Synopsis: The company is targeting a Rs.24,000 crore order book in FY27, backed by a Rs.40,000 crore opportunity pipeline across rail, defence and exports. While FY26 earnings were impacted by one-time charges, revenue hit a record high. With 16% EBITDA margin...
Synopsis: Five listed Indian companies operating across depository services, credit ratings, industrial materials, banking software, and cash logistics have built businesses where customer relationships span decades, switching costs are prohibitively high, and...
Synopsis: Five listed Indian companies are quietly building the chemical and materials backbone of the country’s electric vehicle ambitions manufacturing everything from electrolyte salts and anode materials to cathode chemicals and battery recycling...
Synopsis: Mukul Agrawal’s Q4 micro-cap picks with PEG <1 include True Colors Ltd, E to E Transportation Infrastructure Ltd, Brandman Retail Ltd, and Yaap Digital Ltd. These companies span textiles, rail infrastructure, retail, and digital marketing, showing strong...
Synopsis: The sharp fall in crude oil prices to pre-war levels has reignited optimism in India’s auto sector, pushing the Nifty Auto index up 3%. While easing inflation and lower fuel costs improve margins and demand prospects, the sustainability of the rally...
Synopsis: India’s metal recycling sector is emerging as one of the country’s fastest-growing policy-backed industries. With a ₹9,585 crore vehicle scrappage scheme, stricter EPR regulations, and rising EV battery waste, the industry is entering a major growth phase....
Synopsis: Sigma Advanced Systems is expanding its aerospace and defence presence through acquisitions, exports, manufacturing scale-up and proprietary technologies, positioning itself to benefit from rising global demand and industry tailwinds. The shares of this...
Synopsis: An AAC blocks leader moves from single-product block maker to an integrated building materials platform, now betting on wall panels and construction chemicals to drive its next growth chapter. Wall panel sales have grown 3X in a year, core block sales have...
Synopsis: how early global investors like Meta and Google hold structured private rights in Jio Platforms, which will end once the company moves to a listed public market structure with standard governance rules. The article outlines how these investors currently...
Synopsis: Tata Motors targets strong PV growth with EV-led expansion, aiming to double volumes, reach 20% market share by FY31, and improve profitability through scale, cost control, and wider product portfolio. The shares of this large cap company majorly engaged in...
