Stocks

PB Fintech share price can rise 91%, Bernstein projects in its bullish call; Here's why

• Bernstein sees PB Fintech's direct costs reducing meaningfully in FY28 before normalcy returns
• Lower costs could support PB Fintech earnings if Bernstein's forecast materialises

Fortis distances itself from Daiichi-Singh dispute as Supreme Court permits forensic audit

• Fortis said it had no involvement in the Daiichi Sankyo-Singh brothers dispute
• The Supreme Court allowed the forensic audit to proceed
• Fortis shareholders may watch for any fallout from the audit despite the company denying involvement

Rs 4 lakh crore loss! Why India's storied consumer stocks are languishing near the bottom in 2026

• Major consumer stocks lost nearly ₹4 lakh crore in market value
• The report says demand has upticked despite consumer stocks languishing near the bottom in 2026
• Consumer-stock weakness puts HUL and ITC investors in focus despite an uptick in demand

PB Fintech: the risk was known. Investors chased the stock anyway

• PB Fintech’s stock corrected sharply amid a known regulatory risk
• The risk threatens earnings and the business
• Regulatory risk and valuation pressure expose PB Fintech shareholders to further volatility

PB Fintech Faces 38% FY30 Profit Hit Under 'Max Pain' Scenario; Bernstein Still Sees 91% Upside

• Bernstein's 'max pain' scenario puts PB Fintech FY30 profit at around Rs 20 billion, down from Rs 32 billion
• Bernstein still sees 91% upside
• The scenario raises long-term earnings risk for PB Fintech investors, despite Bernstein's bullish upside view

PB Fintech shares: Macquarie target on battered stock hints at 67% upside

India's AI enablers surge as data centre buildout gathers pace

• India’s AI-linked infrastructure stocks surged despite a weak equity market
• Goldman Sachs identified 42 enablers across power and data centres
• The buildout puts Indian power and data-centre companies in focus

Supreme Court allows independent forensic audit of Fortis transactions in Daiichi dispute

• The Supreme Court declined to interfere with Delhi High Court orders allowing the audit
• The dispute is linked to a ₹3,500 crore arbitral award in Daiichi Sankyo’s favour
• Audit scrutiny may affect Fortis Healthcare investors and the company’s governance outlook

Fortis says independent audit will establish non-involvement in Singh brothers’ share transfers

• Supreme Court cleared the way for an independent forensic audit of the share transfers
• The court said the Delhi High Court’s earlier observations were provisional
• The audit outcome may affect Fortis Healthcare’s governance and investor confidence

Fortis confident of clean chit from audit in Singh brothers’ dispute

• Fortis expects a clean chit from the audit in the Singh brothers’ dispute
• The Supreme Court allowed the audit to proceed while clarifying the Delhi High Court’s observations against Fortis
• The audit outcome may affect Fortis Healthcare’s governance and valuation