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
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
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
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
Cleanest volume-led numbers in several quarters, Hush Puppies and Floatz leading, ZBM covering 80% of COCO revenue, e-commerce at 14% of turnover For the better part of the last two years, Bata India’s management has been executing a quiet but comprehensive self-help agenda — simplifying the product range, rationalising vendorsContinue Reading
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