Porinju Veliyath & Dolly Khanna Forum

Ather Energy has been a product-focused company, which has emerged as one of the tech leaders in the electric scooter space. Its products have been on par, if not superior, to products of market leaders like TVS Motor and Bajaj Auto. While the above-mentioned ICE 2W incumbents have the advantage of ...

We interacted with Repco Home Finance’s Management to understand the drivers of loan growth acceleration, factors which will influence portfolio spread/NIM, and actions taken to consistently reduce the overdue portfolio and NPLs. The management was quite confident about achieving the guided ...

Ashish Kacholia has increased holding in Cosmic CRF to 18.4%. Cosmic CRF is a maker of railway components. Ashish Kacholia and associates increased their stake through a preferential allotment, acquiring an additional 6,19,600 shares. This raised their total holding to approximately 18.4% of the ...

Vijay Kedia, through his firm Kedia Securities Pvt Ltd, acquired 100,000 shares at Rs 1,725 per share of Advait Energy Transitions Limited in an open market transaction, totalling Rs 17.25 crore.

Ashish Kacholia holds a significant stake of 2,88,185 shares, representing 2.67 per cent of the ...

We attended the analyst meet hosted by Juniper Hotels wherein the company highlighted its vision to double the room inventory to c. 4,000 keys by 2030. With the portfolio growing to ~2x of its current size, the management is targeting to grow revenue and EBITDA by 2x/3x in 3/5 years respectively ...

 We initiate coverage on Time Technoplast (TIME) with a BUY rating and a target price of INR578 (41% upside potential), based on 22x FY27E P/E (close to sector average). Our positive stance is backed by the company’s strong growth prospects, improving return ratios and attractive valuation (~16x ...

Driven by re-staging ‘Smart and Handsome’ in Q3 FY25 and ‘Kesh King’ (planned) in Q2 FY26, and D2C brands (TMC, Brillare) growth returning post management transition, we expect a 7% volume CAGR for Emami over FY25-27 (5% in FY25). The focus on innovation with 25 launches in FY25 and likely inorganic ...

Punjab National Bank (PNB), a leading Indian public sector bank, provides corporate and personal banking services. It has 10,189 branches and 11,822 ATMs.

• PNB’s standalone interest income grew 13.8% YoY to Rs. 31,989cr in Q4FY25, driven by a rise in interest earned from loans (+10.5% YoY), income ...

The strategic review and potential sale by BP Plc of its lubricant arm, Castrol Ltd, marks a major global corporate development in the otherwise quiet lubricant sector. Financial investors view the space cautiously, given potential long-term EV risks, though this deal could improve market sentiment ...

We recently hosted the management of Gokaldas Exports for an investor roadshow, represented by Mr. Siva Ganapathi (Vice Chairman and MD) and Mr. Sathyamurthy (CFO). The management provided insights on the demand scenario and future outlook for the company in a situation of tariff uncertainty ...