India research
Deep-dive research on Indian companies, plus the policy and regulatory decisions that move them.
179 articles, newest first · page 19 of 20
Oriana Power Ltd — Deep Dive Post FY26 Concall Analysis
Deep-dive on Oriana Power based on FY26 concall transcript (June 10, 2026). Revenue ₹1,814 Cr (+84%), PAT ₹252 Cr (+59%). ₹7,000 Cr order book, Actis monetization (238 MWp) in H1 FY27, BESS to be 40% of FY27 revenue, green ammonia PPA signed. P/E 12.8x vs industry 31x — deep discount. Verdict: CAUTION — Selectively Bullish long-term but NOT swingable (bearish technicals, -48% from high).
Techno Electric & Engineering Co Ltd — Deep Dive Analysis
Deep-dive on Techno Electric — near zero-debt EPC leader with ₹9,600 Cr order book and data center pivot. Strong delivery (47.8% avg, 10/10 acc days) but negative FCF (-₹657 Cr). Verdict: CAUTION — good business, poor stock momentum.
Aeroflex Industries — Deep Dive Analysis
Deep-dive on Aeroflex Industries — debt-free niche manufacturer of flexible hoses expanding into AI data center liquid cooling skids. P/E 111x (extreme), FCF negative, promoter selling -1.52%. Verdict: CAUTION — expensive growth story with execution risk.
HBL Engineering — Deep Dive Analysis
Comprehensive deep-dive on HBL Engineering — ₹4,000+ Cr Kavach order book, 58.4% ROCE, record FCF ₹618 Cr, PEG 0.26, Q4 margin compression risks.
📊 FII & DII Activity — Institutional Attraction Tracker (Jun 25, 2026)
Comprehensive FII/DII activity report with bulk/block deals, NSDL fortnightly sectoral data, and stocks getting maximum institutional attraction. FIIs +₹383.76 Cr, DIIs +₹5,747 Cr buying on June 25.
💎 Institutional Gems — Weekly Tracker (Jun 19-25, 2026)
Full week institutional activity analysis. Top gems: Craftsman Automation (4 MFs buying ₹348 Cr), Pine Labs (Axis MF buying ₹148 Cr), Gokaldas Exports (SBI Life Insurance buying), JTL Industries (FII buying).
Action Construction Equipment (ACE) — Deep Dive Analysis
Deep dive on ACE — market leader in cranes with 63%+ share, ACE-KATO JV, debt-free balance sheet, and record Q4 revenue. PEG 0.75, verdict: Favorable with Caution.
📉 Market Crash Analysis — Why Markets Crashed on June 23, 2026
Deep-dive analysis of the June 23 market crash driven by KOSPI circuit breaker (-9%), Accenture weak outlook, IT stocks hammered -2%, metals -3%, FII selling, and Fed rate hike fears.
🇺🇸 US Markets Crashed — Fed, KOSPI & AI Fatigue Explained
Deep-dive on the June 23 US market crash. Nasdaq futures -2.1%, S&P 500 -1.04%. KOSPI circuit breaker #4, Fed rate hike odds at 90% by Sep, AI capex fatigue, and impact on your portfolio.