40% EBITDA margins, 25% ROCE, 14 commercialised molecules with blockbuster end-markets, and fermentation-based peptide capabilities that few peers globally can match The Indian contract research and development manufacturing organisation space has attracted enormous investor attention over the last several years — and for good reason. India’s combination of scientificContinue Reading
41% share in 2/3W wiring harness, 70% in E-2/3W, battery packs and sensors growing at 49% CAGR, PAT CAGR of 31% to FY29 E-2W penetration hit 11% in July 2026 and grew 81% year-on-year in the first four months of FY27, and Dhoot is the company most directly positioned toContinue Reading
HV T&D ordering plateauing after stellar execution, private capex recovery gaining momentum across data centres, metals and O&G The capital goods and engineering sector in India has been one of the strongest performers in the market over the last two years — and Q1FY27 confirms that the executionContinue Reading
9% volume CAGR through FY28, Rs 120 per tonne of efficiency gains unlocking, green power reaching 55% in FY27 and a wires and cables business launching in Q3 India’s largest cement company rarely generates surprise — it is too large, too well-covered and too consistently executing to spring many shocks.Continue Reading
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
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
BSE500 PAT up 22% — a three-year high — driven by INR depreciation, GST stimulus and low base. There are earnings seasons that confirm a trend and earnings seasons that mark its peak. Nuvama Institutional Equities’ Q1FY27 BSE500 aggregate suggests this may be the latter. PAT growth of 22% year-on-yearContinue Reading
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
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
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
Designed using Magazine Booster. Powered by WordPress. © 2026
