong expansion in retail, MSME and commercial banking segments. Retail lending remains the primary growth engine. 2. Deposit growth… See Moremore

Core DefinitionsMaterial Recovery Facility: A specialized plant that receives, separates, and prepares

$MRF Core DefinitionsMaterial Recovery Facility: A specialized plant that receives, separates, and prepares recyclable materials for marketing to end-user ***** Rubber Factory: A major Indian multinational tyre manufacturing company, commo… See Moremore

Europe and US business showing improvement

$AUROPHARMA 1. US acquisition nearing completion Aurobindo Pharma is close to completing the acquisition of US-based generic drug maker Lannett after clearing important regulatory hurdles. The acquisition is expected to strengthen Aurobind… See Moremore

Capacity utilization improving

$SANGAMIND 1. Healthy order pipeline in textiles Sangam India continues to benefit from steady demand across its textile business, particularly in: PV dyed yarn Denim Ready-to-wear garments A diversified product portfolio is supporting rev… See Moremore

Q1 FY27 profit growth

$MOTILALOFS 1. Q1 FY27 profit growth MOFSL reported around 10% year-on-year growth in consolidated net profit in the June 2026 quarter. Despite profit growth, the stock saw pressure after the results, with investors focusing on the quality… See Moremore

Agency and proprietary channels expanding

$MFSL 1. Max Life remains the core growth driver Max Financial Services continues to be primarily driven by its stake in Max Life Insurance. Growth in the life insurance business remains the biggest factor for MFSL's earnings and valuation… See Moremore

ongc Strong dividend appeal

$ONGC 1. Strong refining business performance HPCL continues to benefit from healthy refining operations and improving refinery utilization levels. Refining margins remain a key factor influencing profitability. 2. Rajasthan Refinery proj… See Moremore

Deposit franchise strengthening

$BANDHANBNK 1. Strong turnaround in profitability Bandhan Bank reported a sharp improvement in quarterly profits, helped by lower provisions and improving asset quality. Investors are viewing this as a sign that the bank's recovery efforts… See Moremore

Beneficiary of India's manufacturing push

$JYOTICNC 1. Strong demand from manufacturing and aerospace sectors Jyoti CNC continues to benefit from rising demand for advanced CNC machines from: Aerospace Defense Automotive General engineering industries 2. Order book remains health… See Moremore

Defence export opportunities

$GRSE 1. Navratna status received GRSE has recently been granted Navratna status, providing greater financial and operational flexibility. This is expected to help the company pursue larger projects and make faster business decisions. 2.… See Moremore

!divis Capacity expansion and future growth

$DIVISLAB 1. Strong demand in custom synthesis business Divi's continues to witness healthy demand from global pharmaceutical innovators for custom synthesis and contract manufacturing services. This segment remains one of the company's hi… See Moremore

$IREDA Focus on diversified renewable financing

$IREDA 1. Strong renewable-energy lending pipeline IREDA continues to see strong demand for financing from renewable-energy developers. Solar, wind, hydro, green hydrogen and other clean-energy projects remain the major areas of lending.… See Moremore

$ADANIPORTS 💰 Capital Allocation

$ADANIPORTS 📊 Financial Performance The company delivered strong Q4 FY26 results, with double-digit growth in both revenue and profit. Full-year performance remained robust, driven by higher cargo volumes and contribution from acquired ass… See Moremore