ITC’s share price corrected sharply in early January 2026, bringing its dividend yield above 4% and reviving investor interest in what has long been considered a defensive, income-generating stock. However, this correction was not random. It was triggered by a significant increase in excise duty on cigarettes, ITC’s most profitable business segment. This article examines … Read more
Why VA Tech Wabag’s Valuation Depends on Order Book Strength VA Tech Wabag is a pure-play water technology company — designing and executing desalination plants, sewage treatment plants (STPs), industrial recycling (ZLD), and long-term O&M contracts. For EPC + O&M players, revenue visibility comes from the order book, not past revenue. For instance, order-book-driven infrastructure … Read more
What Triggered the Sharp Fall? — Operational Chaos Meets Regulatory Shock In the first week of December 2025, shares of InterGlobe Aviation (NSE: INDIGO) plunged about 8.8% in five trading sessions, sliding from roughly ₹5,883 to ₹5,367. The trigger: a perfect storm. Since November 1, new regulatory rules under DGCA (Flight Duty Time Limitations — … Read more
PTC Industries: High Growth, High Expectations PTC Industries has become one of the fastest-growing defense manufacturing companies in India, delivering high-precision castings for aerospace, defense, industrial gas turbines, and energy sectors. This surge in investor interest is driven by: But with the stock trading at ₹18,376/share (Dec 3, 2025) — the big question investors are … Read more
When investors examine high-performing mid-cap IT names, Persistent Systems often stands out. The reason is simple: the company has delivered years of strong growth, improving margins, and exceptional cash generation. But with the stock now trading at ₹6,353 (as on 28th November 2025) many investors are asking a fair question: Is Persistent Systems overvalued in … Read more