Synopsis: India’s data centre boom is fueling massive opportunities across AI, cloud, power, cooling and digital infrastructure. This article explores the full listed ecosystem driving hyperscale growth, sovereign compute and next-generation infrastructure as rising...
Synopsis: Tata Electronics’ partnership with ASML marks a major step in India’s semiconductor ambitions. By bringing advanced lithography technology, 300 mm wafer manufacturing, talent development and supply chain capabilities to the Dholera fab, the collaboration...
Synopsis: Rashi Peripherals Limited is strengthening its position in India’s technology ecosystem through deep OEM partnerships with NVIDIA Corporation, SanDisk Corporation, and Advanced Micro Devices, Inc.; expansion into semiconductor subsidiaries; AI infrastructure...
Synopsis: Arvind Fashions Limited delivered 14% revenue growth, 13.4% EBITDA margins, and 23%+ ROCE in FY26, but the bigger story lies in its premium brand portfolio. With U.S. Polo, Tommy Hilfiger, and Calvin Klein regaining momentum, rising D2C penetration,...
Synopsis: Jyoti Resins and Adhesives Limited is transforming from a regional wood adhesive player into a national challenger. With 20% market share in Maharashtra, 30–35% presence in Gujarat, 3.5 lakh carpenters, expanding capacity, and aggressive branding, Euro...
Synopsis: Garware Hi-Tech Films Limited delivered record profitability in FY26 despite global trade disruptions, supported by its leadership in sun control films and strong growth in paint protection films. With aggressive expansion in direct-to-consumer channels,...
Synopsis: Greaves Cotton Limited is using its strong legacy engine business to fund future technologies under GREAVES.NEXT. FY26 delivered record revenues, but the key trigger came from its first rare-earth-free motor pilot. With firm order discussions underway,...
Synopsis: Gravita India Limited is making a major strategic shift with a Rs 700 crore investment in copper recycling. Through the acquisition of Rashtriya Metal Industries Limited, backward integration, and fresh capacity expansion, the company aims to replicate its...
Synopsis: After delivering 13 consecutive quarters of 60%+ growth in health insurance, PB Fintech is entering a new phase where profitability, renewals, and adjacencies are scaling together. While health remains the core engine, term insurance, savings, and...