Everyone Is Talking About AI. But the Real Money Is Behind It.
India’s datacentre capacity is set to grow at 30% annually through 2030. The companies supplying the industrial equipment to build them are sitting on multi-year order backlogs — and the market has barely noticed. There is a version of the AI investment thesis that most people know — semiconductors, hyperscalers,Continue Reading
This Iron Ore Company Delivers the Goods
Record production, record sales volumes, coal mining commenced, capacity heading to 100 mtpa by FY31 India’s largest iron ore producer does not often generate excitement. NMDC is a PSU miner — methodical, capital-intensive and slow-moving by the standards of the broader market. But the fourth quarter of FY26 was, byContinue Reading
Merritronix Ltd. SME IPO: What You Should Know
A Hyderabad-based defence and aerospace electronics systems manufacturer plans to raise Rs 66.51 crore via the BSE SME platform. Merritronix Ltd., an electronics systems design and manufacturing company specialising in high-reliability, mission-critical products for defence, aerospace, and industrial electronics, opens for subscription on June 1 with the issue closing onContinue Reading
Chhoti SIP at Rs 250: The Micro-Ticket Experiment Finds a Small But Loyal Audience
Launched to pull first-time investors from tier-3 towns into the mutual fund fold, the Rs 250 monthly SIP has quietly grown its base — but the average ticket size tells its own story. When SEBI cleared the way for the Rs 250 monthly systematic investment plan, branded Chhoti SIP, inContinue Reading
Aureate Tradde SME IPO: What You Should Know
An industrial materials trader dealing in polymers, lithium-ion cells, and EV chargers plans to raise Rs 25.91 crore via the BSE SME platform. Aureate Tradde Ltd., a Mumbai-based trader and distributor of industrial and technological materials, opens for subscription on May 29 with the issue closing on June 2.Continue Reading
This CV Maker Saw A Beat on Margins in Q4, The Question Is What Happens to Demand
Fleet operators still committed to replacement plans, pent-up demand expected in H2FY27, margins above estimates — but diesel prices, commodity costs and geopolitical uncertainty are the clouds. Commercial vehicle companies live and die by freight demand, fleet replacement cycles and fuel economics. Ashok Leyland’s fourth quarter of FY26 showed theContinue Reading
SMR Jewels Ltd. SME IPO: What You Should Know
A Gujarat-based designer heritage jewellery trading company plans to raise Rs 60.56 crore via the BSE SME platform. SMR Jewels Ltd., a designer heritage jewellery company specialising in marketing and trading of B2B jewellery inspired by Indian mythology, spirituality, and traditional art forms, opens for subscription on May 26 withContinue Reading
Rajnandini Fashion India Ltd. SME IPO: What You Should Know
A Jaipur-based women’s apparel company plans to raise Rs 17.29 crore via the BSE SME platform Rajnandini Fashion India Ltd., a designer and manufacturer of women’s ethnic and casual wear, opens for subscription on May 26 with the issue closing on May 29. The company is listing on the BSEContinue Reading
Yaashvi Jewellers Ltd. SME IPO: What You Should Know
A Jaipur-based gold jewellery manufacturer plans to raise Rs 41.66 crore via the BSE SME platform. Yaashvi Jewellers Ltd., a Jaipur-based manufacturer and trader of gold jewellery with a focus on machine-made gold chains, opens for subscription on May 25 with the issue closing on May 27. The company isContinue Reading
This CDMO Firm Is Building in the Right Places
Custom synthesis growing 17%, peptides scaling, contrast media under long-term contracts Among India’s pharmaceutical API manufacturers, Divi’s Laboratories occupies a rare position — a company trusted by global innovators with complex, long-duration supply relationships that are difficult to replicate and even more difficult to dislodge. The fourth quarter of FY26Continue Reading