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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#EMMarkets - Sensex Today Ends 455 Points Lower | Nifty Below 24,600 | Bajaj Finance Down 6%

The BSE Sensex ends 455 points lower, while Nifty ended 65 points lower, down at 24,570.

http://www.eqtm.in/f5KHm
Tech Evolution of a 100 Bagger Stock

How Pidilite expanded its competitive advantage from white wood glue to industrial hot-melts.

Click for More...

https://youtu.be/jvkPFjnPB8o
#EMViewsOnNews: 4 Undervalued Midcap Stocks Trading Near 52-Week High

These four midcaps sit within touching distance of their 52-week highs, yet trade below their own long-term average multiples.

Undervalued Midcaps

Here’s an extract…

Let’s look at 4 midcap undervalued stocks that are trading near 52-week highs.

These midcaps currently trade below their historical price-to-earnings and price-to-book ratios.

Read on…

http://www.eqtm.in/As94S
#EMViewsOnNews - Why Samvardhana Motherson Share Price is Rising

Samvardhana Motherson shares rallied over 6% in intraday trade and touched a fresh 52-week high. Here's what lifted investor sentiment.

http://www.eqtm.in/n4NPe
#EMViewsOnNews: 3 CDMO Stocks with Expanding Margins Amid the Global Pharma Outsourcing Boom

As global pharmaceutical companies outsource more manufacturing, these three Indian CDMO stocks stand out with expanding EBITDA and net profit margins.

http://www.eqtm.in/y8HEn
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#EMViewsOnNews: 5 Bluechip Stocks That Could stage a Comeback in 2026

Here are 5 blue-chip stocks that could bounce back in 2026, as the fundamentals of these business are strong.

Turnaround Candidate Stocks

Here’s an extract…

Foreign Institutional Investor (FII) selling can significantly erode gains in blue-chip stocks even when companies report strong earnings.

This is what seems to have happened in select bluechip stocks over the last few quarters, as FIIs have aggressively sold into Indian equities.

Read on…

http://www.eqtm.in/a5C8R
#EMViewsOnNews: 4 Beaten Down PSU Stocks with Strong Growth Plans

Government capex is at a record high, but these PSU stocks have fallen anyway. What next?

Beaten Down PSU Stocks

Here’s an extract…

Several PSUs lost half their market value from their peaks. All this happened while the government's capital expenditure grew.

In this editorial, we look at four PSU stocks that have been beaten down over the past twelve months but have specific, funded expansion plans.

Read on…

http://www.eqtm.in/w4K5D
#EMViewsOnNews: IRFC Near 52-Week Low: Opportunity or Value Trap?

Railway stocks were the trade nobody wanted to miss two years ago but in 2026, they have been the trade nobody wants, with IRFC caught in the middle of it.

IRFC Outlook

Here’s an extract…

On 31 July, IRFC reported the strongest quarter in its history: record total income, record net worth, record profit after tax, and zero non-performing assets.

This raises a question: is this a dip worth buying, or is the market pricing in something more serious?

Read on…

http://www.eqtm.in/o3S4X
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#EMViewsOnNews: 5 Smallcap Auto Ancillary Stocks with Growth Plans

These five smallcap auto ancillary companies are expanding capacity, entering new segments, and preparing for long-term growth.

Smallcap Auto Ancillary Stocks

Here’s an extract…

The automobile industry recorded a turnover of Rs 7.6 trillion (tn) in FY26 and is expected to grow by 8-10% in FY27, supported by healthy domestic demand and robust exports.

Against this backdrop, many small-cap auto ancillary companies are expanding capacity and diversifying product portfolios to drive their next phase of growth.

Let’s look at five such small-cap auto ancillary companies.

Read on…

http://www.eqtm.in/x8B4Y
#EMViewsOnNews: 5 Hidden Gems in India's EV Supply Chain to Add to Your Watchlist in 2026

We explore five EV supply chain companies based on their business models, financial performance, and role in India's electric mobility transition.

5 Hidden Gems Stock in India's EV Supply Chain

Here’s an extract...

India's electric vehicle industry is creating opportunities not only for EV manufacturers but also for companies supplying critical components across the value chain.

In this editorial, we examine five EV supply chain companies and discuss their business models, financial performance and contribution to India's growing electric mobility ecosystem.

Read on…

http://www.eqtm.in/f3HNn
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#EMViewsOnNews: 5 EV Stocks Riding India's Green Mobility Push

India's electric vehicle revolution is gathering pace. These five companies are well placed to benefit from rising EV adoption through leadership in vehicles, batteries and electric mobility infrastructure.

http://www.eqtm.in/z8B4G
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#EMViewsOnNews: 5 Renewable Energy Stocks with Strong Order Books as of June 2026

These companies have substantial renewable energy order books, providing revenue visibility and supporting long-term earnings growth potential.

http://www.eqtm.in/a2FXs
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#EMViewsOnNews: Long Term Stocks for 2027 Watchlist

Here are three fundamentally strong stocks for your long term watchlist.

http://www.eqtm.in/Gc93B
#EMMarkets - Trent Q1 FY27 Results | Firstsource Solutions Q1 FY27 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/n6R4C
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#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,600 | Trent & Titan Company Top Gainers

Indian share markets are trading higher with Sensex trading 113 points higher, and Nifty is trading 25 points higher.

http://www.eqtm.in/b7RAi
#EMViewsOnNews: 5 Best Dividend Paying Stocks in India

The highest yield is rarely the best dividend. We screened for records that survived a decade and dividends that grew.

Dividend Stocks

Here’s an extract…

We scanned for companies with an unbroken dividend record of at least a decade, covering the pandemic and at least one commodity downturn.

Further, we looked for dividends that have grown over that period.

We also checked the payout ratio to see if the money comes from profit and not borrowing.

And we checked for companies with strong returns on capital, which tells you a business is distributing genuine surplus instead of capital it needs.

Read on…

http://www.eqtm.in/z6P5G
#EMViewsOnNews: 5 Defence Stocks to Add to Your 2027 Watchlist

India's defence budget is not the number that matters. Order book conversion is. Here are five stocks you need to watch.

Defence Stocks to Track

Here’s an extract…

With defence stocks high on valuations, which ones should you have on your 2027 watchlist?

Today, we will discuss five such companies that sit at an inflection point, with heavy order books, contracts signed, dependability, among other things.

Read on…

http://www.eqtm.in/Hg2z8