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 4 of 7
Genus Power Infrastructures Ltd — Deep Dive Analysis
Deep-dive on Genus Power — India's leading smart metering company with ₹25,173 Cr order book, 5.3x revenue visibility, 95% FY26 revenue growth, and PEG 0.09. Madhu Kela led ₹600 Cr block deal at ₹290. Verdict: FAVORABLE WITH CAUTION — cheap on fundamentals but negative FCF and rising debt need monitoring.
GENUSPOWER · 1 Jul 2026 · 15 min readDeep dive · IndiaInsolation Energy Ltd (INA) — Deep Dive Analysis
Deep-dive on Insolation Energy (INA) — India's top-10 solar module manufacturer, largest in North India. FY26 sales ₹2,146 Cr (+61%), PAT ₹201 Cr (+60%). P/E 12.6x, PEG 0.08, forward FY27E P/E 3.3x under management guidance. But -58% from 52W high, D/E 1.10, CFO negative. Verdict: SPECULATIVE — high risk, high reward.
INA · 1 Jul 2026 · 15 min readDeep dive · IndiaApollo Micro Systems — Deep Dive Analysis
Deep-dive on Apollo Micro Systems — defence technology leader with ₹1,432 Cr order book, 41% revenue CAGR, but P/E 134x, negative CFO (-₹130 Cr) and 22.5% avg delivery. Verdict: CAUTION — expensive growth story with cash flow problems.
APOLLO · 30 Jun 2026 · 10 min readDeep dive · IndiaKaynes Technology — Deep Dive Analysis
Deep-dive on Kaynes Technology — India's leading integrated EMS player with ₹8,366 Cr order book and OSAT pivot. But CFO -₹600 Cr, guidance miss (₹4,500→₹3,626 Cr), stock -49% from ATH. Verdict: AVOID — broken guidance, broken chart, broken cash flow.
KAYNES · 30 Jun 2026 · 15 min readDeep dive · IndiaAnant Raj Ltd — Deep Dive Analysis
Deep-dive on Anant Raj — zero-debt real estate developer pivoting to data centers (28 MW operational, 357 MW target). 80% PAT CAGR, ₹25,000 Cr Haryana DC MoU, demerger potential. PEG 0.63 but ED investigation overhang. Verdict: CAUTION — strong fundamentals, wait for technical clarity.
ANANTRAJ · 28 Jun 2026 · 10 min readDeep dive · IndiaOriana 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).
ORIANA · 28 Jun 2026 · 15 min readDeep dive · IndiaSanghvi Movers Ltd — Deep Dive Analysis
Deep-dive on Sanghvi Movers — Asia's largest crane rental company (5th globally, 485+ cranes). Record revenue ₹1,070 Cr but OPM collapsed 69%→37%. KSA expansion working (90% utilization), ₹1,053 Cr order book. Verdict: CAUTION — fairly valued, margin dilution risk.
SANGHVIMOV · 28 Jun 2026 · 15 min readDeep dive · IndiaTechno 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.
TECHNOE · 28 Jun 2026 · 15 min readDeep dive · IndiaAeroflex 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.
AEROFLEX · 27 Jun 2026 · 15 min read