TARILTRANSFORMERS AND RECTIFIERS (INDIA) LTD.
TARIL enters nuclear with a Kaiga 5&6 generator-transformer order via MEIL, filed as a ₹100–500 Cr Large Order
TARIL · NPCIL · Kaiga
ResearchDeep dive6 minIndustrials & Infra
Research Reports
30 Aug 2026
28 Aug 2026
AXISCADESAxiscades Technologies Ltd
Aerospace Manufacturing Inflection: When an Engineering Services Leader Owns the Factory
aerospace manufacturing · defence supply chain · acquisition
ResearchDeep dive7 minIndustrials & Infra
LIPPISYSLIPPI SYSTEMS LTD.-$
A Change of Control Announced in May, Completed in August: LIPPI Systems Passes to the Dholu Family at ₹56.84
change of control · SAST · open offer
Research4 minIndustrials & Infra
27 Aug 2026
DRLDisha Resources Ltd
Promoters Sold a Third of Disha Resources in August, at ₹26–35, Before the Stock Hit ₹40.91
promoter selling · SAST disclosure · micro-cap
Research4 minIndustrials & Infra
TEJASNETTejas Networks Ltd
Tejas Networks: The BSNL 4G RAN Order That Doubles the Visibility
BSNL 4G RAN · telecom infrastructure · 5G optionality
ResearchDeep dive5 minTelecom & Media
GLOBECIVILGlobe Civil Projects Ltd
Strong Execution, but Guidance Softened and Working Capital Strained
order book expansion · working capital intensity · government concentration
GLOBECIVILGlobe Civil Projects Ltd
Strong Q1 beat, but order book guidance softens vs prior 20-25% target
order book expansion · working capital intensity · government concentration
EASTINDIAPRECISION CONTAINEURS LTD.
A Sale the Rules Required: East India Drums' Promoter Sells 15% via Minimum-Public-Shareholding OFS at a 10% Discount
OFS · minimum public shareholding · promoter stake
Research4 minIndustrials & Infra
WELCORPWelspun Corp Limited
The End of an Era — Welspun Investments Steps Back from ₹1,365 Crore
promoter divestment · block deal · capital redeployment
ResearchDeep dive5 minMetals & Mining
26 Aug 2026
25 Aug 2026
KALYANIFRGKALYANI FORGE LTD.
Margins Surge, But Revenue Growth Stalls—The Quarter's Unresolved Tension
margin expansion · revenue growth stall · wheel hubs
KALYANIFRGKALYANI FORGE LTD.
Margin power on display, growth story still loading
margin expansion · new product ramp · capacity utilization
JYOTHYLABNUVOCO+2
Synchronized Enforcement: A Regulatory Shift in Motion
tax enforcement · GST · excise duty
ResearchDeep dive8 minFMCG
AEGISLOGAEGIS LOGISTICS LTD.
When Infrastructure Pivots: Aegis's ₹525 Crore Ammonia Play at Pipavav
ammonia terminal · Pipavav · logistics
ResearchDeep dive6 minIndustrials & Infra
WABAGVA TECH WABAG LTD.
When Indian Water Tech Goes Global—WABAG's Kuwait Desalination Inflection
desalination · GCC expansion · water technology
ResearchDeep dive5 minIndustrials & Infra
24 Aug 2026
CEIGALLCeigall India Ltd
Ceigall's Frontier Moment: When ₹705 Crore Unlocks Mid-Cap Scale
roads · highways · arunachal pradesh
ResearchDeep dive6 minIndustrials & Infra
TDPOWERSYST D POWER SYSTEMS LTD.
A 1:2 Split, Not a Rout: T D Power Systems' Adjusted Shares Rose 1.7% on the Record Date; Promoter Preferential Issue at ₹600 Is the Live Question
stock split · record date · preferential issue
Research4 minIndustrials & Infra
GRSEGarden Reach Shipbuilders & Engineers Ltd
GRSE's Capex Moment: When ₹2,670 Crore Unlocks Indigenous Shipbuilding Scale
capex · shipbuilding · navratna
ResearchDeep dive6 minIndustrials & Infra
23 Aug 2026
22 Aug 2026
DIACABSDiamond Power Infrastructure Limited-$
Diamond Power's Copper Gambit: When Capex Meets Hyperscale Demand
cables · data-centres · capex
ResearchDeep dive7 minIndustrials & Infra
APOLLOPREMEXPLN
Apollo's ₹698 Wager: The Premier Explosives Acquisition Math
open offer · acquisitions · defense sector
ResearchDeep dive7 minIndustrials & Infra
21 Aug 2026
RAGHUSYNCOROMANDEL+4
The August Enforcement Wave: Taxmen, Customs, and Auditors Aligned
GST enforcement · Customs audit · Tax compliance
ResearchDeep dive7 minMetals & Mining
SAMKRGSAMKRG PISTONS & RINGS LTD.-$
When Family Control Consolidates—SAMKRG's Quiet Restructuring at 30%+ Stake
promoter consolidation · inheritance · control shift
ResearchDeep dive4 minIndustrials & Infra
UFLEXUFLEX LTD.
Record Margin, Zero Volume—the Market Is Pricing in Perfection
capex-payoff · pricing-dependency · q2-normalization
UFLEXUFLEX LTD.
Strong capex payoff masks pricing dependency; long-term visible but Q2 reset incoming
geographic diversification · value-added capex · overseas leverage
20 Aug 2026
SKFINDIASKF India Ltd
Post-Demerger Shock Meets Long-Term Pivot—the Street Believes the Latter
demerger disruption · EV electrification · capacity expansion
SKFINDIASKF India Ltd
Post-demerger pivot stalls; Q1 revenue crashes 54%, margins compressed
EV electrification · capacity expansion · post-demerger
VPRPLVishnu Prakash R Punglia Ltd
VPRPL: Q1 Loss and a Going-Concern Flag; ₹20 Cr Bikaner Guarantee Stayed 45 Days; Promoter Holding Down to 38%
construction · railway · going concern
Research5 minIndustrials & Infra
LTLARSEN & TOUBRO LTD.
L&T's Dubai Milestone—When Indian Infrastructure Exports Scale Globally
Infrastructure · International orders · GCC expansion
ResearchDeep dive5 minIndustrials & Infra
SUBAMSubam Papers Ltd
When Supply Lines Catch Fire: Subam Papers' Tirunelveli Crisis
Paper Manufacturing · Supply Chain Disruption · Insurance Claims
ResearchDeep dive5 minIndustrials & Infra