BUSINESS
Why this renewable energy stock deserves a serious look
Project pipeline, access to capital, and other factors should help in long-term value creation
BUSINESS
JSW Energy plugs into strategic renewable power acquisitions
The company is emerging as a dominant play in the power sector, with a strong balance sheet and the most efficient operational assets in the renewable and thermal power space
BUSINESS
Weekly Tactical Pick: KEC International is plugging into the opportunities in power T&D
Earnings visibility is improving, so is execution
BUSINESS
ION Exchange: Will the two-pronged strategy work?
The company has a multi-faced revenue stream and it is focused on international markets
BUSINESS
Will Germany’s fiscal boost fire up Indian defence stocks?
Germany’s upper house late last week voted in favour of reforming the German “debt brake”, paving the way for a €1-trillion defence and infrastructure investment package
BUSINESS
KEC International: A spike in order book improves medium-term earnings outlook
The company’s order book is healthy and with better execution, particularly in the T&D segment, the management is optimistic about achieving double-digit margins from Q4FY25
BUSINESS
EMS: Strong execution, order book to drive growth
The company follows an asset-light model, maintaining relatively low fixed assets and minimal reliance on debt for working capital. This disciplined approach has allowed it to sustain healthy margins and a strong balance sheet
BUSINESS
IEX: Good bet with earnings visibility; industry environment positive
A favourable industry environment and new ventures like coal exchange position IEX well, making it one of the safe bets in the current environment
BUSINESS
Inox India: Promising, post correction
An order backlog of Rs 1,341 crore, strong order inflows in Q3FY25, and large international deal wins place the company on a strong turf
BUSINESS
Engineers India: Recovery likely in the next few quarters, robust order book should help
With improved execution, operational efficiencies are expected to drive margin expansion
BUSINESS
Weekly Tactical Pick: Why one should consider this defence PSU
Bharat Dynamics' strong order book, rising exports, and improving execution make it a good bet in the current market
BUSINESS
ABB India: Growth momentum intact despite order inflow challenges
Strong demand and the company’s strategic positioning in automation and infrastructure provide good visibility
BUSINESS
Quality Power IPO: An attractive play in the T&D space
Leveraging international reach, acquisitions, and capacity expansion
BUSINESS
Va Tech Wabag: Robust order book, international expansion support growth outlook
The company’s order execution momentum remains strong, with large projects in Chennai and Saudi Arabia reaching final stages. A majority of the orders are expected to be executed in the next 2-3 years
BUSINESS
Tata Power: Strong renewable growth amid operational challenges
The company’s long-term growth story remains compelling, driven by its strategic focus on renewables, solar manufacturing, and well-established T&D infrastructure.
BUSINESS
Cummins delivers strong Q3 growth amid competitive pressure
The company is focusing on long-term cost efficiency, superior technology, and stronger product positioning.
BUSINESS
Power Grid Corporation: Growth to resume in the next few quarters
With projects worth Rs 1 lakh crore expected to be awarded annually, Power Grid is well-positioned to benefit from these developments
BUSINESS
JSW Energy: Generation growth strong, but profitability under pressure
With a strong portfolio of assets, pipeline of projects, cash in books, and expected recovery in realisations, the company should perform well in the coming months
BUSINESS
There could be more pain for railways, but shipbuilders to gain from Budget 2025
Capex and engineering stocks take a hit while policy support buoys defence scrips
BUSINESS
Shipbuilding, repair get a boost from Budget with long-term policy support
Investment prospects brighten for key players in the public and private sectors
BUSINESS
Government holds capex steady, with key support to defence, power, and railways
Delivered a negative surprise to the defense sector
BUSINESS
L&T Q3 FY25: Can strong order inflow reverse the stock’s underperformance?
Increased local infrastructure spend and healthy international opportunities should provide fillip to earnings
BUSINESS
IEX delivers strong growth in trading volumes, profitability
Strong volume growth, product diversification, and RE opportunities fuel the performance of the exchanges.
BUSINESS
Ion Exchange: Expansion in chemicals, strong orders in core business deliver steady growth
Expansion through acquisitions and large-scale capital expenditure in the chemical sector, alongside international growth strategies, make it well-placed to capitalise on future opportunities
