Synopsis: India’s data centre industry is exploding, and that means everyone wants better cooling systems. KRN Heat Exchanger isn’t just dipping a toe in; they’re going for half the market share in big hyperscale projects. India’s data centre scene is exploding,...
Synopsis: Atlanta Electricals, a small-cap company, is riding the waves of the power sector’s T&D business as it boasts a staggering 294 percent jump in its total capacity. With a robust balance sheet, order book and strong fianncials the company is well...
Synopsis: Vodafone Idea is making a significant effort to bounce back after facing financial troubles, huge AGR dues, and subscriber losses. With support from the government, a Rs 45,000 crore investment plan, and renewed confidence from its promoters, can India’s...
Synopsis: Cash makes up nearly 94 percent of this Reliance-backed company’s market value. Despite steady profits and rising income, the stock lags. Is this a deep value or a classic trap? When investors hunt for undervalued stocks, they usually look for businesses...
Synopsis: Gabriel India is in focus after the company unveiled its merger plans in June 2025, where it intends to unlock its business potential by merging other units from its investment vehicle and has a goal of achieving a revenue of Rs 50,000 crore by 2030. The...
Synopsis: India’s draft National Electricity Policy sets out a huge investment plan of Rs 200 trillion by 2047 in the areas of generation, transmission, distribution, and renewables. As the sector undergoes reforms, certain power and infrastructure companies may...
Synopsis: Kaynes Technology is targeting $2 billion in revenue by FY30 despite a recent Q3 miss and guidance cut. With PCB integration, OSAT ramp-up and strong EMS growth plans, the company is betting on execution and scale to drive its next phase of expansion. Kaynes...
Synopsis: NCC holds a record Rs 79,571 crore order book, yet the stock is down nearly 60% from its peak. What’s driving the sharp correction despite strong project wins? Here’s what investors are missing. NCC Ltd has a massive order book of Rs 79,571 crore, and yet,...
Synopsis: Two of the leading energy giants with very different strategies, in which one bets on renewables and diversification, and the other on thermal scale. Q3 shows how that difference matters. Two totally different strategies are at work in India’s power...
Synopsis: This Housing Finance Ltd has rebounded from crisis with cleaner books and retail-led growth. Its GNPA fell from a staggering peak of 8.13% to just 1.04% with consistently rising profits, turning from a stressed lender into a focused housing finance...
