India research
Deep-dive research on Indian companies, plus the policy and regulatory decisions that move them.
148 articles, newest first · page 8 of 17
Policy Pulse — Ministries & Regulators — 13 Aug 2026
Tata Motors Q1 PAT +83% lifts Tata complex; SEBI BRSR value-chain ESG mandate (FY26-27); Shiprocket IPO closes Aug 14 at retail ~10x, GMP ~35%
Policy Pulse — Ministries & Regulators — 12 Aug 2026
MoD fresh orders (BEL 541cr, Zen 295cr), Shiprocket IPO opens (62% day-1, GMP ~31%), PSU banks and metals lead amid Tata/healthcare/FMCG weakness
Policy Pulse — Ministries & Regulators — 11 Aug 2026
Crude near 90 clouds Sensex (-0.49%) but pharma/IT/refineries shine (Gland +9.6% on Q1 beat, CPCL +14.9%); 'IPOgust' 11 mainboard IPOs raise 21272 cr, lifting BSE/brokers; Shiprocket IPO opens Aug 12
Policy Pulse — Ministries & Regulators — 10 Aug 2026
SEBI resets broker-inspection framework (risk-based, joint inspections, FY27 target cut to one-third) — tailwind for compliant big brokers/exchanges; market flat but resilient
US Rare-Earth & Magnet Plays: USA Rare Earth (USAR) vs MP Materials (MP)
Trump's Aug 7 mining roundtable lit up magnets/rare-earths. Deep-dive on USAR (govt-backed mine-to-magnet, +29% on week, pre-revenue) vs MP (real +89% rev growth, EBITDA positive, magnets ship Q4'26). MP = core FAVOURABLE; USAR = high-risk momentum CAUTION.
Policy Pulse — Ministries & Regulators — 07 Aug 2026
NSE issues Authorised Persons consultation (comments by Aug 27) — AP-heavy brokers face compliance reshuffle, exchanges/incumbents benefit. RBI on hold (recap). PSU banks +2% led Aug 6 close.
Policy Pulse — Modi / India — 07 Aug 2026
Cabinet approves GOBARdhan, Rs 23,731 cr compressed biogas scheme (FY27-FY36, Min of Petroleum). CGD entities (IGL, MGL, GUJGAS, ADANIGAS) are mandated CBG offtakers; refiners IOC/BPCL/HPCL co-invest.
APL Apollo Tubes — Deep Dive Analysis
Deep-dive on APL Apollo Tubes — fortress balance sheet (near debt-free, ₹1,400 Cr net cash), ROCE 31.6%, FY26 PAT +59%, 52% avg delivery indicating genuine institutional accumulation. Verdict: FAVORABLE — high-quality compounder, buy on pullbacks to ₹1,800-1,850; valuation 44.8x P/E is the only concern.
Policy Pulse — Ministries & Regulators — 06 Aug 2026
SEBI FY27 agenda: LODR review, SLB revamp, fast-track AIF, corporate-bond tokenisation pilot, Jagrook. Buy-back open-market route live (Aug 1, <15% cap). Defence stocks fire (HAL, BEL, GRSE); PSU banks lead; Sensex +374, Nifty flat on CAS/expiry. Q1 earnings drive moves (Trent +26%).