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FPI access to deliverable bullion and metals contracts proposed, index derivatives on commodities coming, margin requirements easing  Commodity derivatives markets in India have a structural problem that has suppressed volumes relative to equity derivatives for years — a narrow participant base, limited product breadth and high margin requirements that raiseContinue Reading

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HCV product upgrades delivering market share gains, LCV expanding addressable market, EV penetration in SCVs at 10% and rising  Commercial vehicle markets are rarely exciting. They follow freight cycles, infrastructure spending and fuel economics — and they reward patient, disciplined investors rather than momentum traders. Tata Motors’ commercial vehicle businessContinue Reading

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EBITDA margin beat estimates by 70 basis points, new 4W EV program won, aerospace facility live in Lille, solar tracker expansion underway  Auto components companies rarely get credit for the diversification happening beneath the surface of their quarterly P&L. Belrise Industries is a case in point. The Q1FY27 headline numbersContinue Reading

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Hospital revenue up 22%, HealthCo EBITDA up 83%, occupancy at 70%, 4,330 bed additions planned over five years  There are quarters where a company meets expectations. And there are quarters where it beats consensus on revenue, EBITDA and PAT simultaneously — and then tells you the structural catalysts ahead areContinue Reading

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PAT up 31% in Q1FY27, TGA Australia and EU-GMP approvals secured, Rs 200 crore cash on balance sheet, near debt-free  Not every compelling pharmaceutical investment story involves blockbuster drugs or billion-dollar pipelines. Sometimes it involves a forty-five-year-old Ahmedabad-based company quietly building a 600-product branded-generic franchise across fifteen therapeutic areas, securingContinue Reading

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Greenfield capacity coming onstream, Italy subsidiary live, US profitable, Decathlon tie-up secured, Bluetooth helmets launching  Most investors who own two-wheelers in India own a Studds or SMK helmet — whether they know it or not. Studds Accessories is India’s largest helmet manufacturer, with 240 designs, 50 moulds and over 19,000Continue Reading