Core Investor Group

Plant visit node StoxBox

Sector Outlook: Positive Scaling the Automated Frontier in Indian Logistics During our visit to Delhivery’s Lonad Bhiwandi facility, we observed […]

Chemical updates StoxBox

Input cost inflation and supply volatility to pressure margins; Specialty segment stands resilient The chemical sector witnessed a broad-based surge […]

cement monthly update

Prices edge up amid muted demand; Recovery expected in coming months We interacted with cement dealers across various regions to […]

chemical monthly updates 2026

Chemical prices stabilizing despite geopolitical volatility and evolving supply dynamics The chemical sector witnessed a broadly firm pricing environment in […]

plan visit note

Sector Outlook: Positive Diversified specialty expansion driving scalable growth and margin improvement We recently met the management of Gem Aromatics […]

quarterly result 2026

Sector Outlook: Positive Branded strength and global expansion propel sustained growth across key markets Torrent Pharma reported revenue growth of […]

quarterly result 2026

Sector Outlook: Positive Strong margin anchors performance; Outlook remains structural Fiem Industries delivered a slightly mixed Q3FY26 performance, with revenue […]

quarterly result update 2026

Sector Outlook: Positive Robust demand drives performance; Sustainable upcycle underpins outlook Ashok Leyland delivered a strong Q3FY26 performance, with standalone […]

cement monthly update

Early signs of price stability amid gradual demand recovery We interacted with cement dealers across regions to assess pricing trends […]

quarterly result update 2026

Sector Outlook: Neutral Sustained tractor momentum drives growth; operating strength underpin earnings trajectory The company reported a strong Q3FY26 performance, […]