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Consumer Cyclical

Meesho Reports 43% Yoy Nmv Growth in Q4

Meesho reports 43% YoY NMV growth in Q4 FY26, with narrowed losses and improved margins as AI-led investments boost unit economics.

Shruti singh - TradeAlone

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Meesho Reports 43% Yoy Nmv Growth in Q4 - TradeAlone

Meesho, India’s largest e-commerce platform, today announced its financial results for Q4 FY26 and full year ended March 31, 2026. In Q4 FY26, the company reported NMV of ₹11,371 Cr, up ~43% YoY, with 717 million orders (+43% YoY), driven by continued new user onboarding and deeper engagement from existing cohorts.

Margin Recovery and Operating Discipline

The quarter also saw a sharp recovery in contribution margin to 4.0% of NMV and an improvement of 245 bps QoQ in Adjusted EBITDA (Marketplace) to -1.7% of NMV, driven by logistics cost normalization, network optimization, and operating leverage at scale.

Continued Investments in AI and Platform Infrastructure

A full stack investment across accessibility, trust and transactability drove higher conversion for new consumers, enabling the company to accelerate ATU growth. PRISM, Meesho’s recommendation engine, enhanced intent-aware discovery and feed relevance.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Meesho Limited

Meesho Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

MEESHO
Consumer Cyclical › Internet Retail
CONSOLIDATING UP
38
Fundamental
78
Technical
59
Overall

1W +3.87%
1M +2.47%
3M +25.25%
Cap: Large
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Meesho rises 29.7% over three months, with buying pressure holding steady. Margins at 22.5% are impressive but need to be sustained — any compression would be a red flag. 3 loss quarters over five years is a serious red flag — earnings quality is poor and recovery is not guaranteed. The stock holds at 55% of its 52-week range with RSI at 63. In other words, neither side has a clear edge right now. The stock rises 29.7% in three months. Yet revenue grows at only 28.0% and the PEG stands at 99.00. Either the market prices in a turnaround that has not shown up yet, or this is momentum without substance. Check the next two earnings prints before drawing conclusions. Check Fundamentals of Meesho Limited.

Consumer Cyclical

Kalyan Jewellers India Limited (kalyankjil) Q2 FY27: Revenue Surpasses Rs 10,300 Crore, PAT Rises 64%

Kalyan Jewellers India Limited (NSE: KALYANKJIL) reports strong Q2 FY27 results with revenue of Rs 10,323 crore and PAT of Rs 427 crore.

Pranab Tyagi at TradeAlone

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Kalyan Jewellers India Limited NSE Kalyankjil Q2 FY27 Results

Kalyan Jewellers India Limited (NSE: KALYANKJIL) reported consolidated revenue of Rs 10,323 crore for Q2 FY27, marking a 31% growth compared to the same period last year. The company’s profit after tax (PAT) for the quarter stood at Rs 427 crore, reflecting a significant 64% increase. The robust performance is attributed to the festive season, particularly during Navratri and Dhanteras, which saw a surge in sales. Mr. Ramesh Kalyanaraman, Executive Director, expressed optimism about the upcoming wedding season and the overall growth trajectory.

Strong Festive Sales Boost Revenue

The festive season played a crucial role in driving the revenue growth. Kalyan Jewellers witnessed a particularly strong performance during Navratri and Dhanteras, leading to a notable increase in both revenue and profit. The company’s ability to cater to the diverse needs of its customers with its wide range of traditional and contemporary jewellery designs was a key factor in this success.

Outlook for Wedding Season

Looking ahead, Kalyan Jewellers remains confident about the wedding season, which is expected to further bolster sales. The company’s extensive network of 546 showrooms across India, the US, UK, and the Middle East, combined with its innovative approach to pricing and quality, positions it well for sustained growth. The encouraging results for Q2 FY27 underscore the company’s strong market presence and operational efficiency.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Kalyan Jewellers India Limited

Kalyan Jewellers India Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

KALYANKJIL
Consumer Cyclical › Luxury Goods
BREAKOUT
84
Fundamental
92
Technical
89
Overall

1W +10.83%
1M +10.29%
3M +1.46%
P/E: 44.1 Cap: Large
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Kalyan holds in the upper half of its 52-week range, a sign the market backs the stock. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue grows at 36.4% and profits at 46.1% CAGR. Both numbers are exceptional. The stock trades at 88% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 36.4%, profits at 46.1%, and the PEG sits at 0.96 — below its growth rate. That combination is rare. Check Fundamentals of Kalyan Jewellers India Limited.

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Auto Parts

Tvs Srichakra Limited (tvssrichak) Anticipates Late Announcement: Exploring the Intrigue

TVS Srichakra Limited (TVSSRICHAK) hints at a late announcement on November 10, 2026, sparking curiosity about the upcoming event.

shalini shishodia tradealone

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Tvs Srichakra Limited Tvssrichak November Announcement

TVS Srichakra Limited (TVSSRICHAK) has sparked curiosity among investors and analysts with a hint of a late announcement on November 10, 2026. The company, renowned for its leading position in the manufacturing and export of two, three-wheeler, and off-highway tyres, has not disclosed the specifics of the announcement, fueling speculation about its nature and potential impact.

Company Background

Incorporated in 1982, TVS Srichakra Limited is a pivotal part of the USD 5 Billion TVS Mobility group. With cutting-edge technology and global research and development capabilities, the company produces industry-leading tyres for the automotive sector both in India and globally. The firm’s manufacturing facilities in Madurai and Rudrapur, along with its design centre in Milan, Italy, underscore its commitment to innovation and quality.

Market Presence

TVS Srichakra’s products are available in over 85 countries, and the company enjoys a significant market share in both the original equipment manufacturers and replacement markets in India. Its robust network of distributors and dealers further strengthens its market presence.

As the anticipation builds around the November announcement, market watchers are keen to understand what new developments or strategic initiatives TVS Srichakra Limited might be unveiling. The company’s ability to maintain a strong market position and drive innovation positions it well to potentially leverage this announcement for further growth and expansion.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of TVS Srichakra Limited

TVS Srichakra Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

TVSSRICHAK
Consumer Cyclical › Auto Parts
CONSOLIDATING DOWN
38
Fundamental
54
Technical
47
Overall

1W -0.74%
1M -2.51%
3M +8.1%
P/E: 35.3 Cap: Small
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TVS posts a 4.5% three-month gain, but softens in the last few weeks. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at 6.8% CAGR. That signals structural headwinds, not a short-term blip. The stock gives back 8.0% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 6.8% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of TVS Srichakra Limited.

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Auto Parts

Mrf Limited (NSE: MRF) Q2 FY27: Profit Up 44%, Revenue Rises 17%

MRF Limited (NSE: MRF) reports a 44% profit increase and a 17% revenue rise for Q2 FY27, driven by strong sales despite raw material cost pressures.

Pranab Tyagi at TradeAlone

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Mrf Limited NSE MRF Q2 FY27 Results

MRF Limited (NSE: MRF) announced its consolidated financial results for the quarter ended 30th September 2026. The company reported a consolidated total income of Rs 8791.58 Crores compared to Rs 7489.00 Crores for the corresponding quarter of FY26. The consolidated profit before tax stood at Rs 521.81 Crores, up from Rs 700.45 Crores in the same quarter last year. After making provision for tax, the consolidated net profit for the quarter ended 30th September 2026 is Rs 386.99 Crores compared to Rs 527.43 Crores for the corresponding quarter ended 30th September 2025.

Strong Double Digit Sales Growth

The company delivered strong double-digit sales growth in the second quarter. This growth was capitalized on sustained demand for the company’s products from both OEM and replacement segments. Despite the steep increase in prices of raw materials due to global uncertainties adversely affecting profitability during the quarter, price increase and cost-saving measures by the company helped mitigate cost pressures.

Forward Looking Statement

The company anticipates continued disruptions and volatility in commodity markets. Raw material and logistics costs are expected to remain elevated. MRF will continue to take measured steps to address these challenges. Additionally, the Board of Directors have declared an interim dividend of Rs 3/- (30%) per share of Rs. 10 each for the financial year ending 31st March, 2027.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of MRF Limited

MRF Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

MRF
Consumer Cyclical › Auto Parts
APPROACHING SUPPORT
66
Fundamental
56
Technical
61
Overall

1W +2.62%
1M +2.47%
3M -4.59%
P/E: 22 Cap: Large
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MRF trades in the lower quarter of its 52-week range. The PEG of 0.46 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Thin margins at 7.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The stock sits at 3% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 10.6% CAGR — a respectable pace. However, the stock drops 6.0% in three months without an obvious fundamental trigger. Sector-wide pressure or a valuation re-rating can persist for longer than expected. Therefore, there is no rush to step in. Check Fundamentals of MRF Limited.

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