India research
Deep-dive research on Indian companies, plus the policy and regulatory decisions that move them.
179 articles, newest first · page 20 of 20
IT Stocks Bloodbath — Why Nifty IT Crashed 6% (June 19, 2026)
Nifty IT crashed 6.18% to a fresh 52-week low of 26,634.50 triggered by Accenture's guidance cut (-3% to -4%), outsourcing bookings down 15% YoY. Infosys -8.27%, TCS -6.10%, HCLTech -5.28%.
CG Power — Deep Dive Analysis
CG Power analysis — revenue driven by Industrial, Power, and Railway segments. P/E 120+, PEG 11.8x, promoter holding 56.77%. Concerns: low ROE (2.06%), negative FCF, subsidiary losses.
Ideaforge Technology — Deep Dive Analysis
Deep-dive on Ideaforge (India's largest drone maker). Q4 FY26 revenue ₹141Cr (+595% YoY), EBITDA margin 52.6%, ₹310Cr executable order book. High risk/reward turnaround play.
Kaynes Tech & CG Power — Deep Dive Analysis
Comparative analysis of Kaynes and CG Power across growth, valuation, and execution risk.
Kaynes Technology — Deep Dive Analysis
Kaynes Technology deep dive — OSAT and PCB catalysts, PEG 1.10, P/E 62.1. Revenue CAGR 31.4%. Concerns: ₹600 Cr CFO risk, promoter/FIIs exiting.
Reliance Industries — AGM 2026 Preview | Is ₹1,333 a Buy?
Reliance analysis ahead of AGM 2026 — P/E 25.9, 3D P/E 19.1, Delayed telecom tariff hike, Jio Financial demerger gains. Entry zones ₹1,285-1,300, ₹1,190-1,210.
Trent Ltd — Can You Enter After the 28% Correction?
Trent analysis — 28% correction, P/E 90, PEG 2.47, promoter stable, FIIs decreasing, Zudio scaling. Entry zone ₹4,200-4,600. Verdict: Favorable with Caution.
HCL Tech invests ₹1,427 Cr in Sarvam AI — Strategic Breakdown
HCL Tech's ₹1,427 Cr investment in Sarvam AI — strategic rationale, Sarvam's Indic LLM capabilities, and implications for the IT sector.