Porinju Veliyath & Dolly Khanna Forum

We reiterate BUY on Anant Raj with an unchanged TP of Rs800. The company has announced the commissioning of its second Data Center (DC) facility at Panchkula, and is also expanding its existing capacity at Manesar, Haryana. We expect operations to start over the next two months, with annualized ...

We initiate coverage on Tips Music Ltd (Tips Music) with a BUY rating and a DCF-based Mar’26 TP of INR 800 (implied FY27E PER of 40x, PEG of 1.7x). It is one of the leading music labels in India (top 5) and delivered above-industry growth of 36% over FY21-25 by expanding its catalogue (hits from the ...

Sobha Ltd (SDL) reported a strong Q1FY26 presales performance, up 11% YoY to INR 20.8bn, driven by robust sustenance sales in Gurugram, Bengaluru, and other markets (INR 10bn), along with healthy new launches contributing INR 10.8bn (72% of the INR 15bn launched GDV). The company also delivered 1 ...

Cooling Leader: Unlocking Value

Symphony Ltd is India’s undisputed leader in the organised air cooler market with a 50% value share. Company has continued to follow its successful approach — focusing on an asset-light model supported by strong innovation, smart marketing and solid brand strategy ...

Marks meaningful step forward in realization group strategic vision. Simplification of group structure and realign corporate structure to unlock synergy and enhance competitive edge. Gabriel India to play pivotal role in the transformation serving as group’s vehicle for future growth and platform ...

In this note, we present the key takeaways from JSW Infrastructure Ltd’s (JSWINFRA) FY25 Annual Report.

Strong FY25 performance propels JSWINFRA toward port and logistics growth milestones

 In FY25, JSWINFRA handled 117MMT of cargo (up 9% YoY), supported by higher volumes at terminals in ...

Š We retain our Buy rating on Astral with a revised PT of Rs. 1,800, driven by the company’s steady performance, strategic capacity expansion, and continued focus on value added products.

Š FY25, sales stood at Rs. 5,832.4 crore, up 3.4% y-o-y, while the EBITDA margin remained flat y-o-y at 16.9 ...

We believe Zensar is a new turnaround story unfolding at RPG group led by its new leadership team. This is evident from strategic changes undertaken like:

✓ CEO Manish Tandon leading Zensar’s story to bring in stability and agility

✓ Large deal wins fueled by incentivizing sales team structure ...

Based on the above themes, we recommend the following stocks: HDFC Bank, Bajaj Finance, Shriram Finance, Avenue Supermarts, State Bank of India, Lupin, Hero Motocorp, Max Healthcare, Colgate, Kalpataru Projects, APL Apollo Tubes, Varun Beverages, Bharti Airtel, Prestige Estates, and Sansera ...

List of top 15 companies from the NSE 500 basket with high dividend yields of up to 8.6%