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UltraTech Enters India’s ₹1 Lakh Crore Wires & Cables Market: Who Should Really Be Worried?
UltraTech’s entry into India’s wires and cables market has suddenly put the entire sector under the spotlight. Polycab, KEI, RR Kabel and several other cable stocks reacted as investors assessed what the arrival of an Aditya Birla Group company could mean for competition. But there is a problem with treating every cable company alike. UltraTech…
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FMCG Stocks After the De-Rating: Which Quality Companies Are Finally Worth Buying? (PART 2)
A stock falling 30% doesn’t automatically make it cheap. That’s probably the most important principle to remember while looking at the current FMCG correction. If a stock trading at 80 times earnings falls 25%, it may simply move from ridiculously expensive to very expensive. On the other hand, if a high-quality business falls sharply while…
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The Great FMCG De-Rating: Why Are India’s Consumer Giants Losing Their Premium?
For decades, Indian FMCG stocks occupied a privileged corner of the stock market. Companies such as Hindustan Unilever, Nestlé India, Britannia, Dabur and Colgate were rarely considered cheap. Investors willingly paid 40, 50 or even 70 times earnings because these businesses offered something that most companies could not: predictable demand, powerful brands, excellent cash generation,…
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ITC Infotech–Happiest Minds Deal: Value Unlocking for ITC Share holders?
India’s IT services sector could soon have another sizeable listed player. ITC Limited, through its wholly owned subsidiary ITC Infotech, has announced a strategic transaction with Happiest Minds Technologies that goes far beyond a conventional acquisition. ITC Infotech will first acquire around 22.1% of Happiest Minds from its promoters for approximately ₹1,330 crore in cash.…
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The Middlemen Who Mint Money on Every Stock Market Listing
When an IPO hits the market, almost all the attention goes to the company. How much money is it raising? What is the IPO valuation? Is the issue oversubscribed? What will be the listing gain? And, of course, the big question: Should you subscribe or stay away? But behind every IPO is another interesting business…
IPO News
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August 22, 2026Augmont Enterprises IPO: Is This Unique Bullion Platform Worth Investing In?
India is one of the world’s largest consumers of gold, yet a significant part of the country’s bullion trade continues to operate through a fragmentedRead more -
August 21, 2026Tempsens Instruments IPO: Strong Niche Business, But Is the Valuation Too Hot?
Tempsens Instruments operates in a part of the industrial economy that rarely attracts much attention from retail investors. Its products may represent only a tinyRead more -
August 19, 2026Gaja Capital IPO: Could India’s First Listed Private Equity Firm Command a Scarcity Premium?
India’s private equity boom may finally be getting a listed proxy. Gaja Alternative Asset Management, better known as Gaja Capital, is coming to the publicRead more