Synopsis: A global pipe maker’s US business is fully booked through FY28, with AI data centres, LNG exports, and oil pipelines driving demand that stretches years ahead. The world’s largest maker of large-diameter line pipes is sitting on a record order...
Synopsis: Two abrasive giants, same industry, similar market caps – but starkly different financials. One compounds quietly, the other restructures boldly. India’s industrial materials sector may not attract much attention, but two listed...
Synopsis: While investors continue to chase cable stocks like Polycab and KEI Industries, Havells India is quietly expanding its cable business through capacity additions, margin improvement and investments in higher-value segments. With the stock trading at a lower...
SYNOPSIS: Shaily Engineering Plastics Ltd rose from Rs. 193 per share to Rs. 3234 per share in ~3 years, delivering about 1575 percent returns. An investment of Rs. 1 lakh in 2021 would have grown to nearly Rs. 16.75 lakhs today. Listed below is one of the...
Synopsis: Two small-cap power infrastructure companies delivered explosive profit growth in FY26, with one riding India’s transmission buildout and the other scaling rapidly in rooftop solar. India’s energy transition is creating winners far beyond the...
Synopsis: Citi maintains Buy on Crompton Greaves Consumer Electricals with a target of ₹400, implying about 45% upside. Brokerage expects demand recovery driven by strong summer and low base, aided by non-discretionary product mix and 9–10% fan price hikes. Near-term...
Synopsis:The company is entering a monetization phase after years of expansion. While laminates remain the key earnings driver, rising utilization in chipboard and plywood, new laminate capacity additions, and improving profitability in newer businesses are expected...
Synopsis: While most investors focus on real estate developers, Mukul Agrawal has backed a company working behind the scenes. From Lodha and DLF to Oberoi and Godrej, this construction company has become an execution partner for some of India’s biggest developers and...
Synopsis: Lumax Auto Technologies targets Rs. 11,000 crore revenue by FY31, aiming 20% CAGR via organic expansion and acquisitions. Growth will be driven by EVs, ADAS, smart mobility, and OEM demand, supported by sustainability initiatives. The shares of this company,...
Synopsis: Three large-cap power sector names are posting record revenues, expanding margins, and sitting on ballooning order books – all while delivering returns on capital that few peers can match. India’s power equipment and industrial solutions space is...
