Equitymaster
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Equitymaster delivers independent, unbiased research on the Indian stock market. Trusted by investors since 1996, we help you build long-term wealth with honest, actionable insights — straight to your phone. https://www.equitymaster.com
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India's Pharma 5.0 Upside: Look Beyond Generics

China's R&D engine has transformed the global medical landscape.

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https://youtu.be/AUgWRzoL5bQ
Kingmaker Stocks

The Invisible Companies Behind India's Biggest Winners

Businesses hiding in plain sight - the businesses that decide who wins, without ever becoming the star themselves.

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http://www.eqtm.in/Ag85B

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#EMViewsOnNews: Is Hindustan Unilever Stock Undervalued?

We look at some valuation parameters of HUL and tell you if the stock is undervalued.

HUL Valuations

Here’s an extract…

Here we examine whether the HUL stock is undervalued.

In doing so, we will compare it to its own 1-year, 3-year, and 5-year median PE.

We will also compare the PE to peers and some indices the company is a part of.

Read on…

http://www.eqtm.in/w6E4S
#EMViewsOnNews: 4 Undervalued AI Stocks to Add to Your Watchlist

Here are 4 undervalued AI stocks with growing AI capabilities and attractive valuations to add to your watchlist.

Undervalued AI Stocks


Here’s an extract…

Artificial intelligence has quietly become part of everyday life.

The pace of adoption has been remarkable, turning AI into one of the most important long-term investment themes.

For investors looking to gain exposure to this fast-growing theme, here are four undervalued Indian stocks worth adding to the watchlist.

Read on…

http://www.eqtm.in/z4ETd
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#EMViewsOnNews: 5 Drone Stocks with Strong Order Books as of June 2026

Explore five drone stocks with strong order books, rising demand, and potential growth opportunities in India’s expanding UAV industry. Drone Stocks to Watch

Here’s an extract…

For FY27, the government earmarked Rs 1,850 billion (bn) for capital acquisition. Drones and unmanned aerial vehicles are explicitly included among the upcoming procurement requirements.

This spending could open up a sizeable opportunity for listed drone companies.

Read on…

http://www.eqtm.in/i6HTo
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#EMViewsOnNews: 4 Optical Fiber Stocks Riding the AI Data Center Boom

The AI boom pays for glass, not cable. Here is where four companies actually stand.

Optical Fiber Stocks

Here’s an extract…

In this editorial, we cover the four optical fiber stocks.

Read on…

http://www.eqtm.in/Qp39D
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#EMViewsOnNews: 3 Fundamentally Strong Stocks Nearing 52-Week Highs

Here is a list of 3 fundamentally strong stocks that are close to their 52-week highs.

Stocks to Watch

Here’s an extract…

Fundamentally strong stocks trading close to their 52-week highs can indicate a combination of improving earnings, strong business prospects and sustained investor confidence.

Read on…

http://www.eqtm.in/z9Q7A
#EMViewsOnNews: NSE vs BSE: Which Stock is Better for Investors?

NSE IPO is heading to the market. But can it match BSE’s extraordinary performance?

NSE vs BSE

Here’s an extract…

BSE was listed on the NSE in February 2017.

In due course NSE will return the favour.

But which is ultimately better?

Read on…

http://www.eqtm.in/Ns9g8
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#EMViewsOnNews: 4 Smallcap Pharma Stocks with Strong Growth Plans to Watch in 2026

We explore five pharma companies based on their business models, growth plans, management guidance and recent financial performance.

4 Small-Cap Pharma Stocks with Growth Plans

Here’s an extract...

India’s pharmaceutical sector is evolving as companies expand manufacturing capacities, introduce new products and strengthen their presence in global markets.

Here, we explore five pharma stocks and look at their business models, growth plans, management guidance and recent financial performance.

Read on…

http://www.eqtm.in/n9H8G
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4 Large & Mid Cap Funds That Turned Rs 10,000 SIP Into Rs 31 Lakhs in 10 Years

For investors seeking a core equity allocation that balances stability with long-term growth, Large & Mid Cap Funds can be a suitable option. Today, we are looking at four large & mid cap funds that turned a simple Rs 10,000 monthly SIP into Rs 31 lakh over 10 years.

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https://youtu.be/XLzBexzuZas
#EMMarkets - Sterlite Technologies Expands Manufacturing Capacity | Tata Power Strengthens Power Transmission in Uttar Pradesh | Top Buzzing Stocks Today

Top cues to track in today’s stock market session.

http://www.eqtm.in/i7DTb
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The Stock Opportunity Most Investors Walk Right Past

They rarely make headlines. They don't advertise on TV. Most investors walk right past them.

A true Kingmaker is different. It cannot be easily replaced.

Discover the 3 Kingmaker Stocks

http://www.eqtm.in/Ag85B

Tap here for details
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#EMMarkets - Sensex Today Trades Lower | Nifty Below 23,900 | Tech Mahindra & Infosys Top Losers

Indian share markets are trading lower with Sensex trading 201 points lower, and Nifty is trading 60 points lower.

http://www.eqtm.in/c5HNm
#EMViewsOnNews: Happiest Minds & ITC Infotech Merger: Value Creation or Value Erosion

Decoding the proposed Happiest Minds - ITC Infotech merger through swap ratio, valuation multiples, and synergy claims to answer whether minority shareholders end up gaining or losing.

Happiest Minds – ITC Infotech Merger


Here’s an extract…

Here we cover the proposed merger of Happiest Minds Technologies with ITC Infotech.

Read on…

http://www.eqtm.in/m2MKc
#EMViewsOnNews: 3 Semiconductor Stocks with Increasing Margins

We look at three Indian semiconductor stocks where revenue growth is translating into better profit margins.

Semiconductor Stocks to Watch

Here’s an extract…

The semiconductor story in India is no longer limited to chip fabrication.

A large part of the opportunity lies in the companies that design, assemble, test, and manufacture electronics.

We looked at three companies where the recent financial performance shows an improvement in profitability.

Read on…

http://www.eqtm.in/Pd54R
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#EMProfitHunter - Shankar Sharma Said Avoid Low-PE Stocks. The Data Says Otherwise

Is buying low-PE stocks in India really a value trap, or does historical data prove otherwise?

Value Stocks or Value Trap?

Here’s an extract…

Shankar Sharma warned against buying low Price-to-Earnings (PE) stocks, suggesting they often turn out to be "value traps".

We decided to test this theory with cold, hard data.

Read on…

http://www.eqtm.in/Zo97S
#EMViewsOnNews: Why PC Jeweller Share Price is Rising

PC Jeweller shares jump 15% today. Here’s what’s behind the sudden rally.

http://www.eqtm.in/i7P3E
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#EMViewsOnNews - 3 Under the Radar Optical Fiber Stocks

Here is a list of 3 optical fiber stocks that can be added to your watchlist as demand surges.

Optical Fiber Stocks

Here’s an extract…

The optical fiber market is projected for robust, structural growth over the next three years, driven by unprecedented connectivity demands.

Here are 3 under-the-radar optical fiber stocks you can track.

Read on…

http://www.eqtm.in/Wx57T
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#EMViewsOnNews - Pros and Cons of Investing in ESDS Software Solution

Should investors consider the stock of ESDS Software Solution after listing? Find out...

ESDS Software Solution Stock Outlook

Here’s an extract…

ESDS Software Solution ltd is in the news after the company made a strong debut on the stock exchanges on Friday, 4 September 2026.
What does the future hold for the stock?

In this editorial, we will assess the pros and cons of investing in ESDS Software Solution.

Read on…

http://www.eqtm.in/m7NEe
#EMViewsOnNews: Why Infosys Share Price is Falling

Infosys shares are down 3.5% today. Here’s what’s fuelling the pressure.

http://www.eqtm.in/Qw7s5