4 smallcaps with up to 332% PAT growth just surged 170%: Can the outperformance continue?Smallcap stocks led Nifty-500 earnings growth in 1QFY27, with the Nifty Smallcap-250 reporting 35% YoY growth. While strong earnings, domes...
ACME Solar raises Rs 1,571 cr project funding from IIFCLACME Solar has secured Rs 1,571 crore project funding from IIFCL for a Rajasthan solar project. This financing marks IIFCL's first sole gre...
Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surgePower capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s stron...
Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoYNvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-d...
Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
ET Prime Special Series: Multibagger or IBC - Part 73: The customer pays slowly. The machines depreciate slowly tooThe title of this series sounds binary. The businesses rarely are. Between a multibagger and bankruptcy lies a large middle ground where co...
ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
India’s new capex cycle is being driven by cash-rich giants, HSBC India CEO Hitendra Dave saysIndia's corporate investment cycle now features financially stronger companies expanding capacity. These well-capitalized groups are using ...
Capital goods sector to stay soft in H1, recovery seen in H2FY27 on thermal orders: ReportIndia’s capital goods and power equipment sector may remain subdued in the first half of FY27 before recovering later, 360 ONE Capital said...
ET World Leaders Forum: Our complex consumers are clear on aspirations, conscious of value & uncompromising on quality, say panelistsThe eclectic set of panelists included IHCL MD and CEO Puneet Chhatwal, Mercedes-Benz India MD and CEO Santosh Iyer, Amul MD Jayen Mehta, a...
Earnings recovery still not priced in, says Kotak Life's Hemant KanawalaIndia's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of...
- AI capex slowdown could derail India's cyclical recovery, weigh on growth: Nuvama
Any slowdown in the global artificial intelligence (AI) capital expenditure boom could pose a significant risk to India's ongoing cyclical ...
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
Private capex confidence still catching up as uncertainty clouds investment decisionsCompanies are deferring investments due to uncertain demand and volatile commodity prices. Large capital projects require confidence in fut...
ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
Paper industry's 'measured improvement' masks subdued demand and reliance on cost cuts, experts warnIndia's writing and printing paper industry anticipates measured improvement this fiscal year. Operating margins are projected to expand si...
Axis Bank expands corporate play beyond loans, shuns price warAxis Bank is broadening its corporate banking services beyond just lending. The lender targets fee income and low-cost deposits from corpor...