Thematic Reports

Nuvama Wealth Management is hosting a conference call with management of JTL Industries to discuss the company’s Q2FY26 financial results on Tuesday, November 11, 2025 at 11:00 AM IST.

Swiggy reported a decent set of Q2FY26 numbers with revenue at INR55.6bn, higher than consensus estimate of INR53.2bn. EBITDA loss reduced to -INR8.0bn, in line with consensus estimate of -INR8.0bn. Reported PAT was

Q2 revenue/EBITDA at INR18/5.6bn grew 20%/47% YoY on 30% YoY rise in domestic sales, 63%/40% YoY rise in module/cell production. Highlights: i) Aiming for cell capacity expansion (7GW) 18 months early; raised size of

Groww is India’s largest retail broker in terms of active clients (MS: 26.3%) and Q1FY26 cash/F&O retail market share of 23.1%/14.4%. We also expect Groww to be less hurt by any reduced F&O trading—we estimate a 5% drop

Nuvama Wealth Management is hosting a conference call with the management of Steel Authority of India Limited to discuss the Company’s Q2FY26 financial results on Thursday, October 30, 2025 at 10.00 AM IST.

Nuvama Wealth Management is hosting a conference call with Management of SRF Limited to discuss the financial results of the Company for Q2FY26 on Tuesday, October 28, 2025 at 3.00 PM IST. Mr. Rahul Jain – CFO &

Nuvama Wealth Management is hosting a conference call with Management of KEI Industries Limited to discuss the financial results of the Company for Q2FY26 on Thursday, October 16, 2025 at 12.00 PM IST.

We met with Mr Sorab Agarwal, Whole-Time Director, Mr Rajan Luthra, CFO and Mr Vyom Agarwal, President of Action Construction Equipment (ACE). Management meet takeaways: i) FY26E revenue to post high single-digit growth,

We recently interacted with management of Centum Electronics (CTE), which is a niche, high-reliability electronics player possessing strong Defence, Aerospace and Space linkages (56% of sales). Given a presence across

Conglomerates and industrialists have both played a substantial part in India’s progress. They have not only nurtured entrepreneurship and enhanced access to goods and services, but also established communities and

We are hosting a Expert Call (select group) with Senior Executive, Vijay Sales on the Impact of GST Cut today, 4th September 2025 at 3:30 pm.

We attended Ather Energy’s Community Day 2025. Key highlights: i) Unveiled EL01, the first model on the modular EL platform, allowing for 15% faster assembly, 2x quicker servicing and an extended

We met with CMD Mr Kuldip Singh Rathee and ED Mr Aman Rathee of ASK Automotive. Key insights from management: i) Aluminium light-weighting solutions to be a medium-term growth driver as ASK benefits from industry

Nuvama Wealth Management is hosting a conference call with the management of Aarti Pharmalabs to discuss the Company’s Q1FY26 financial results on Wednesday, August 13, 2025 at 4.00 PM IST. Management will be represented

Nuvama Wealth Management is hosting a conference call with Management of Astral Limited to discuss the financial results of the Company for Q1FY26 on Tuesday, August 12, 2025 at 4.00 PM IST.

Swiggy reported revenue of INR49.6bn in Q1FY26, ahead of consensus estimate of INR48.8bn. EBITDA loss remained elevated at INR-9.5bn, much higher than consensus estimate of INR-8.0bn. Reported PAT loss widened to

Nuvama Wealth Management is hosting a conference call with Management of Oswal Pumps Limited to discuss the financial results of the Company for Q1FY26 on Tuesday, August 5, 2025 at 3.30 PM IST.

Premier’s Q1FY26 revenue was INR18bn (+10% YoY), 4% above consensus, but EBITDA at INR5.5bn (+53% YoY) came in 1% below estimate on inventory loss. Utilisation was strong despite shutdown.

Nuvama Wealth Management is hosting a conference call with Management of Syrma SGS Technology to discuss the financial results of the Company for Q1FY26 on Thursday, July 24, 2025 at 10.30 AM IST. The senior

Nuvama Wealth Management is hosting a conference call with the management of Steel Authority of India Limited to discuss the Company’s Q1FY26 financial results on Monday, July 28, 2025 at 12.00 PM IST. Director