Fundamental Pick – Mahindra Logistics 📦📊 A clear turnaround in Q3FY26, with profits returning after 11 quarters, strong revenue growth, and improving performance in the B2B express business, strengthening the long-term outlook. Call Given on 28th January 2026 [Mahindra Logistics fundamental pick, Mahindra Logistics Q3FY26 results, logistics stocks India, supply chain sector India, PL Capital research]
Two power majors. One sector. Very different return stories. [A snapshot comparison of NTPC and PGCIL across valuation, dividends, and long-term returns—highlighting how India’s power sector leaders stack up for investors today.] #PLSectorSpotlight #PowerSector #NTPC #PGCIL #indiainfrastructure #PLSectorSpotlight #PowerSector #NTPC #PGCIL #indiainfrastructure
Budget Session 2026 has begun — and the signals matter more than the speech. Before the numbers arrive, policy intent is taking shape. The Budget Session 2026 signals priorities around execution-led governance, system-driven delivery, and long-term economic growth. #PLBudgetInsights2026 #BudgetSession2026 #IndiaBudget #governance #PLCapital #PLBudgetInsights2026 #BudgetSession2026 #IndiaBudget #governance #PLCapital
FY26 tax growth is changing. Here’s what stands out. [Income tax growth cools, GST stays steady, and corporate tax picks up in FY26—signalling a shift in India’s tax growth mix this Budget.] #PLBudgetInsights2026 #Budget2026 #TaxTrends #IndianEconomy #plcapital #PLBudgetInsights2026 #Budget2026 #TaxTrends #IndianEconomy #plcapital
PVR INOX–4700BC deal decoded: value unlock or growth bet? PVR INOX sells its gourmet popcorn brand 4700BC to Marico in an all-cash deal, unlocking value and sharpening focus on its core business, while Marico strengthens its presence in the premium healthy snacking space. #plcapital l #marketinsights #businessstrategy #pvrinox #marico #plcapital #marketinsights #businessstrategy #pvrinox #marico
India–EU Free Trade Agreement: Market and investment implications 📊 The India–EU Free Trade Agreement marks a structural shift in India’s global trade integration. Lower tariffs, improved market access, and stronger sectoral linkages support export-led growth and long-term competitiveness across manufacturing and services. #indiaeufta #globaltrade #exportgrowth #investmentoutlook #plcapital #indiaeufta #globaltrade #exportgrowth #investmentoutlook #plcapital
How government spending is shifting in FY26 📊 FY26 Budget data highlights a clear reallocation of funds, with higher allocations toward corporate affairs, science & technology and infrastructure, while select ministries see moderation in spending. #PLBudgetInsights2026 #UnionBudget2026 #BudgetAnalysis #IndianEconomy #fiscalpolicy #PLBudgetInsights2026 #UnionBudget2026 #BudgetAnalysis #IndianEconomy #fiscalpolicy
Old vs New tax regime: which one saves more? 💰 As Budget 2026 approaches, salaried taxpayers must choose between the old and new tax regimes. With wider slabs and higher rebates, the new regime is gaining preference, while the old still suits high-deduction cases 📊 #PLBudgetInsights2026 #UnionBudget2026 #TaxPlanning #SalariedTaxpayers #PersonalFinance #PLBudgetInsights2026 #UnionBudget2026 #TaxPlanning #SalariedTaxpayers #PersonalFinance