Rising AI Pressure, Weak Q3 Performance Weigh on Capillary Shares
Capillary Technologies' shares fell 35% after a weak Q3, with net profit down 30% and AI competition raising concerns. Management argues its ledger‑based SaaS model, high switching costs, and fixed‑cost structure limit AI impact. The firm added 12 clients, grew its order book to Rs 66 crore, and acquired SessionM for $20 million to boost growth. Despite expanding EBITDA margin to 13%, the stock trades below IPO levels amid sector sentiment.
Can MAS Financial Sustain Its Outperformance on Strong Growth Momentum?
MAS Financial Services (MFSL) posted double‑digit year‑on‑year growth in assets under management, revenue and net profit for the December 2025 quarter and the first nine months of FY 26, driving its stock up 9% versus the BSE Financial Services index. The...
Shares of Local Oil Explorers Surge on Supply Disruption Fears
Shares of Indian upstream explorers jumped as Brent crude breached $71 per barrel amid renewed US‑Iran tensions and temporary Strait of Hormuz closures. Oil India rose 5.2% and ONGC gained 3.6%, while downstream marketers HPCL and BPCL slipped nearly 5%...
Asian Paints Faces Near-Term Headwinds as Weak Q3 Dampens Sentiment
Asian Paints reported an 8% growth in decorative volumes for Q3, slowing from the 11% pace in the prior quarter, and saw its EBITDA margin expand to 20.1% on lower raw‑material costs. The company retained its FY‑26 guidance of 8‑10%...
Govt Plans ‘Champion CPSEs’ for Viksit Bharat by 2047, NITI Aayog Roadmap Soon
India is preparing a roadmap to create ‘champion’ central public sector enterprises (CPSEs) that will drive economic growth and technological advancement toward a developed nation status by 2047. The plan, drafted by NITI Aayog in coordination with the finance ministry,...
HUL Shares Down 3% as Q3 PAT Falls 30% YoY to Rs 2,118 Crore
Hindustan Unilever reported a 30% YoY drop in Q3 profit from continuing operations, falling to Rs 2,188 crore, while total net profit surged 121% to Rs 6,603 crore due to one‑off portfolio transformation gains. Revenue from continuing operations rose 5.6% YoY to Rs 16,441 crore and...
HUL Sees Demand Recovery as Rural, Urban Traction Improves; Q3 Volumes Rise 4%
Hindustan Unilever Ltd (HUL) reported a 4% year‑on‑year sales‑volume increase in the December quarter, ending a period of flat growth. Operating margin slipped 70 basis points to 23.3% after labour‑code charges, yet stayed above the company’s 22‑23% guidance. Net profit...
