Cobrapost found that Cholamandalam moved Rs. 10,000 crore into secret family-owned companies over ten years. They also deposited Rs. 25,000 crore in cash into many different banks. This suggests they are hiding money to make owners rich while the regular public shareholders simply lose out.
TARIL’s stock has dropped 55% after weak results and a governance issue shook investor confidence. The business itself still looks strong, but trust in management needs time to recover. The fall makes the stock interesting, but it’s more of a careful accumulation story than an ‘all-in’ opportunity.
The flight cancellations are primarily due to crew shortages caused by the DGCA’s new safety rules for pilots (FDTL Norms), which mandate longer rest periods. This forces IndiGo, which uses a lean staffing model, to cut flights because it lacks enough pilots to cover the required rest. Consequently, the airline faces higher costs and the stock price has fallen, reflecting a permanent hit to its profitability.
Hindustan Unilever’s competitive advantage is rated as “Only Reasonably Wide”. The current price of Rs. 2,425.55 is significantly overvalued compared to its intrinsic value (<60% of its current price). Consequently, the high valuation is not justified by the company's "Only Reasonable" fundamentals. Report by the Stock Engine.
Tanla Platforms stands out because its core products actually run on blockchain, not just side projects. Its platforms use blockchain to verify messages and build trust as the work for large banks and telecom operators. And unlike other IT firms, Tanla earns real, recurring revenue from these blockchain-based services.
Yes Bank is consolidating after rallying 41% this year. This pause is actually healthy. It will let the market reassess fair value while the bank’s fundamentals keep improving. For long-term investors, this consolidation is a good thing because it tests whether the recovery story is real, and so far, the numbers say it is (I think).
Emmvee Photovoltaic’s IPO valuation looks reasonable and attractive compared to peers like Waaree and Premier Energies. It shows strong profit margins of 30.9% EBITDA and rapid growth, with PAT up 1,177% in FY2025. At a P/E of 40.7 times, it’s cheaper than many rivals, and debt reduction will make it even better.
PhysicsWallah dramatically cut its net losses by 78% and achieved a positive operating profit (EBITDA) in FY 2025. Huge earlier losses were mainly caused by complicated accounting rules related to convertible preference shares, not core operations. This impressive turnaround confirms the financial viability of their affordable, hybrid education model amid rapid expansion
Piramal Finance (PFL) listed on NSE without an IPO due to strict RBI rules that forced its parent company (Piramal Enterprises – PEL) to merge into it by September 2025. This swap gave shareholders one PFL share for each old share of PEL. It saved time and costs while unlocking value in its finance business.
Startups in India burn cash because taxes hit profits hard (up to 52% if paid out as dividends). Instead, they grow fast by spending on ads and users, keeping taxes low at just 15% on share sales later. This boosts valuations for VCs’ quick exits. But is can also nurture such shaky businesses that will easily crumble in tough times.
The Altman Z-Score did flagged Indian failures like Kingfisher Airlines and DHFL as distressed companies. For Kingfisher, it showed negative scores from 2008, warning of trouble years before the 2012 shutdown. DHFL’s low 2019 score similarly predicted its quick bankruptcy collapse.
The Altman Z-Score works well for old factories but can yield wrong interpretations on tech firms like Zomato, Paytm, Lenskart etc. Why? Because it will see their negative cash balances as danger, when it’s actually smart business from holding customer money briefly. For growth stars like Lenskart, it punishes startup losses that fuel big wins later.
