This Stock Is Down, But Not The Business

Rs 160 billion order book, tower capacity doubled, conductor capacity doubling, Rs 800-1,000 billion domestic T&D pipeline ahead  There is a specific setup in small and mid cap stocks that experienced investors recognise — a quality business whose stock corrects sharply on a guidance cut and modest quarterly results, while the underlying order book, execution … Read more

The World’s Third-Largest Desalination Company Is Listed in India

125 proprietary technologies, a Rs 166 billion order book, net-cash balance sheet, and structural demand from water scarcity, data centres and semiconductors There are companies that operate in industries so obviously important that it is surprising more investors are not talking about them. Va Tech Wabag — a century-old water technology company listed on Indian … Read more