Synopsis: Malls have become one of the most important sources of recurring income for real estate companies. While both Phoenix Mills and Prestige Estates have built sizable retail portfolios, their businesses look very different today. A closer look at the numbers...
Synopsis: As India accelerates naval modernisation and data centre expansion, Shree Refrigerations is emerging as a niche beneficiary. With a 64% share in the naval HVAC segment, a Rs 3,000–3,500 crore addressable opportunity, high entry barriers and a 40% CAGR...
Synopsis: After delivering nearly 100% revenue growth and over 180% profit growth in FY26, Sunlite Recycling is focusing on higher-margin value-added products such as ATC wires and busbars. With capacity expansion, improving EBITDA per tonne, and plans for a copper...
Synopsis: The share of this company delivered around 10x return, rising from Rs 23 to Rs 230 in five years, driven by capacity expansion and stable long-term PPAs. The article outlines how this Adani company delivered a robust return, which is the largest...
Synopsis: Fiem Industries is positioning itself to benefit from India’s growing EV ecosystem through participation in platforms such as TVS iQube, Honda Activa EV, Hero’s upcoming EV models, and Royal Enfield’s EV initiatives. Alongside rising LED...
Synopsis: PGHH’s stock has fallen nearly 50% from its peak despite record profits, strong margins, and a consistent dividend track record. Slowing revenue growth, rising competition, and changing consumer preferences have weighed on valuations. However, category...
Synopsis: Landmark Cars delivered a record FY26, driven by strong luxury vehicle demand, rising EV adoption, and a rapidly growing after-sales business. With Mercedes-Benz witnessing robust demand, BYD expanding its India presence, and EVs contributing over 21% of...
Synopsis: The share of this defence and precision engineering company has delivered close to 400 percent returns in one year, supported by Rs 2,580 crore order book and upgraded FY27 growth guidance driven by clean energy and defence demand. India’s defence...
Synopsis: Jio Platforms’ IPO is largely being discussed for its telecom business, subscriber base and scale. However, the DRHP also contains several lesser-known details that offer a deeper look into how the company operates. From leadership and partnerships to future...
Synopsis : The company is expanding beyond its traditional pharma and nutrition businesses by building a large-scale battery materials platform From Pharma Excipients to EV Battery Chemicals: Building the Next Growth Engine Beyond Core Business Management believes...
