Synopsis: Institutional investors have been quietly building positions across a mix of sectors this quarter. From a city gas major undergoing a big corporate restructuring to an EV pioneer and a drone technology leader, foreign and domestic funds have raised their...
Synopsis: India’s largest health insurance claims administrator is quietly becoming an AI technology company. Its software now opens up a market segment worth nearly half the industry, while marquee global investors build positions even as the stock trades well...
Synopsis: As India’s electric vehicle adoption picks up pace, building a reliable charging network is becoming just as important as the vehicles themselves. Several companies making chargers, power equipment and grid solutions are gaining attention as this...
Synopsis: As India’s digital economy expands and cyber threats multiply, demand for security solutions is surging across banking, enterprise and government sectors. A closer look at four listed technology companies with meaningful exposure to this growing space...
Synopsis: A precision components manufacturer is quietly shifting away from its legacy engine-parts business. A fast-growing aerospace and defence unit, fresh global supplier tags, and a bold decade-end revenue target are now driving the growth story. For decades,...
Synopsis: A small-cap engineering stock has doubled in a single quarter, backed by an ace investor’s stake. AI acquisitions, aggressive facility expansion, and a government-backed electronics push are behind the surge – but is the rally justified by the...
Synopsis: A major industrial gear and material handling equipment maker posted double-digit revenue growth and a record order book, yet the stock slid sharply in trade, leaving investors puzzled over the disconnect. Strong headline numbers don’t always translate...
Synopsis: Behind India’s UPI success story sits a quieter network of enablers – payment switches, gateways, identity infrastructure and expense platforms – doing the invisible work that keeps digital money moving. Five companies show how deep this...
Synopsis: A renewable energy company has posted triple-digit profit growth and built a record order book, yet its stock doesn’t seem to reflect this. A closer look at the numbers explains both the strength and the caution points. Sharp revenue growth, expanding...
Synopsis: India’s manufacturing sector is entering a new phase of growth. Companies are no longer focused only on adding capacity – they’re investing in smarter factories, automated production lines, and digital technologies to improve efficiency....
