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Narayana Hrudayalaya (NARH IN) – Q4FY26 Result Update – India margins to sustain – BUY
Oil & Gas – Manthan – The Three Body Problem – Oil Prices & OMCs
Hitachi Energy India (POWERIND IN) – Q4FY26 Result Update – Structural growth drivers reinforce long-term outlook – Downgrade to ‘REDUCE’
KEC International (KECI IN) – Analyst Meet Update – Execution remain key focus amid ME disruption – ACCUMULATE
The Beat – DCX Systems set for a booming upside!
Gujarat Fluorochemicals (FLUOROCH IN) – Q4FY26 Result Update – Strong fluoropolymer performance supports Q4 growth – Downgrade to ‘REDUCE’
JSW Steel (JSTL IN) – Q3FY25 Result Update – Better quarter, but HRC situation yet to improve – HOLD
Jubilant Ingrevia (JUBLINGR IN) – Q4FY26 Result Update – USD300mn CDMO contract commenced in March’26 – Downgrade to ‘REDUCE’
ICICI Bank (ICICIBC IN) – Q3FY25 Result Update – Asset quality remains best-in-class – BUY
Rail Vikas Nigam (RVNL IN) – Q4FY26 Result Update – Weak margins; valuation remains elevated – SELL
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