Equirus Securities – Adani Ports 1QFY27: Margins Hold Firm, International Scale-Up Accelerates – Maintain LONG

July 30: ADSEZ delivered a strong 1QFY27 performance, with revenue and EBITDA growing 19 percentage year-on-year, despite muted domestic cargo growth and geopolitical disruptions. Domestic port EBITDA margins remained resilient at approximately 74percentage, while international margins improved to 42percentage, driven by Colombo’s ramp-up and the integration of high-margin Australian operations.…

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Mahindra Lifespace Developers 1QFY27 Results: Healthy Start to the Year; Upside Priced In, Recommendation Revised to ADD

Mumbai, July 30: Mahindra Lifespace Developers has made a healthy start to FY27, with its first-quarter performance reflecting steady business momentum and a positive operational outlook. The company’s performance provides a constructive foundation for the year, supported by continued execution across its development portfolio. According to Equirus Securities, the company’s…

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IIM Kozhikode Launches Executive Programme in Product Innovation with AI & Agentic AI to Prepare the Next Generation of AI-First Product Builders

The role of product professionals is undergoing a fundamental shift. AI is transforming how products are discovered, designed, built, and improved. Product professionals are increasingly expected to move beyond managing roadmaps and features to designing intelligent experiences, automating workflows, and building AI-powered products. To stay relevant, professionals must develop the capabilities to identify AI opportunities, drive product innovation, rapidly prototype solutions,…

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India Maintains Strong Economic Momentum as Global Uncertainties Persist

New Delhi, July 30: India’s economy continues to show resilience despite challenges in the global environment, according to the latest Finance Ministry report. The assessment highlights that strong domestic demand, steady investment, and ongoing policy support are helping the country maintain its growth momentum. The report noted that while factors such…

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Equirus Securities – Dabur India 1QFY27: Calibrated Pricing to Support Growth; Risk-Reward Improves – Maintain ADD

July 30: Dabur’s consolidated revenue and EBITDA for 1QFY27 grew 11percentage year-on-year to Rs 37.6 billion and Rs 7.4 billion, respectively, supported by 5percentage India FMCG volume growth and healthy pricing. Gross margins expanded 32 basis points YoY to 47.3percentage. Domestic growth was led by Hair Care and Oral Care,…

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Equirus Securities: MAS Financial 1QFY27 – Strong AUM Growth, Better Margins, Stable Asset Quality

July 30: MAS Financial Services Ltd. reported a healthy performance for the first quarter of FY27, with total income growing 29.6 percentage year-on-year  and 4.5percentage quarter-on-quarter  to Rs 3.1 billion, ahead of the estimated Rs 2.9 billion by 4.4percentage. Net interest income  grew 43.9percentage YoY and 15.6 percentage  QoQ to…

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