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    • INOX India: Stars align for the earnings cycle

      The company is benefiting from a mix of strong execution and meaningful progress in new verticals such as hydrogen, semiconductor-related equipment, and beverage kegs

    • Weekly Tactical Pick: This power utility’s core business remains structurally intact

      Strong capex pipeline, easing execution issues could set the stage for earnings recovery in the second half of current fiscal

    • KEC International: The stigma of a bribery case is hurting prospects

      The issue relates to a bribery case in March 2025, in which a senior PGCIL general manager and a KEC executive were arrested. Power Grid Corporation of India then barred the company from participating in fresh tenders for nine months.

    • Va Tech Wabag eyes margin stability and faster execution in FY26

      Future-energy wins, asset-light execution, and a healthy order book to fuel growth

    • Tata Steel Q2 FY26 shines on domestic strength

      Despite a volatile global steel environment marked by trade barriers, demand moderation, and pricing pressure, the company performed well.

    • Fujiyama Power Systems IPO: A power-packed growth story

      Deep rural presence, robust expansion, and debt-light balance sheet to drive long-term momentum of this solar panel maker

    • ABB bets on the next capex wave

      Short-cycle orders stay strong, QCO weighs on margins for now

    • Cummins India: A power-packed Q2 performance

      Robust PowerGen growth, margin resilience offset temporary export softness

    • Hindalco Q2FY26: Is a re-rating on the horizon?

      The company’s upstream strength matches downstream acceleration

    • Coal India: Weak demand, pricing pressure weigh on Q2 earnings

      The management’s ongoing diversification into renewables and critical minerals could help rectify the situation

    • Discipline, diversification to keep IEX charged up

      The company has a dominant market position, strong balance sheet, and good earnings visibility

    • NTPC: Renewable push offsets muted generation in core standalone power business

      The company continues to pursue its long-term growth strategy, focused on clean energy, capacity addition, and operational diversification, while maintaining execution efficiency and investment momentum.

    • Larsen and Toubro: Healthy earnings outlook, but valuations limit upside

      The company is entering a new phase, expanding and consolidating its technology-led ventures to complement its established strengths in engineering, construction, manufacturing, and project management.

    • NMDC: Riding on strong steel demand, better pricing

      The iron ore market has seen a steady upturn from the lows of July, with production and sales rising strongly, and the company’s near-term growth outlook appears quite good

    • Does the blueprint to modernise defence make it a long-term bet?

      The government unveils 15-year roadmap that opens up multi-decade opportunities to integrate production, supply chains, and advanced technology platforms

    • Improving execution, diversification to lift Engineers India’s earnings outlook

      Order inflows have broadened beyond hydrocarbons and the company is foraying into nuclear and clean energy

    • Vikran Engineering IPO: Can it deliver sustainable growth?

      Equity infusion and prudent leverage to give VEL financial flexibility to capture opportunities in emerging areas

    • 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.

    • Hindalco Industries – Execution, strategic expansion key growth levers

      Resilient Q1 with strong India operations and record downstream performance

    • 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

    • 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.

    • 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

    • Why this power T&D player could be a re-rating candidate

      Robust order book and better visibility across core and non-core verticals

    • 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

    • 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

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