Lodha Developers raises over Rs 350 crore via NCDs

Lodha Developers has raised over Rs 350 crore through an issue of non-convertible debentures (NCDs). The company approved the allotment of 35,000 rated, listed, senior, secured, redeemable, taxable, and transferable NCDs on Monday.

Valuations remain stretched; growth hopes pinned on second half recovery: Ashish Gupta

Ashish Gupta of Axis Mutual Fund notes India’s market underperformance compared to global peers despite a global equity rally. While foreign flows have turned positive since April, they remain modest. Gupta emphasizes the need to monitor economic indicators, especially the impact of macro events like tariffs, to gauge future market direction.

Auto sector still pricey despite rural sentiment tailwinds: Ashish Gupta

Ashish Gupta from Axis Mutual Fund suggests a positive outlook for NBFCs and mid-sized banks due to reduced funding costs. Cement sector profitability is recovering, but volume growth is crucial. Industrials show strong topline and margins. Healthcare, especially hospitals and CDMOs, are favored over generic exports. Auto sector is currently underweight due to high margins […]

Anshul Saigal sees re-rating potential in Eternal amid margin surprise

Anshul Saigal of Saigal Capital observes mixed earnings results across sectors like banking and consumer durables, noting market skepticism and reasonable earnings suggest underlying strength. He highlights Eternal’s positive surprise due to margin expansion in quick commerce. Titan’s GCC expansion is viewed favorably, but its premium valuation leaves little room for error.