Synopsis: Jain Resource Recycling is emerging as a strong copper recycling player backed by global sourcing, diversified products and forward integration into value-added copper segments. With robust revenue growth, expanding margins and policy support for recycled...
Synopsis: Reliance is building a large artificial intelligence and hyperscale data centre ecosystem through massive investments, global partnerships and captive green energy. With gigawatt-scale capacity and a Data Centre as a Service model, analysts estimate the...
Synopsis: ASML is the invisible backbone of modern technology, making the EUV machines that enable advanced chips for iPhones, AI, and data centers. Its decades of R&D, unique supplier network, and integration into global fabs create an unbreakable monopoly, while...
Synopsis: Privi Speciality Chemicals is pursuing a multi-year growth plan through capacity expansion, new molecule launches, and its 5k:1k target, aiming to more than double revenue over the next few years. Export tailwinds, improving JV profitability, strong margins,...
Synopsis: India’s AI and data centre ecosystem had a landmark week, with a wave of big announcements, strategic tie-ups, and massive investment signals pointing to a rapid build-out of digital infrastructure. The momentum reflects rising ambition across the sector and...
Synopsis: A major AI ready data centre operator backed by long term hyperscaler contracts is preparing for a public listing, with strong capacity expansion, NVIDIA certified facilities, and rising revenues. The IPO aims to fund new campuses and reduce debt,...
Synopsis: Infosys’ partnership with Anthropic positions it at the center of a potential USD 300 to 400 billion AI services opportunity by combining Claude models with its Topaz platform to build agentic AI solutions. The move signals a strategic shift from traditional...
Synopsis: E2E Networks, branded as E2E Cloud, is an Indian sovereign cloud provider focused on AI and GPU computing. It offers NVIDIA-powered infrastructure, high-speed Infiniband networking, storage, Kubernetes and its TIR GenAI platform. Rising government and...
Synopsis: Adani Defence & Aerospace is building capabilities across drones, missiles, counter-drone systems, small arms and aircraft MRO rather than focusing only on assembly work. The defence and technology business is still a relatively small part of the group...
Synopsis: Over the past 25 years, several hostile takeovers have reshaped global industries, involving massive deal sizes, intense resistance, and high strategic stakes. From telecom and banking to pharmaceuticals and consumer goods, these acquisitions created...
