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
BUSINESS
What’s in store for infrastructure in Budget 2025-26?
The central government is likely to push for capex-led growth amid fiscal constraints
BUSINESS
Quadrant Futures Tek IPO: Should you back this ‘Kavach’ opportunity?
Indian Railways plans to invest in the Kavach project over the next five years to improve safety through advanced signalling and telecommunications
BUSINESS
A defence stock with reasonable valuation
BEL could get rerated on the back of robust order book and earnings visibility
BUSINESS
Transrail Lighting IPO: A right mix of growth and valuation
The power T&D sector in India is witnessing significant growth, driven by increased investment and demand. The rising demand for renewable energy projects further amplifies growth potential
BUSINESS
KEC International: Strong order book, T&D recovery to drive stock higher
With the excepted pick-up in government project-awarding activity over the next four months, the company could be a good bet. It has guided for higher revenue growth, better margins, and strong execution
BUSINESS
JSW Energy: Renewable growth and strategic acquisitions to power the stock
Diversified generation portfolio and expanding renewable capacity augur well for the company
BUSINESS
Va Tech Wabag: Robust order book to support higher growth and profitability
The second half of the current fiscal is expected to be even better with improved margins and execution
BUSINESS
NTPC Green Energy: Can it unlock more value for the shareholders of parent?
NTPC’s green subsidiary has a robust project pipeline and is more competitive than its peers
BUSINESS
MTAR Technologies: Recovery in performance, cautious guidance for FY26
For fiscal 2026, the company has revised the revenue growth guidance to 20 percent from 30-35 percent. Order inflows from Bloom Energy and other clean energy projects and space-related orders are expected to be better
BUSINESS
Cummins India: Domestic market fuels growth
The company expects a double-digit growth in revenues and better margins, going forward
BUSINESS
Indian Defence Stocks: Correction unlocks long-term growth potential
Given volatile geopolitics, defence orders by the government and exports are going to pick up, going forward
BUSINESS
Enviro Infra Engineers IPO — Anything beyond listing gains?
The company is increasing project sizes along with expanding geographies
BUSINESS
NTPC Green Energy IPO: A long-term bet on India’s green power drive
The support of parent NTPC will help NGEL access low-cost funding
BUSINESS
Thermax: Stock valuation warrants caution in the near term
With strong traction in areas like air pollution control, wastewater management, and zero-liquid discharge, the company is expecting its industrial products to perform well in the second half of FY25
