India research
Deep-dive research on Indian companies, plus the policy and regulatory decisions that move them.
148 articles, newest first · page 13 of 17
Policy Pulse — Ministries — 10 Jul 2026
RBI's new collateral norms (100% margin on bank guarantees to brokers) squeeze trading volumes since Jul 1. SEBI revives open-market buyback route effective Aug 1. SEBI reforms ETF pricing framework. Defence Ministry confirms ₹2L Cr contract signing target for FY26. NBCC reports ₹1.2L Cr order book.
Policy Pulse — Modi — 10 Jul 2026
India's semiconductor mission hits $18B in investments across 10 projects; commercial chip packaging begins at Sanand. Defence exports reach record ₹38,424 Cr. NBCC reports ₹1.2L Cr order book. Modi-Indonesia BrahMos missile deal sealed with new applications discussed.
Policy Pulse — Ministries — 09 Jul 2026
DPIIT amends footwear QCOs (legacy stock clearance extended to 2027). Army fast-tracks ₹1,500Cr drone procurement — Tata/Nibe win. Apollo Micro nears ₹2,500Cr Premier Explosives acquisition. RBI injects ₹5.6L Cr liquidity.
Policy Pulse — Modi — 09 Jul 2026
PM Modi in Australia: uranium supply deal signed, A00M NIIF investment from AustralianSuper, new defence declaration, clean energy cooperation, and CECA push. Key beneficiary stocks across nuclear, defence, renewables, and infrastructure.
Policy Pulse — Ministries — 08 Jul 2026
FM Sitharaman pushes toy exports to capture 25% of 79B global market. SEBI mandates FPI fees in INR, issues insider trading warning to Reliance, and reintroduces open market buyback framework.
Policy Pulse — Ministries — 07 Jul 2026
DAC approves ₹52,000 Cr defence procurement (BEL, HAL, BDL, PARAS). India-EU FTA legal scrubbing accelerated — textile/pharma boost (TRIDENT, WELSPUN, DRREDDY). SEBI buyback cap at 15% from Aug 1. SEZ RoDTEP extension.
Policy Pulse — Modi — 07 Jul 2026
PM Modi in Indonesia: BrahMos & Astra missile export deal, critical minerals pact, steel supply chain cooperation, UPI integration. CG Semi OSAT inaugurated. ₹1.06L Cr projects in Rajasthan/Gujarat. Key: HAL, BDL, BEL, RIL, DIXON.
Policy Pulse — Ministries & Regulators — 06 Jul 2026
India-UK CETA effective Jul 15 — CFOs expanding capacity for textile, auto components, gems & jewellery export boom. SEBI reintroduces open market buyback from Aug 1. India exports set to cross $500B in FY27. Stocks: RAYMOND, WELSPUN, INDOCOUNT, CEAT, BHARATFORG, TITAN, PCJEWELLER.
Shakti Pumps — Deep Dive Analysis
Deep-dive on Shakti Pumps (SHAKTIPUMP) — solar pump market leader with ₹2,698 Cr revenue, ₹353 Cr MSEDCL order win on 4 Jul, but OPM collapsed from 25% to 10% and PAT down 37% YoY. Verdict: CAUTION — margin compression in progress with strong order book support.