ROSSTECHRossell Techsys Ltd
Promoters Exit ₹166 Crore Position—Is the Story Ending?
promoter-exit · block-deal · insider-selling
ResearchDeep dive7 minIndustrials & Infra
Research Reports
03 Aug 2026
ZEELZEE ENTERTAINMENT ENTERPRISES LTD.
Zee's Governance Collapse: SEBI Restraint on Goenka + Chandra
SEBI · governance · restraint
ResearchCatalyst check5 minTelecom & Media
NOVARTINDNOVARTIS INDIA LTD.
Novartis Steps Back: A ₹1,377 Crore Exit After Seven Decades
promoter exit · change of control · chrysapital
ResearchDeep dive6 min
28 Jul 2026
TITILAKNAGAR INDUSTRIES LTD.-$
The Imperial Blue Inflection: How a Spirits Consolidation Rewires Tilaknagar
IMFL · spirits · Imperial Blue
ResearchDeep dive5 min
AFCONSAfcons Infrastructure Ltd
Afcons Infrastructure: A ₹2.67K Crore Pledge Signals Promoter Distress
promoter pledge · debt stress · civil construction
ResearchDeep dive5 minIndustrials & Infra
LTLARSEN & TOUBRO LTD.
L&T's European Offshore Pivot: TenneT's Confidence in a ₹2 GW Framework
renewable energy · offshore wind · Europe
ResearchDeep dive7 minIndustrials & Infra
CIPLACIPLA LTD.
Cipla's First DPI Approval Opens a $908 Million Runway
USFDA · DPI · Generic Advair
Research4 min
27 Jul 2026
RRKABELRKFORGE+4
Industrials Q1 Reset: Margin Recovery, Capex Conviction
Q1 FY27 · margin recovery · capex
ResearchDeep dive7 minIndustrials & Infra
PRABHHANSPrabhhans Industries Ltd
Prabhhans Industries: The Unexpected Unraveling of a 36% Promoter Stake
promoter_disposal · shareholding · stake_liquidation
ResearchDeep dive7 min
VOGLACL+1
The Distress Ladder: Three Stocks Sliding Down Different Rungs
distress · regulatory · operational losses
ResearchDeep dive6 minEnergy & Oil/Gas
AFCONSAfcons Infrastructure Ltd
Afcons at the Crossroads: What the ₹2,670-Crore Pledge Signals
infrastructure · pledged shares · capital raise
ResearchDeep dive5 minIndustrials & Infra
DUKEOFSDUKE OFFSHORE LTD.
Change of Guard: Duke Offshore's New Promoter Reshapes Oil Services
offshore equipment · promoter change · Aspect Global
ResearchDeep dive6 minEnergy & Oil/Gas
RATNAVEERRatnaveer Precision Engineering Ltd
The Copper Clad Inflection: Ratnaveer's capex ramp pivots to earnings
Copper Clad Laminate · Import substitution · Electronics-grade materials
ResearchDeep dive6 minMetals & Mining
MAMATABGWTATO+2
The Monsoon Strike: Manufacturing Plants Paralyzed Across 4 Districts
monsoon · disruption · manufacturing
ResearchDeep dive6 minIndustrials & Infra
SIGMAADVMEGASOFT LTD.
Sigma's $1B Artillery Prize: Can the Company Sustain Margin-Accretive Export Orders?
defence exports · artillery shells · margin expansion
ResearchDeep dive7 minIndustrials & Infra
25 Jul 2026
BGWTATOKKSILK+2
When Waters Rise: Western India's Factory Shutdowns
flooding · western india · operational disruption
ResearchCatalyst check6 minIndustrials & Infra
SHARDULSHARDUL SECURITIES LTD.
Shardul Securities: The Conviction Bet—When Promoters Buy Below Their Own Acquisition Price
insider buying · promoter conviction · micro-cap turnaround
ResearchFollow-up6 minFinancial Services
BGWTATOKKSILK+2
When Supply Chains Meet Monsoon: The 48-Hour Manufacturing Crisis Across Four Sectors
monsoon disruption · supply chain · manufacturing shutdown
ResearchDeep dive6 minIndustrials & Infra
SHARDULSHARDUL SECURITIES LTD.
Shardul Securities: The 20-Point Stake Climb
promoter consolidation · shareholding · insider conviction
ResearchDeep dive8 minFinancial Services
AUBANKSURANASOL+3
Q1 FY27 Earnings: Where Growth Met Margin Pressure
Q1 FY27 · earnings · margin compression
ResearchDeep dive6 minBanking
WELSPUNLIVWELSPUN INDIA LTD.
Welspun Living: The Pivot After the Flood
textiles · operational disruption · capex
ResearchDeep dive5 minConsumer & Retail
CREDITACCCreditAccess Grameen Ltd
Smart Money Exits—When Institutions Liquidate After the Recovery Thesis
microfinance · institutional flows · NPA recovery
ResearchFollow-up5 minFinancial Services
24 Jul 2026
WELCORPWelspun Corp Limited
Welspun Corp: Record EBITDA Signals Capex Boom Is Real
Q1 results · order book · capex cycle
ResearchDeep dive5 minIndustrials & Infra
LODHAMacrotech Developers Ltd
Lodha's Best Quarter Yet—But Debt Compression Is the Real Story
Q1 FY27 results · debt compression · leverage
ResearchDeep dive5 min
INDCEMCAPINDIA CEMENTS CAPITAL LTD.
India Cements Capital: The Open Offer at ₹12—Fair Value or Arb Opportunity?
open offer · acquisition · consortium
ResearchDeep dive8 min
SHARDULSHARDUL SECURITIES LTD.
Shardul Securities: The ₹119 Crore Consolidation and the Margin Inflection
promoter acquisition · stake consolidation · earnings turnaround
ResearchDeep dive5 minFinancial Services
DUKEOFSDUKE OFFSHORE LTD.
Duke Offshore — The 70% Ownership Flip That Changes Everything
PE acquisition · ownership change · offshore drilling
ResearchDeep dive6 minIndustrials & Infra
HCLTECHHCL TECHNOLOGIES LTD.
HCLTech's ₹14,257 Crore Sovereign AI Bet: Infrastructure or Overreach?
sovereign AI · capex · data center
ResearchDeep dive6 min
EXCELINDUSEXCEL INDUSTRIES LTD.
Excel Industries: When a Specialty Chemical Player Becomes a Contract Manufacturer
contract manufacturing · capex completion · revenue visibility
ResearchDeep dive5 minMetals & Mining
DUKEOFSDUKE OFFSHORE LTD.
Duke Offshore: When the Founders Exit—The 70% Control Shift
promoter-exit · acquisitions · turnaround
ResearchDeep dive6 minIndustrials & Infra