Bajaj Finance Q2 Preview: Earnings, NII expected to rise 23% YoY; seen strong AUM growth

Bajaj Finance (BAF) is expected to report another stable quarter when it announces its FY26 results, with both earnings and net interest income (NII) likely to grow around 23% year-on-year, supported by robust loan growth, stable margins and healthy asset quality across segments.Estimates from brokers suggest that assets under management (AUM) of the non-banking financial […]

IPO calendar: Busy week ahead with PhysicsWallah, Emmvee and Tenneco leading Rs 10,000 crore line-up

The primary market remains a red-hot one, with five IPOs, three in the mainboard and two in the SME segment, opening for subscription between November 11 and 14. Together, these offerings aim to raise more than Rs 10,000 crore, spanning sectors from education and clean energy to automotive technology and pharmaceuticals. Motherboard IPOs 1) PhysicsWallah […]

Titan Q2 Preview: Earnings Could Rise 38% YoY; The growth of jewelry is declining due to high gold prices3.

Titan Company Ltd is expected to post strong year-on-year profit growth for the July-September quarter (Q2 FY26), helped by a low base and stable performance in its core businesses. According to an average of six brokers, consumer giant Tata Group’s revenue is expected to grow about 10% year-on-year, while net profit could rise 38%, helped […]

Bharti Airtel Q2 Preview: PAT could increase by 64% on stable performance in India and Africa

Bharti Airtel is expected to report a strong set of numbers for the July-September quarter (Q2 FY26), driven by steady growth in its Indian mobile business, resilient performance in Africa and continued gains in its home broadband and business segments. According to an average of six brokers, the company’s consolidated revenue is expected to grow […]

Markets pricey with modest earnings per share growth; cars, hospitality offer opportunities: Venkatesh Balasubramaniam of JM Financial

Venkatesh Balasubramaniam of JM Financial shared a comprehensive view of the Indian equity markets and highlighted the challenges and opportunities in the current environment. He highlighted that markets are trading at high valuations, with aggregate indices trading at nearly 23 to 24 times forward one-year earnings – roughly one standard deviation above the average. While […]

HUL Q2 Preview: Profits may decline 5% YoY due to GST transition, causing weak demand to impact profits

FMCG giant Hindustan Unilever Ltd (HUL) is expected to post a subdued performance in the September quarter as the recent GST rate cuts and prolonged monsoon disrupted sales momentum even as weak underlying demand and destocking weighed on volumes. According to an average of six brokers, HUL’s revenue is likely to grow only 1% year-on-year, […]