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
Tempsens Instruments (India) Ltd IPO: GMP, Valuations, Price, And What You Should Know
India’s largest temperature sensor maker opens its Rs 650 crore mainboard issue on August 20 — a rare backward-integrated moat business with no listed peer India’s largest contact and non-contact temperature sensor manufacturer plans to raise Rs 650 crore via a mainboard listing on BSE and NSE. Tempsens Instruments (India)Continue Reading
Dhanwel Hybrid Seeds Ltd SME IPO: What You Should Know
A Jamnagar-based seed manufacturer closes its Rs 26.73 crore BSE SME issue at Rs 95–99 — a relaunch after a withdrawn June attempt, an eye-catching FY26 profit jump A seed manufacturing and marketing company engaged in developing, multiplying, processing and supplying seeds for field crops and vegetables raised Rs 26.73Continue Reading
Mopshop Distribution Ltd SME IPO: What You Should Know
A Vasai-based facility-management supplies distributor closes its Rs 27.26 crore BSE SME issue — 300+ B2B clients, an asset-light digital model, and eye-catching margins, but a fixed price that looks aggressive Mopshop Distribution Ltd. (MDL) operates in an unglamorous but structurally growing corner of Indian industry — facility managementContinue Reading
India Inc. Just Posted Its Best Profit Growth in Three Years, But What Will H2 Look Like?
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
Gaja Alternative Asset Management Ltd IPO: What You Should Know
A 20-year-old independent India-focused alternative asset manager opens its Rs 550 crore mainboard issue on August 19 Gaja Alternative Asset Management Ltd. (GAAML) sits in a corner of Indian financial services that most retail investors have heard of but few own directly — alternative asset management. It runs Alternative InvestmentContinue Reading
This Company Is Winning EV Orders, Building Aerostructures in France and Supplying Solar Trackers to the US
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
August’s IPO Party Is On — And This Time, Investors Are Getting Invited
Every one of the eight mainboard IPOs listed in August has delivered a premium. Average listing gain: 22%. This isn’t froth. This is a functioning primary market. Something rare is happening on Dalal Street this August: retail investors are actually making money on IPOs. Not on paper, not in theContinue Reading
This Hospital Beat Estimates on Every Line in Q1.
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
This Pharma Trades at Half the Pharma Sector’s Multiple
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