Blogs by the Author

This edition of Investor's Edge analyzes Q2 FY26 results for Polycab, KEI, and RR Kabel in the cables and wires industry. It highlights their revenue growth, margin trajectories, and strategic investments in capacity expansion, positioning them for long-term success amid electrification and infrastructure demand. Polycab leads in growth and margins, RR Kabel shows strong PAT growth, and KEI focuses on cables.

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The AI boom is fueling an unexpected industrial boom, as energy-hungry data centers require massive new power infrastructure. Indian proxies like Welspun Corp (steel pipes for gas) and TD Power Systems (generators) are seeing record Q2 orders. Meanwhile, Intellect Design Arena proves even non-giants can win in AI software.

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In Q3 2025, an "AI arms race" is in full swing, with Alphabet, Amazon, Meta, and Microsoft reporting record revenues and massive CapEx to build AI infrastructure. This investment is driving tangible growth in core businesses like cloud and search, and the AI supply chain, validated by Teradyne, is booming.

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This week's Investor Edge edition highlights key market movements, including super-strong earnings, significant capital expenditures, and new order wins across power, defense, and data center sectors. It also covers shifts in market breadth and crucial insights from management calls, offering a concise overview of factors impacting portfolios.

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The Q1FY26 performance of India's dairy sector shows varied strategies among companies. Dodla Dairy achieved record revenues but faced margin pressure. Hatsun Agro demonstrated steady growth and resilient margins. Heritage Foods saw topline momentum with declining profitability, anticipating recovery. Parag Milk Foods focused on premium value-added products, maintaining profitability. The sector benefits from GST, monsoons, and a better flush season.

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The Q1 FY26 snapshot of India's new-age internet businesses shows a shift towards balanced growth, profitability, and sustainable economics. Paytm achieved profitability, while Zomato faced pressure from quick commerce investments. Nykaa demonstrated steady margin gains, CarTrade showed record profitability, and MobiKwik navigated financial services challenges. The sector now prioritizes quality revenue and durable profits.

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The Indian aroma chemical sector is shifting towards high-margin, specialized products. Privi Speciality Chemicals delivered strong Q1 growth, while Oriental Aromatics faced margin pressure from a new facility. S.H. Kelkar is focused on long-term global expansion, reinvesting heavily for future gains in a competitive market.

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This Investor's Edge edition focuses on India's Pre-Engineered Building (PEB) sector, highlighting leaders like Interarch, M&B Engineering, and Pennar Industries.

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The gold finance sector is thriving due to favourable regulations, increasing acceptance of gold loans, and a strategic shift by companies towards secured lending.

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The Q1 FY26 results for Cable and Wire manufacturers show strong growth in the Wires & Cables segment, fueled by infrastructure spending and domestic demand, despite FMEG facing seasonal challenges.

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Q1 FY26 results for Indian Pharma CDMO and API companies, revealing mixed performance but strong optimism. Despite short-term hurdles, the sector anticipates long-term growth driven by "China Plus One" and investments in advanced modalities like peptides and biologics, setting the stage for a promising future.

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"Investors' Edge" provides daily insights into Q1FY26 concall takeaways from companies like Paytm, L&T Finance, Cipla, and more, offering a concise overview of business trends.

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Q1FY26 con-call nuggets: AI hardware capex, premium retail repositioning, resilient cement demand, improving banking asset quality, diagnostic excellence, defence diversification, sustainable recycling.

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The 19th edition of Investor's Edge, released on July 23rd, offers compelling insights. This issue highlights key takeaways from Q1FY26 concalls of noteworthy companies across industries such as CRO, CDMO, Cement, Dairy, etc.

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The 18th edition of Investor's Edge, released on July 19th, offers compelling insights. This issue highlights key takeaways from Q1FY26 concalls of noteworthy companies across industries such as chemicals, AMC, Brokers, Hotels, Cabels and Wires, etc. Let's dive in!

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Your daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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Your daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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Your daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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Your daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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Your daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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Welcome to Investors’ Edge— your daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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our daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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Welcome to Musings on Market — your daily dose of business insights, trends, and updates that matter. In this space, we go beyond the headlines to explore the evolving world of companies and industries. Each day, we bring you thoughtfully curated insights, sharp observations, and key developments shaping the business landscape.

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All major indices—from the Nifty 50 to the Nifty Microcap 250—posted strong one-week and one-month gains, with the smaller-cap indices (Smallcap and Microcap) leading the charge (up 7.7% and 8.5% in one week, respectively).

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The market rebounded strongly last week after months of bearishness. Here are key insights from indices that outperformed over the past week and the last three months.

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