GRAVITA.NSE News

In this briefing: V-Mart Retail Ltd - Quarter With Operational Excellence; Maintain BUY Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! 1. V-Mart Retail Ltd - Quarter With Operational Excellence; Maintain BUY Resilient Performance: V-Mart reported resilient performance in Q3FY26, with revenue growing 9.7% YoY and 39.6% QoQ to Rs 1,126 Cr. The quarter saw a shift in sales due to a larger share of Durga Puja moving to Q2 in FY26 compared with the previous year. Same-store sales growth (SSSG) for V-Mart was flat, while Unlimited stores reported 2% growth, resulting in an overall flat SSSG. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! 1. Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! NIMs to be Maintained at Current Levels; Upside Risk Exists: SLF’s 34bps NIM expansion was aided by improvement in CoF and lower excess liquidity. Furthermore, the company’s incremental CoF stands at 7.73% (without factoring in rating upgrade benefit) vs 8.12% QoQ and outstanding CoF of 8.69% (down 14bps QoQ) in Dec’25. Moreover, the company is yet to accrue benefits from the multiple credit ratings and expects a 30-40bps improvement in CoF in the following quarters.

In this briefing: Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding 1. Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Business Vertical Outlook: Management expects a shift in vertical momentum heading into FY27, with Banking potentially reclaiming the top spot for growth among core verticals, while emerging verticals such as Healthcare and High-tech are projected to continue their rapid expansion. Deal Wins/Pipeline: Total order intake stood at $593 Mn during the quarter, with six large deals signed across North America, Europe, and APAC. The executable order book for the next 12 months rose 30.4% YoY to $1.72 Bn, reflecting strong revenue visibility. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding India Fintech: Who Survives the PIDF Subsidy Cliff? 1. Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Volumes Constrained by Temporary Factors: Overall volumes recorded a marginal sequential uptick in Q3FY26. Plastics witnessed a sharp rebound, with volumes rising 55% QoQ to 3,162 tonnes. Lead volume growth was below expectations due to delays in capacity expansion. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable!

Gravita India Limited ( ($IN:GRAVITA) ) has issued an update. Gravita India Limited has announced that it will hold a one-on-one physical meeting w...

The latest announcement is out from Gravita India Limited ( ($IN:GRAVITA) ). Gravita India Limited has announced a scheduled meeting with analysts ...

In this briefing: Aptus Value Housing Finance India Ltd. - Growth to Accelerate After a Near-Term Hiccup Thematic Report on PSB Consolidation 2.0: UBI-BoI Merger Signals India's Push for Global-Scale Banks Primer: Venus Pipes & Tubes (VENUSPIP IN) - Nov 2025 Zensar Technologies Ltd. - Steady Performance; Moderate Growth Ahead Gravita India Ltd. - Growth Momentum To Pick Up; Maintain BUY 1. Aptus Value Housing Finance India Ltd. - Growth to Accelerate After a Near-Term Hiccup Near-term Impact on Growth Due to Policy Change: The disbursements in Q2 (+3/24% YoY/QoQ) were impacted by rain-related disruptions, alongside the company cautiously discontinuing disbursements in the sub-Rs 7 Lc segment from Jul’25 onwards. This decision reflects its strategic focus of moving up the customer pyramid and steering clear of the MFI-like customer segment and is not based on any asset quality challenges in the segment. While this decision has had an impact on disbursements in Q2, it enables Aptus to enhance borrower quality and strengthen long-term portfolio resilience.

In this briefing: Exzeo Group, Inc. (XZO): Profitable HCI Spinoff Insurtech Drawing Interest from IPO Investors Primer: Electra Battery Materials (ELBM CN) - Nov 2025 Primer: Venus Pipes & Tubes (VENUSPIP IN) - Nov 2025 Zensar Technologies Ltd. - Steady Performance; Moderate Growth Ahead Gravita India Ltd. - Growth Momentum To Pick Up; Maintain BUY 1. Exzeo Group, Inc. (XZO): Profitable HCI Spinoff Insurtech Drawing Interest from IPO Investors Exzeo Group (XZO US), a profitable spin-off from HCI Group, enters the market with exceptional financial discipline under CEO Paresh Patel. With $195 million in annual recurring revenue, 51.6% EBITDA margins, zero debt, and $75 million in free cash flow, Exzeo stands out as a combination of scale and profitability. Books are well oversubscribed heading into pricing, with a Thursday debut anticipated. However, Truist Securities’ role as lead left underwriter introduces some execution uncertainty given its limited IPO track record. 2. Primer: Electra Battery Materials (ELBM CN) - Nov 2025 Electra Battery Materials is strategically positioned to become a key player in the North American electric vehicle (EV) supply chain by establishing the continent's first cobalt sulfate refinery.

In this briefing: Beta Bionics Inc. (BBNX.US): Solid 3Q’25 Results But Valuation Full at Current Levels Topline Flash Note: Oil & Gas Development (OGDC) - Corporate Briefing Key Takeaways Primer: Venus Pipes & Tubes (VENUSPIP IN) - Nov 2025 Zensar Technologies Ltd. - Steady Performance; Moderate Growth Ahead Gravita India Ltd. - Growth Momentum To Pick Up; Maintain BUY 1. Beta Bionics Inc. (BBNX.US): Solid 3Q’25 Results But Valuation Full at Current Levels Beta Bionics Inc. has successfully completed its upsized US IPO in January and sold 13.8M shares at $17.00 per share, above the marketed price range. Maker of the first FDA-cleared insulin delivery device reported better than expected 3Q’25 results, including revenue of $27.3M and an adjusted EBITDA loss of ~$12M. While there is long term potential from interesting pipeline, I believe that the valuation is full, and I would wait a share pull-back before becoming more positive on the stock. 2. Topline Flash Note: Oil & Gas Development (OGDC) - Corporate Briefing Key Takeaways Oil and Gas Development Company (OGDC) held its Analyst Call today to discuss 1QFY26 financial results and future outlook.