This Stock Has Returned 50% Since Its Market Debut, But Is Re-Rating Over?
India store count tripling by FY31, SSSG of 18%, EBITDA CAGR of 37%, next-day delivery in 78 cities and a vertically integrated supply chain Lenskart has endured macro volatility — including geopolitical disruptions and consumer sentiment swings — and expanded market share through all of it. The stockContinue Reading
Augmont Enterprises Ltd IPO: What You Should Know
India’s largest integrated gold and silver platform opens its Rs 825 crore mainboard issue on August 21 — a truly one-of-a-kind listing across bullion trading, refining, jewellery and digital gold Augmont Enterprises Ltd. (AEL) sits at the centre of India’s gold and silver economy in a way that no listedContinue Reading
Dilip Davda: SME IPOs Show Cracks, But NSE and Jio Are the Big Ones to Watch
By Dilip Davda Last week gave us a good sense of just how split this market has become. The secondary market marked its second straight negative week, and many expected that to put some brakes on the primary market. It hasn’t. If anything, the primary market is going unabated higher,Continue Reading
The Dollar Is Behaving Differently. Gold Is the Beneficiary. Here Is What Explains Both
A new kind of global capital recycling is underway, anchored on Nasdaq rather than US Treasuries — and if the AI boom falters, the consequences could be unlike anything markets have seen before. Nuvama’s macro team breaks it down. Something unusual is happening in global financial markets — and mostContinue Reading
This Company Has the Highest Margins and Returns in Indian CDMO.
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
This IPO Just Listed. The Company Behind It Holds 70% of India’s E-2W Wiring Harness Market.
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
India’s Power T&D Boom Is Peaking. The Next Capital Goods Trade Is Already Beginning
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
This Company Is Adding 46 Million Tonnes of Capacity, and Launch Wires and Cables
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
This Company’s Options Market Has Doubled in a Year
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
The CV Business Has Outperformed Industry Volumes for Four Straight Quarters
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