Kotak Mahindra Bank’s third-quarter performance for FY26 reinforces a familiar but increasingly convincing narrative: steady earnings delivery, disciplined balance sheet growth, and visible stabili
News in Focus


Axis Bank’s Q3FY26 performance marks a return to earnings normalcy, free of one-off distortions, even as margin pressures persist in a shifting rate environment.

Coforge Limited delivered a mixed operational performance in Q3FY26, missing revenue and profitability estimates, yet reinforcing its long-term investment thesis through a sharply expanding order b

DLF's Q3FY26 performance may appear underwhelming at first glance, but a deeper examination suggests that the company’s long-term growth trajectory remains firmly intact.

Axis Securities has reiterated its BUY call on Kotak Mahindra Bank Limited, assigning a target price of Rs 515, implying an upside of 22% from current levels.

Indian Bank’s Q3FY26 performance underscores a phase of measured consolidation rather than aggressive expansion.
Main Regional Stories

Dr Reddy’s Laboratories is navigating a critical transition phase as legacy gains from gRevlimid taper off, even as the company lays the groundwork for its next multi-year growth cycle.

UltraTech Cement, India’s largest cement manufacturer, continues to outpace industry growth as capacity expansion, operational efficiencies, and infrastructure-led demand converge into a multi-year growth cycle.

Gujarat Themis Biosyn Limited (GTBL), a niche pharmaceutical manufacturer specializing in fermentation-based intermediates, is entering a decisive phase of strategic evolution. BP Equities Pvt. Ltd.

Motilal Oswal Financial Services has reiterated a BUY call on Suzlon Energy, arguing that the recent correction in the stock has created a compelling risk-reward setup at a time when India’s renewable energy architecture is quietly re-tilting in f
midst trust and worry about the project’s future.
The Reserve Bank of India (RBI) plans to permit Foreign Institutional Investors (FIIs) registered with market regulator SEBI and sub-accounts of FIIs to short sell, lend and borrow equity shares of India companies from February 1, 2008.








