Synopsis: A diversified engineering player has posted triple-digit profit growth and is now channelling fresh capital into small arms and ammunition manufacturing, tapping into India’s defence indigenisation push while its core business scales rapidly on...
Synopsis: A veteran wire and cable manufacturer has caught investor attention after domestic institutions sharply raised their stake even as the company navigated a turbulent year of US tariff disruptions. With a debt-free balance sheet, a resilient domestic pivot,...
Synopsis: An ace investor who steadily built his position through 2022 and 2023, then trimmed it just as steadily over the following years, has now seen his stake slip below the disclosure threshold, even as the stock delivered strong multi-year returns. Ace investor...
Synopsis: Several listed companies across pharmaceuticals, defence, jewellery, liquor and real estate are set to turn ex-dividend over the coming week, with payouts ranging from modest single-digit amounts to one exceptionally large special dividend. Investors eyeing...
Synopsis: India’s rooftop solar rollout and rising EV charger demand are opening doors for domestic clean-energy manufacturers. One such player has just reported its strongest quarter as a listed company, with sharp jumps in revenue, EBITDA and profit pointing...
Synopsis: A little-known solar manufacturer just posted triple-digit revenue growth and a nearly 20-fold order book multiple, yet trades at roughly half the sector’s typical valuation multiple. Here’s what’s driving the story. Amid India’s...
Synopsis: A prominent FMCG and edible oil major has slipped sharply from its 52-week peak, even as both foreign and domestic institutional investors have pared back their holdings over the past two quarters. What’s driving the caution? Institutional investors...
Synopsis: A debt-free engineering services player just posted record quarterly numbers, backed by a fresh offshore contract win. With EBITDA margins expanding sharply and cash reserves swelling, is this a quiet compounding story hiding in plain sight? India’s...
Synopsis: A prominent EPC and highway construction player has secured two large highway concession agreements, adding meaningfully to its already sizeable order book, even as recent quarterly and annual profitability moderated from the previous year’s levels....
Synopsis: A well-known name in Dalit Street’s investor circles has picked up a fresh stake in a mining equipment manufacturer that just posted strong June quarter earnings, even as the company doubles down on new battery-powered technology and expands its...
