Synopsis: Neogen Chemicals is transitioning from a specialty chemicals company into a domestic battery materials player as India pushes to localise its EV supply chain. The key question is whether Neogen can become one of India’s first listed suppliers of lithium...
Synopsis: RDB Infrastructure and Power has partnered with Mecpower Solutions for a ₹348.64 crore solar EPC project in Rajasthan that also includes a 25 MWh Battery Energy Storage System (BESS). The project highlights how battery-linked renewable infrastructure is...
Synopsis: Pearl Global Industries shipped a record 78.1 million pieces in FY26 while expanding across five manufacturing geographies. Despite FY26 tariff disruptions, the company managed to shift production rather than lose volume. With Bangladesh expansion nearing...
Synopsis: Kalpataru delivered a sharp FY26 turnaround with Q4 profit jumping over 8x and revenue nearly tripling as major Mumbai projects moved into the delivery phase. But despite the earnings spike, the stock still trades at a market capitalisation of just around...
Synopsis: India has approved a ₹37,500 crore coal gasification push to reduce dependence on imported natural gas, methanol, and ammonia by converting domestic coal into synthetic gas and industrial chemicals. The move creates a new long-term demand channel for coal...
Synopsis: India has extended its merchant shipping subsidy scheme until FY2031 under the Atmanirbhar Bharat initiative, reinforcing its push to strengthen domestic shipping capacity. As geopolitical risks reshape global trade routes, the policy could create a...
Synopsis: India has changed who can own and fund its highways. Pension funds, sovereign wealth funds, and infrastructure investors can now directly bid for BOT toll road projects without any construction experience. The move separates capital ownership from...
Synopsis: India’s electric two-wheeler industry is facing fresh cost pressure as lithium-ion cells, rare earth magnets, and key electronic components become more expensive globally. Companies like Bajaj Auto, Hero MotoCorp, Ather Energy, and Revolt Motors are either...
Synopsis: A small-cap power equipment company is quietly benefiting from India’s ongoing transmission and renewable energy expansion. Strong revenue growth, improving profitability, falling finance costs, and a growing renewable-linked order book are positioning the...
Synopsis: Rising global phosphate prices and West Asia supply disruptions have forced the government to sharply increase fertiliser subsidy support ahead of the Kharif season. While the move protects farmers and supports fertiliser companies, it also creates a new...
