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
BUSINESS
Indiqube IPO: Is it worth a look at the offer price?
A prominent player in flex space with operations in 15 cities
BUSINESS
JSW Steel eyes rebound in Q2 after margin-led Q1 profit surge
Optimistic outlook on the back of expansion, import curbs, and domestic demand strength
BUSINESS
Why this power T&D player could be a re-rating candidate
Robust order book and better visibility across core and non-core verticals
BUSINESS
Smartworks Coworking Spaces IPO: Should investors book this space?
A leading player in the managed campus market with a promising growth trajectory
BUSINESS
Inox India: Will the stock take note of strong levers for earnings growth?
The company now has a better cost structure and improved business visibility
BUSINESS
Ellenbarrie Industrial Gases IPO: Can it pump up gains for investors?
The flotation comes at a time when the company is ramping up capacity and aiming for national expansion
BUSINESS
Oswal Pumps taps solar opportunity with IPO-backed expansion
Through its Rs 890 crore issue, OPL will deploy Rs 360 crore to scale up its solar pump production from 2 lakh to 5 lakh units annually
BUSINESS
PowerGrid: Moderate quarter, but project pipeline strong
Outlook looks good on the back of capex plans and diversification drive
BUSINESS
Engineers India: Consistent execution and expanding opportunities
Is the stock ripe for a rerating as the company sets the stage for sustained growth and visibility?
BUSINESS
Ion Exchange: Why you should look at this company despite disappointments in FY25
A strong order book, global chemical opportunities, and prudent cost management offer earnings visibility
BUSINESS
Cummins rides on global tailwinds despite Q4 blip
The company has enough headroom to scale up operations without additional capex
BUSINESS
NTPC: Execution lags, but strong pipeline, subsidiaries support growth
The power utility is in a crucial transition phase and the stock looks undervalued
