A Trader's Guide To "G" Day | Positioning For "Next-Generation GST Reforms"
​The 56th GST Council Meeting in New Delhi aims to bring next-generation reforms as a "Diwali gift" for consumers, but market indicators suggest a...
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Primer: Voltas Ltd (VOLT IN) - Apr 2026
Voltas stands as India's largest air conditioning brand, consistently holding a leading market share which has recently recovered to around...
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Voltas: Muted Demand Continues Amid Rising Cost Pressures. Maintain ADD
We attended Voltas' analyst group meeting. Management indicated that demand continued to stay subdued in Q3. The industry decline, however, was...
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India's AC Stocks Are Overheating: The Policy Setback!
​DPIIT extends compressor import exemptions under QCO framework till 2027, but margin squeeze continues for AC stocks despite volume caps and PAT...
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The Rupee at 95/$: Sectoral Winners and Losers
​Indian Rupee's decline to 95 per dollar due to trade deficit, oil prices, and capital outflows leads to imported inflation but boosts EPS for IT...
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