Synopsis: Midwest is transforming from a granite-focused company into a diversified minerals player through investments in quartz, high-purity quartz, rare earth oxides, and heavy mineral sands. With exposure to solar, semiconductor, and magnet supply chains, the...
Synopsis: KRN Heat Exchanger and Aeroflex Industries are targeting the data centre cooling opportunity through two very different approaches. One is focused on heat exchangers and cooling systems, while the other is betting on liquid cooling solutions. As AI-driven...
Synopsis: Poly Medicure is leveraging its Brazil expansion to strengthen its presence in Latin America’s $13–15 billion medical device market. Through the acquisition of Medyneo, regulatory approvals, and direct-market access, the company aims to accelerate...
Synopsis: Info Edge (India) Ltd continued showing steady growth across recruitment and digital platforms while focusing on AI-led expansion, operational improvement, and strengthening long-term monetisation despite softer hiring conditions. The share of this mid cap...
Synopsis: Kaynes Technology was once one of the market’s biggest electronics manufacturing success stories, but the stock has fallen nearly 60 percent from its Rs. 7,700 peak. With accounting concerns, missed expectations and execution challenges on one side, and...
Synopsis: A specialty chemical giant bets big on battery materials, even as early-stage losses weigh on consolidated earnings and the transition story unfolds. India’s energy transition is creating a parallel race in the materials that power it. Lithium-ion...
Synopsis: India’s investor growth engine is slowing, creating new questions for capital market infrastructure players. Despite its dominant position, NSDL now faces a changing market environment where growth may not come as easily as before. Can technology, scale and...
Synopsis: OBSC Perfection is evolving beyond automotive machining into a diversified precision engineering company with growing exposure to defence, humanoid robotics and aerospace. Strong export growth, a Rs 1,200 crore order book, integrated manufacturing...
Synopsis: A niche aviation company is operating in a market that could nearly double in size over the next few years. With fleet expansion plans, rising demand from affluent travellers and a high-entry-barrier industry, could this under-the-radar player emerge as an ...
Synopsis: E.I.D. Parry is accelerating its FMCG pivot to reduce dependence on the cyclical sugar business. Despite sugar realisations improving to nearly ₹40/kg from ₹37.69/kg last year, rising cane costs and stagnant ethanol prices continue to pressure profitability....
