Fintech & Capital Markets: The IPO Boom Saves the Day
Newly listed Billionbrains Garage Ventures (Groww) gave the street an honest look at how regulatory tightening in the Futures & Options (F&O) space is playing out on the ground. While Groww’s consolidated net profit rose a handsome 54% YoY to ₹725 crore, its equity derivatives income dropped 14.3% sequentially due to CAS-related regulatory adjustments. What…
Dalal Street Q2 Diary: Old-School Giants Roar While Tyre Makers and Brokers Feel the Pinch
If there is one thing Indian corporate earnings season never fails to deliver, it’s a reality check. On paper, the market often trades on lofty narratives—who is disrupting whom, which sector is the “next big thing,” and which legacy industries are fading out. Yet, when the actual quarterly scorecards drop on the NSE and BSE,…
A Split Screen on Earnings and its economic analysis
We are one week into the Q2 FY27 earnings season, and the early prints offer an interesting split screen. On the global front, IT heavyweights (TCS and HCL Tech) are showing that enterprise technology budgets haven’t fallen off a cliff. Growth isn’t running at breakneck speed in constant currency terms, but generative AI work is…