BUSINESS
Cochin Shipyard: A robust order book, global partnerships anchor next leg of growth
Strategic LNG vessel entry and shipbuilding partnerships position the company for global expansion
BUSINESS
Mazagon Dock: Navigating a high-growth trajectory
Over the medium-term horizon, the company is targeting an ambitious order book milestone of Rs 1 lakh crore
BUSINESS
Cement Sector Review: Operational resilience amid rising input cost
Volume growth steadies the sector as price hikes aim to offset rising energy costs
BUSINESS
Mishra Dhatu Nigam: Can it deliver in the long run?
With the recent India-EU trade agreement expected to streamline raw material imports, Midhani is focusing on super alloys and titanium alloys, which account for 40% of its sales
BUSINESS
Astra Microwave Products: Strong margins, order pipeline to drive higher growth
In another three years, Astra Microwave anticipates massive order bookings of Rs 8,000-10,000 crore and sales exceeding Rs 7,500 crore, leveraging an expanding export focus and an addressable market of Rs 25,000-30,000 crore
BUSINESS
Hindustan Aeronautics: De-bottlenecking efforts set stage for next phase
Robust order book supports stable financial performance till the early 2030s
BUSINESS
GRSE: Strong order book to fuel future growth
The company is expanding its shipbuilding capacity and exploring greenfield opportunities
BUSINESS
Data Patterns: Strong execution supports higher growth
With a strong pipeline and growing demand, the company is aiming to scale up quickly and become a model IP-driven company
BUSINESS
Solar Industries: Defence, global expansion power growth
The company expects a significant ramp-up in execution, supported by a strong order book and international expansion
BUSINESS
MTAR Technologies: Poised for strong revenue growth
With a strong foothold in the clean energy, nuclear, and aerospace sectors, the company is well-positioned to capitalise on emerging market opportunities
BUSINESS
BEL: Robust Order Book and Strategic Indigenisation Underpin Strong Growth Trajectory
The company is tweaking its business mix and expanding global presence
BUSINESS
IndiGo's Q3 profit hits an air pocket
The airline’s operations have largely stabilised, post the disruption
BUSINESS
Defence Basket: A strategic bet for long-term investors
As India steps into 2026, the defence sector is transitioning from a period of "order book anticipation" to a high-octane "execution phase," making it a cornerstone for strategic long-term portfolios
BUSINESS
Astra Microwave: Powering India’s strategic electronics
Its dominant presence in a niche segment, strong order book, robust project pipeline, and ongoing capacity enhancements provide clear and sustained earnings visibility
BUSINESS
2025: Year of IPOs, but massive fund-raising spree yields only selective winners
The IPO stories of the year offered many lessons for companies as well as retail investors. The year showed that merely being in a trending sector will not help companies and indiscriminate subscriptions will not reward investors
BUSINESS
IndiGo crisis: Structural cost threat dominates outlook
It is unclear for now how well the airline will be able to manage the disruption
BUSINESS
IndiGo’s stock — Will it take off or stay on the ground?
The turbulence triggered by the FDTL norms may be temporary, but its impact is likely to have lasting consequences
BUSINESS
Discovery Series | Zen Technologies: This defence player has an early mover advantage
The company's strategic focus, early-mover advantage, strong order book, and indigenous R&D capabilities make it a strong candidate in the evolving and growing defence technology space
BUSINESS
Indigo: Should investors board the stock?
The near-term turbulence notwithstanding, IndiGo’s long-term outlook is strong
BUSINESS
Bharat Dynamics: Ambitious targets amid capacity expansion, export push
The company remains well-positioned for long-term growth
BUSINESS
Data Patterns: Can it deliver in the long run?
The company is focusing on indigenous solutions and transitioning to a full systems integrator
BUSINESS
HAL: Order book provides clear long-term visibility
Improvement in execution and capacity expansion augur well for the company
BUSINESS
GRSE: Strong order book, steady execution to fuel future growth
The company is expanding shipbuilding capacity and exploring greenfield opportunities
BUSINESS
Tenneco Clean Air India IPO: Can it benefit from tightening emission norms?
Strong parent backing, clean balance sheet, and huge export potential
