Money
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CEAT’s big bet on premium and global markets: Opportunity or overreach? | Smart Stocks News
In Q2 FY26, CEAT’s revenue grew in double digits, margins returned to the 40 per cent gross range, and earnings…
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5% revenue growth, 63x earnings: Is Havells’ premium valuation justified? | Smart Stocks News
Havells India, the company that manufactures electrical products for residential, commercial and industrial use, posted one of its weakest quarters…
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At 21x P/E, is Lupin an undervalued pharma giant poised for the next growth cycle? | Smart Stocks News
After a two-year cyclical rally from April 2023 to December 2024, Indian pharma stocks plateaued through 2025. Lupin and Zydus…
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Is high debt blocking Rain Industries’ third boom-cycle rally? | Smart Stocks News
In January 2014, Mohnish Pabrai of Pabrai Investment Funds received an anonymous investment note on Rain Industries. Soon after, he…
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Unlocking value or rearranging the pieces?
On December 7, Triveni Engineering & Industries Limited’s shareholders approved a restructuring plan that could reshape how the market values…
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80% market share, 80% EBITDA margins: Is IEX’s monopoly cracking? | Smart Stocks News
In equity markets, when retail investors flee while institutions double down, something interesting is usually afoot. Indian Energy Exchange (IEX)…
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Max Healthcare’s 800% rally hits a wall: Is a 74x P/E ratio sustainable in 2026? | Smart Stocks News
In a market where IT, defence, infrastructure stocks surge on order inflows, and pharma stocks react to Food and Drug…
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Is the recent IndiGo chaos a buying opportunity or a warning bell? | Smart Stocks News
From operating over 2,200 flights a day in December 2024 to cancelling nearly 1,600 flights between December 1 and 15,…
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Force Motors’ 3-year, 14x run: Is the commercial vehicle cycle turning, or has the stock run ahead? | Smart Stocks News
In India’s commercial vehicle industry, Force Motors occupies a lane of its own. It is neither a high-volume mass manufacturer…
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Why China’s 45 MTPA capacity cap is a turning point for NALCO investors | Smart Stocks News
For decades, the world relied on China to bridge gaps in aluminium supply. Whenever supply gaps emerged, Chinese aluminium was…
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