06 Nov 2026 Deepak Nitrite Ltd. - Result Update – 06 November 2026
While pricing volatility and geopolitical disruptions continue to impact the global chemi...
05 Nov 2026 State Bank of India Ltd. - Result Update – 05 November 2026
At ~?970 (~10% below our last note), SBI trades at an undemanding ~0.93x FY28E P/ABV (cor...
03 Nov 2026 Diwali Picks 2026 - 03 November 2026
Diwali Picks 2026 - 03 November 2026
29 Oct 2026 IDFC First Bank Ltd.- Light House Update – 29 October 2026
IDFC FIRST Bank's Q2FY27 reinforced the operating-leverage story. PAT of ?10.45bn was nea...
28 Oct 2026 Au Small Finance Bank Ltd.- Light House Update – 28 October 2026
Against that, H1FY27 credit cost of ~73–74bps sits well below ~90bps guidance, ~25%-plus ...
28 Oct 2026 Tata Consumer Products Ltd. - Light House Update – 28 October 2026
Near-term earnings visibility is improving, supported by three factors. First, cumulative...
21 Oct 2026 HDFC Bank Ltd. - Light House Update – 21 October 2026
HDFC Bank’s Q2FY27 was in line: PAT of ?195.1bn (+4.7% YoY), NII +9.7% and a 39.1% cost-t...
21 Oct 2026 ICICI Bank Ltd. - Light House Update – 21 October 2026
ICICI Bank delivered a clean beat in Q2FY27 — core operating profit grew 21.8% YoY (25.0%...
19 Oct 2026 Karur Vysya Bank Ltd. - Light House Update – 19 October 2026
At CMP ?355.6 the stock trades at 2.1x FY27E and 1.77x FY28E ABV with a ~20% RoE — undema...
26 Aug 2026 Mahindra Logistics Ltd. - Light House Update – 26 August 2026
Mahindra Logistics has strengthened its operating model, improved execution, and returned...
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