Profit pulse

EPL Ltd and Indovida India Pvt Ltd are merging to create a $1 billion revenue powerhouse, with a combined valuation of $2 billion (Image: Pixabay)

Will EPL's merger with Indovida at a 70% premium unlock shareholder value?

6 min read . 06 Apr 2026

According to IDC estimates, global new PC shipments could decline by up to 11% in 2026 due to these memory shortages.

GNG Electronics: How the PC refurbisher is winning from the Global AI RAM crisis

5 min read . 01 Apr 2026

The sharp drop in sentiment this month has pulled down the HDFC Bank stock’s five-year CAGR to near-zero. (REUTERS)

HDFC Bank falls on governance rumours: an opportunity or a warning?

6 min read . 31 Mar 2026

The growth in renewable energy, particularly in solar and wind power, is significantly boosting demand for 100-500 MVA transformers. (Image: Pixabay)

This transformer stock surged 70% in two months. Are the positives priced in?

7 min read . 27 Mar 2026

Thomas Cook’s shareholders had seen their wealth quadruple in just about a year since March 2023, before the stock fell more than 60% from its July 2024 peak.

Can the Sterling demerger revive Thomas Cook’s fortunes?

6 min read . 26 Mar 2026

CMS offers characteristics that align with Parag Parikh’s approach. (image: Pixabay)

Parag Parikh buys 3.65% in this cash management company. Is it just a dip play?

7 min read . 20 Mar 2026

BFIL is a global supplier of precision-engineered and forged components, historically focused on precision machining. (REUTERS)

From tractors to tanks: This auto component maker joins NATO supply chain

5 min read . 16 Mar 2026

As Raymond pivots towards aerospace and precision engineering, the company is set to capitalize on the booming market for electric vehicle components and aero-engine manufacturing. (Pixabay)

How Raymond is reinventing itself as an aerospace supplier

7 min read . 10 Mar 2026

Over the past few years, PhonePe and Paytm have taken sharply different paths in terms of user growth. Photo: Reuters

As PhonePe eyes a ₹97,000-crore IPO valuation, how does it compare with Paytm?

7 min read . 09 Mar 2026

Nifty 50 index dropped almost 3% last week, matching the declines seen in the midcap and smallcap spaces.. (PTI Photo/Swapan Mahapatra) (PTI)

Three segments winning amid war, oil shocks, and market bloodbath

6 min read . 08 Mar 2026

In the Western world, EAF steel production has steadily risen from 44% of total production in 2015 to 50% in 2023 and 51% in 2024.

HEG Greentech demerger: Why Madhusudan Kela is betting ₹500 crore on this pivot

8 min read . 28 Feb 2026

AI’s impact will be multi-layered and will depend on how India Inc adapts. Photo: iStock

Reports of SaaS’s death at the hands of AI have been greatly exaggerated

6 min read . 27 Feb 2026

Religare Enterprises will retain control of Care Health Insurance, while lending, broking, investment, and ancillary activities would be transferred to RFL. Photographer: Prashanth Vishwanathan/Bloomberg

Religare Enterprises: Can a demerger fix what poor governance had broken?

6 min read . 23 Feb 2026

In data centre, CleanMax's clients include Amazon, Apple, Cisco, and Google. (Image: Pixabay)

Brookfield-backed CleanMax IPO: Is the data centre energy bet overpriced?

7 min read . 22 Feb 2026

Marico stock appears priced to perfection at 47 times FY27 earnings. (Photo: Mint)

Marico’s shopping spree powers growth, but also raises the stakes

6 min read . 18 Feb 2026

Sterlite Technologies' positioning in optical fibre preforms and its localised North American manufacturing align it structurally with the AI infrastructure cycle.. (Image: Pixabay)

Big Tech’s AI spending spree: Why Sterlite Tech could be the hidden winner

8 min read . 18 Feb 2026

REC is already a wholly owned subsidiary of PFC, since PFC had acquired more than 50% of the government’s holding back in 2019. Image: Pixabay

Can the proposed PFC-REC merger revive their stocks?

5 min read . 13 Feb 2026

Mahindra's track record on mega-projects is mixed.

Will Mahindra integrated mega-hub unlock Toyota-style economics?

6 min read . 12 Feb 2026

A man looks at a screen outside the Bombay Stock Exchange (BSE) building in Mumbai, India, February 2, 2026. REUTERS/Francis Mascarenhas (REUTERS)

Three stocks turning around just as the market mood improves

5 min read . 09 Feb 2026

Fractal Analytics Ltd now plans to raise ₹2,834 crore, about 42% lower than the earlier proposed ₹4,900 crore. (REUTERS)

Fractal Analytics’ IPO: Why India’s top AI bet is debuting at 26% discount

7 min read . 08 Feb 2026