The brokerage says the company is well-placed to expand its foods and home & personal care franchise and become a more diversified FMCG play

Indian agri-solutions provider agrees to buy a 53% stake in NACL from its promoter KLR Products for 820 crore rupees ($94 million)

The brokerage says JSW Energy is one of the best Indian utilities to play the Future of Energy (energy transition + energy security) theme

The brokerage says Bajaj Finance’s stock positioning is very solid, it fits the quality large cap thematic and has a tested model and good vintage

Jefferies says the company's diversified segmental and geographic exposure de-risks its business model and widens its opportunity pipeline

S&P says Vedanta’s recent $1.1 billion bond issuance to address its 2026 and 2028 bond maturities has eased its liquidity and refinancing risks

HSBC says strong profit growth outlook and attractive valuations makes it constructive on the Indian consumer electrical company at current prices

Jefferies sees limited integration risks as both companies specialize in US healthcare and have complementary services

Citi Research says the Indian battery maker's margin trends have been encouraging despite lower non-autos demand (industrial/infrastructure)

The upgrade follows a major reduction in Vedanta’s refinancing risks after $1.1 billion fundraising in new bonds and bank commitments for loans

The government’s push on value-addition, China 1+ strategy, cheaper labor and structural growth opportunity will drive the sector growth

The brokerage expects recovery in consumer loan growth and credit costs, aided by stable net interest margin and controlled expenses to support profit

Cement stocks have underperformed over past few months amid weak demand and cement price rollbacks, but some price hikes likely in next few months

The brokerage says with RBI lifting ban on gold loans at IIFL, disbursement should resume and ramp...

The brokerage says Jio's rising focus on growth and Vodafone Idea’s market share losses may need multiple tariff hikes over the next few years

HSBC says Kalyan’s stock price has risen 8x in the past two years as the business model successfully transformed through capital light franchise mod

The brokerage says Zomato is spearheading a rapid retail consumer transformation via its convenience and selection-focused quick commerce business

The brokerage says margins and asset quality are set to normalize going ahead and drive divergence in profitability based on the franchise strength