Synopsis: India’s largest multiplex operator has delivered record revenue, EBITDA, and profit in FY26. But the real story is not the earnings recovery. It is the near-elimination of debt after years of post-COVID and merger-related balance sheet stress, a shift that...
Synopsis: While Dalal Street continues chasing AI, defence, and new-age themes, several lesser-known companies are quietly dominating tier 2 and tier 3 India through deep distribution, niche leadership, and sticky customer relationships. From rural banking and...
Synopsis: After a difficult FY26 impacted by US tariffs and West Asia disruptions, Jash Engineering is entering FY27 with an ₹827 crore order book, easing export headwinds, and a long-term ₹1,500 crore revenue target by FY30-31. The question is whether the market is...
Synopsis: Luxury housing demand in India is accelerating rapidly after multiple ultra-premium projects delivered record bookings. Developers are now aggressively expanding luxury pipelines as rising wealth creation, scarce premium land, and stronger profitability make...
Synopsis: A subsidiary of Inox Wind has acquired 3 GW solar module manufacturing capacity and access to another 3 GW cell manufacturing facility in the U.S. through a $750 million Boviet Solar deal. The acquisition gives the group direct exposure to America’s...
Synopsis: Adani Group stocks rallied sharply after reports emerged that the US Department of Justice is dropping fraud charges against Gautam Adani and Sagar Adani. But the bigger story may be the reported $10 billion US investment proposal and what it signals about...
Synopsis: India’s EV boom is reducing oil dependency but creating a new $13.7 billion battery import problem. As reliance shifts toward Chinese-controlled lithium, cobalt, and battery materials, the real long-term winners may not be EV makers themselves, but companies...
Synopsis: The government plans to dilute 5–10% stakes in major railway PSUs including IRCTC, IRFC, RVNL, IRCON, RITES, RailTel, and CONCOR as part of its FY27 monetisation target. While the move could create nearly ₹11,000 to ₹25,000 crore worth of supply pressure,...
Synopsis: India’s fertilizer sector is facing simultaneous pressure from rising phosphate prices, China’s sulphur-related export restrictions, West Asia supply disruptions, and subsidy uncertainty. While the entire industry faces input cost stress, companies with...
Synopsis: Keystone Realtors delivered strong FY26 pre-sales growth, but the bigger story is improving cash flows, disciplined debt management, and a growing Mumbai redevelopment pipeline that is gradually creating a more structural long-term business model. Mumbai’s...
