Stock research
Deep dives on single companies — delivery data, promoter trends, quarterly results and the valuation case, written to stand on their own.
55 articles, newest first · page 3 of 7
Oriana Power — What Changed Post-Q1 FY27 Concall & Technical Breakdown
What Changed since the Jun 28 deep-dive. Stock fell to a fresh 52-week low (₹1,342) then bounced +6.9% to ₹1,474 on Aug 3 on the ₹3,135 Cr SECI green-ammonia PPA. Q1 FY27 concall reaffirms 40-50% revenue/PAT CAGR target with ₹7,000 Cr order book. P/E compressed to 11.9x vs industry 30.8x. Verdict: CAUTION — structurally intact, technically still bearish; early relief-rally only.
ORIANA · 3 Aug 2026 · 15 min readDeep dive · IndiaFiem Industries Ltd — Deep Dive Analysis
Fiem Industries — a debt-free auto lighting leader riding the LED revolution. 29% ROCE, 24x P/E, DIIs accumulating heavily. Customer concentration is the risk to watch. Full analysis inside.
FIEMIND · 22 Jul 2026 · 10 min readDeep dive · IndiaIdeaforge Technology — What Changed? QIP Makes It a Whole New Story
Game changer: Ideaforge raised ₹500 Cr via QIP at ₹795. Working capital solved, debt cleared, HDFC MF & others invested. Promoter dilution to 25.3% is the sticking point. Full analysis.
IDEAFORGE · 22 Jul 2026 · 15 min readDeep dive · IndiaIndo-MIM Ltd — IPO Analysis
Indo-MIM — world's largest MIM manufacturer — opens IPO at ₹485. 45x P/E, 21% ROE, accelerating growth, but 86% OFS and US export concentration warrant caution. Detailed analysis inside.
INDO-MIM · 22 Jul 2026 · 10 min readDeep dive · IndiaWebsol Energy System Ltd — Deep Dive Analysis
Websol Energy — a remarkable turnaround from near-zero revenue to ₹1,049 Cr in FY26. 67% ROE, 63% ROCE, near net cash, but 89% promoter pledge casts a long shadow. Full analysis inside.
WEBELSOLAR · 22 Jul 2026 · 10 min readDeep dive · IndiaSBI Funds Management IPO — Should You Hold or Sell on Listing?
Deep analysis of India's largest AMC IPO — ₹9,813 Cr OFS at 36-38x P/E, 41.73x subscription, GMP at 16%. We compare with HDFC AMC, ICICI Pru AMC & Nippon AMC and give a hold/sell verdict.
SBIFUNDS · NSE · 18 Jul 2026 · 10 min readDeep dive · IndiaKalyan Jewellers India Ltd — Deep Dive Analysis
Kalyan Jewellers delivered exceptional FY26 with PAT of ₹1,350 Cr (+89% YoY), aggressive store expansion (129 new showrooms), Candere turning profitable, and management targeting zero non-GML debt in FY27. However, the stock has rallied 46% in 4 sessions with delivery % collapsing from 35% to 13%, RSI at 80+, and FIIs reducing stake from 29.65% to 14.55% over 3 years. Citi targets ₹750 while technicals flash overbought warnings. Verdict: CAUTION.
KALYANKJIL · 14 Jul 2026 · 10 min readDeep dive · IndiaShakti 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.
SHAKTIPUMP · 6 Jul 2026 · 15 min readDeep dive · IndiaAther Energy — Deep Dive Analysis
Comprehensive deep-dive on Ather Energy — revenue accelerating at 70% YoY, EBITDA improving to -2.5%, DIIs accumulating, but low delivery % and stretched valuation warrant caution for swing entry.
ATHERENERG · 3 Jul 2026 · 15 min read