Mangalam Maloo

Nirmalya Kumar and Rajesh Dahiya weigh in on Tata Group governance after N Chandrasekaran's exit, with the next chairman facing key succession and business challenges.

Apollo Hospitals MD Suneeta Reddy outlines plans to add 5,000 beds over five years, funded through internal cash flow, while targeting 20% growth.

Shailesh Sharma, Managing Director of SKF India, said the company is ramping up capacity with a capex plan of nearly ₹500 crore through 2028. A significant portion of the investment is being made in 2026, with the company already spending close to ₹170 crore this year.

Elara Capital's Karan Taurani raises his weightage toward Eternal over Swiggy in quick commerce, citing inconsistent profitability at Swiggy, while naming Trent, United Spirits, Radico Khaitan, Sun TV and PVR Inox among his top picks across retail, alcobev and media.

Honasa Consumer's run of solid performance continued in the June quarter. However, brokerages were mixed on the stock, with with Jefferies and Emkay Global raising their price targets by 15% and 10%, respectively, and CLSA, JPMorgan having "hold" and "underweight" recommendations, each.

Brainbees Solutions' net loss narrowed to ₹43.9 crore in the June quarter from ₹66.5 crore in the previous fiscal. Its earnings before interest taxes depreciation and amortization (EBITDA) increased 80% to ₹59.6 crore from ₹33.1 crore last year.

Shalini Mandhana, Joint CFO of Solar Industries, said the company is optimistic about achieving the target and may review its guidance after the first half of the financial year.

Sunu Mathew, Founder & MD of LEAP India said material handling equipment (MHE) rental and automotive component manufacturing will also drive growth, with pallets expected to contribute around 66% of revenue over the next three years.

Minda Corporation expects to maintain its margin guidance while growing faster than the auto industry, supported by passenger vehicle expansion, EV products and new launches. The company also expects commodity cost pressures to be offset through pass-through mechanisms during the year.

Hemant Bakshi, MD & Global CEO of EPL said the company is also targeting $35-50 million in merger synergies and expects to become a $1 billion revenue company early next year once the merger is completed.