Synopsis: The AI boom is driving a surge in electricity demand unlike anything we’ve seen, making the energy infrastructure underpinning AI as important as the AI itself. The backbone of AI growth is now power generation, grids, cooling and transmission, and the...
Synopsis: Approval delays, a regulatory setback in Chennai, and flat collections dragged performance through most of FY26. Even as Q4 showed signs of recovery, the cumulative disappointment was enough to send the stock into a prolonged decline. Indian real estate has...
Synopsis: Supreme Industries shares fell 7% after JPMorgan downgraded the stock to Neutral and cut its target price, citing rising competition, weak margin outlook, and expected PVC price decline leading to inventory losses. The shares of this company are one of...
SYNOPSIS: Apollo Micro Systems’ shares rose 7% after reports that BEL may secure a ₹30,000 crore QRSAM air defence order. The programme strengthens India’s short-range missile defence system. Apollo, a key supplier of electronic subsystems like the Integrated...
Synopsis: Ather Energy shares rose 10% as CLSA maintained an Outperform rating with a Rs. 1,450 target, citing long-term growth from the EL platform, though near-term margin pressure and raw material inflation remain concerns. The shares of this Indian electric...
Synopsis: The share of this pharmaceutical company gained nearly 5 percent after positive investor sentiment following the completion of a US FDA inspection at its Hyderabad facility. The share of this India-based pharmaceutical company, a leading player offering a...
Synopsis: Tata Motors Passenger Vehicles, Netweb Technologies, Waaree Energies, KPI Green Energy, and Jeena Sikho Lifecare have outlined strong growth targets through FY31, backed by expansion and revenue projections. India’s economy is expected to witness...
Synopsis: Five small-cap defence suppliers with strong order books and deep exposure to India’s most critical defence programs spanning missile systems, radar networks, submarine fleets, and anti-drone warfare are quietly powering the country’s most...
Synopsis: A Mumbai-based IT infrastructure firm has quietly built one of the most enviable order books in the small-cap space, riding India’s digital buildout with cloud, data centers, and managed services. India’s digital infrastructure push is no longer...
Synopsis: Vivid Electromech is strengthening its position in data centres through capacity expansion, deeper hyperscaler relationships, and a growing order pipeline, while maintaining strong profitability and a largely debt-free balance sheet. The shares of this...
