Synopsis: India’s T&D sector continues to lead the capital goods space, supported by strong ordering activity, expanding execution, improving profitability and a long-term transmission investment pipeline driven by energy transition needs. India’s...
Synopsis: Triveni Engineering’s proposed demerger of its power transmission business could unlock value by separating a high-margin engineering franchise from its cyclical sugar operations. Backed by strong order visibility, defence opportunities, export growth,...
Synopsis: India’s metal recycling sector showcased contrasting growth models in FY26. One company reported Rs.2,939 crore in revenue through a lead-focused, export-oriented business, while another generated Rs.4,265 crore backed by a diversified recycling...
Synopsis: It highlights stock recommendations from multiple brokerage firms, featuring companies with an upside potential of up to 61%. The list includes well-known names such as Mahanagar Gas, Lumax Auto, Cera Sanitaryware, and several others. Stock recommendations...
Synopsis: Airfloa Rail Technology is evolving from a railway interiors supplier into a diversified engineering player with ambitions in defence and aerospace. Backed by a Rs 486.9 crore order book, a Rs 1,200 crore bid pipeline, and a strategic defence JV, the company...
Synopsis: India’s vast untapped e-commerce opportunity is giving one platform a clear AI-powered roadmap to reach the next hundred million shoppers. Most of India owns a smartphone. Far fewer use it to shop online. That gap – wide, stubborn, and rooted in...
Synopsis: Shaily Engineering Plastics is in focus after UBS maintained a Buy rating with a ₹4,000 target, implying ~36% upside. The brokerage highlights growth from GLP-1 injectable demand, Zydus semaglutide approval, vendor diversification in pharma supply chains,...
Synopsis: Jefferies has maintained a Buy on Adani Ports and Special Economic Zone Ltd, raising its target to ₹2,160, implying ~17% upside. It cites capacity constraints boosting pricing power, strong EBITDA upgrades, 15% CAGR outlook, demand-supply gaps in key states,...
Synopsis: Mini Diamonds, Brigade Enterprises, String Metaverse, and Deepak Builders are among the stocks to watch next week after announcing bonus shares and stock splits. Bonus shares are free additional shares given by a company to its existing shareholders. These...
Synopsis: Jio leads in subscriber growth and scale, while Airtel leads in ARPU and profitability as India’s telecom industry shifts toward monetisation-led growth. Within this evolving industry landscape, competition between the two players has intensified across...