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Canara Bank (CBK IN) – Q2FY27 Result Update – Balance sheet mix and NIM levers to cushion earnings – BUY
Mangalore Refinery & Petrochemicals (MRPL IN) – Q2FY27 Result Update – Strong refining performance drive EBITDA beat – HOLD
Tata Technologies (TATATECH IN) – Q2FY27 Result Update – Growing deal velocity, but all positives are priced in – REDUCE
BHEL (BHEL IN) – Q2FY27 Result Update – Strong Q2; execution pick up across segments – REDUCE
Waaree Energies (WAAREEEN IN) – Visit Update – Building an Integrated BESS & Inverter Platform – BUY
The Beat – DCX Systems set for a booming upside!
Quant – Thematic – Capex Growth Slows Across Most Sectors in FY26
JSW Steel (JSTL IN) – Q3FY25 Result Update – Better quarter, but HRC situation yet to improve – HOLD
Tata Elxsi (TELX IN) – Q2FY27 Result Update – Strong margin resilience, H2 execution remains key – Accumulate
ICICI Bank (ICICIBC IN) – Q3FY25 Result Update – Asset quality remains best-in-class – BUY
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