BUSINESS
Power Grid Corporation: Execution bottlenecks ease
Project pipeline and capex guidance boost earnings visibility
BUSINESS
Coal India: Weak demand, pricing pressure weigh on Q2 earnings
The management’s ongoing diversification into renewables and critical minerals could help rectify the situation
BUSINESS
Discipline, diversification to keep IEX charged up
The company has a dominant market position, strong balance sheet, and good earnings visibility
BUSINESS
NTPC: Renewable push offsets muted generation in core standalone power business
The company continues to pursue its long-term growth strategy, focused on clean energy, capacity addition, and operational diversification, while maintaining execution efficiency and investment momentum.
BUSINESS
Larsen and Toubro: Healthy earnings outlook, but valuations limit upside
The company is entering a new phase, expanding and consolidating its technology-led ventures to complement its established strengths in engineering, construction, manufacturing, and project management.
BUSINESS
NMDC: Riding on strong steel demand, better pricing
The iron ore market has seen a steady upturn from the lows of July, with production and sales rising strongly, and the company’s near-term growth outlook appears quite good
BUSINESS
WeWork India: Can the IPO ride the flexible workspace growth wave?
The company has emerged as a frontrunner in the flexible workspace segment
BUSINESS
Jain Resource Recycling: Will the IPO funds accelerate exports?
The company’s global recognition, forward integration, and conservative financial management lend credence to its growth story
BUSINESS
Solarworld IPO: Can this light up you portfolio?
Robust order book, strong customer relationship to support growth
BUSINESS
Atlanta Electricals: Should investors plug into this IPO?
The company is riding on capacity expansion and strategic acquisitions
BUSINESS
GK Energy IPO: Solid fundamentals or just another hot public issue?
Strong growth, but execution and visibility remain key risks
BUSINESS
Does the blueprint to modernise defence make it a long-term bet?
The government unveils 15-year roadmap that opens up multi-decade opportunities to integrate production, supply chains, and advanced technology platforms
BUSINESS
Defence GST cuts: Boost for OEMs, system makers and exports
The move will ease procurement costs for both manufacturers and integrators
BUSINESS
Vikran Engineering IPO: Can it deliver sustainable growth?
Equity infusion and prudent leverage to give VEL financial flexibility to capture opportunities in emerging areas
BUSINESS
INOX India: Strong order book, tech edge offset tariff, execution risks
The Industrial Gas segment, the largest revenue contributor, declined 9.5% due to US tariffs. However, the company says there are very few suppliers in the US and tariffs apply mainly to steel components.
BUSINESS
Mangal Electricals IPO: Will it offer electrifying returns to investors?
The company is ramping up capacity & diversifying portfolio, though the valuation captures much of the optimism
BUSINESS
Va Tech Wabag: Can this water stock create waves on bourses?
Healthy financial position, a diversified order book, and favourable sector tailwinds to drive growth
BUSINESS
Hindalco Industries – Execution, strategic expansion key growth levers
Resilient Q1 with strong India operations and record downstream performance
BUSINESS
Tata Power: Betting on renewables, execution strength
The company has multiple levers to power growth
BUSINESS
Cummins India: Execution, diversification, innovation drive earnings resilience
Investments in capacity, digitisation, and new product development—particularly in clean and hybrid energy systems—suggest that growth momentum will continue
BUSINESS
Thermax: Execution to rebound, green bets to drive future earnings
While Q1FY26 saw some execution slippages, the company is hopeful that the next few quarters could bring better growth and margins
BUSINESS
Tata Steel turns to cost savings for profit stability amid volume pressure
While the near-term business performance may appear subdued, the company’s structural initiatives, such as capacity expansion and operational efficiency, are good for the long term
BUSINESS
KEC's T&D business powers earnings momentum
The company’s healthy order book, strong project pipeline, improving margins and capacity expansion initiatives provide a solid visibility for future growth.
BUSINESS
Sri Lotus Developers: Will the IPO give investors a luxurious experience?
Ultra-luxury focus, capital-light model, and strong project pipeline underpin value creation
