The IPO proceeds to be used to meet operating needs rather than for progression
With higher capex and additional capacities, the chances of improvement in execution are high
The company’s global recognition, forward integration, and conservative financial management lend credence to its growth story
The anti-involution policy of China, which aims at curbing excessive competition among companies and reducing overcapacity, augurs well for HEG
Company is an interesting opportunity in the building materials industry
As the fintech space is constantly evolving, execution remains a key determinant for growth
Strong EBITDA margin but scalability remains a challenge for a company with premium programmes
Robust order book, strong customer relationship to support growth
While the company has carved out a niche for itself in the broking segment, it remains a relatively smaller player in the broader industry space
The company is riding on capacity expansion and strategic acquisitions
The lack of portfolio and geographic diversity could influence growth plans
Though the reliance on H1B is coming down, there are other headwinds to be tackled
The solar PV module industry faces the risk of market oversupply and intense price competition
Strong growth, but execution and visibility remain key risks
Business moats, cost tailwinds, and strong execution capabilities will drive valuation
The company has aggressive inventory addition plans and aims to almost double the inventory over the next 4-5 years
Strong partner ecosystem, but margins and scalability yet to be established
A tactical rebound in Indian equities and the rupee is likely
Gold financing is a long-term structural opportunity and established players should do well
Revenues showed healthy growth, while margins remained steady
The margins are strong but the scalability of the business is a challenge
Companies with scalable models and balanced, risk-adjusted growth are likely to take the lead
Revenue growth healthy in Q1FY26, supported by improved execution, even as profits softened marginally
Early enactment would compel the US biotech/pharma industry to cut reliance on China
The government unveils 15-year roadmap that opens up multi-decade opportunities to integrate production, supply chains, and advanced technology platforms