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
Research Reports
27 Jul 2026
26 Jul 2026
AMBUJACEMAMBUJA CEMENTS LTD.
Capacity & Margin Narrative Awaits; Mergers Pending Approval
Q1 FY27 earnings · margin trajectory · capacity expansion
SHREECEMSHREE CEMENT LTD.
Volume growth meets cost inflation — the margin story unfolds
Shree Cement · Q1 FY27 · cement margins
BELBHARAT ELECTRONICS LTD.
Strong order wins test revenue run-rate amid valuation reset
defence-psu · order-book · revenue-trajectory
ABBABB India Limited
Can ABB Sustain 25% Order Growth in Q2? Watch Margin & Backlog Depth
order growth · electrification · backlog depth
WAAREEENERWaaree Energies Ltd
Order momentum tests execution at scale—watch BESS traction and margin hold
order book · solar modules · BESS manufacturing
25 Jul 2026
ORIENTCEMOrient Cement Ltd
Orient Cement Q1: revenue down 30% YoY, PAT ₹77 Cr; op margins expand on cost discipline
cement · revenue decline · margin expansion
BGWTATOKKSILK+2
When Waters Rise: Western India's Factory Shutdowns
flooding · western india · operational disruption
ResearchCatalyst check6 minIndustrials & Infra
ZENTECZEN TECHNOLOGIES LTD.
Zen Tech Q1 weak: consolidated PAT ₹31.9 Cr, down 40% YoY on margin squeeze
defence · anti-drone systems · margin compression
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
AUBANKSURANASOL+3
Q1 FY27 Earnings: Where Growth Met Margin Pressure
Q1 FY27 · earnings · margin compression
ResearchDeep dive6 minBanking
SESHAPAPERSESHASAYEE PAPER & BOARDS LTD.
Seshasayee Paper Q1: consolidated PAT more than doubles YoY to ₹31.9 Cr on 28% revenue jump
paper and boards · writing paper · margin expansion
EXXAROExxaro Tiles Ltd
Exxaro Tiles Q1: consolidated PAT rises 2.6x YoY to ₹2.07 Cr on 31% revenue growth
ceramic tiles · vitrified tiles · revenue growth
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
SHREDIGCEMSHREE DIGVIJAY CEMENT CO.LTD.-$
Digvijay Cement Q1: revenue +72% on Hi-Bond traded volumes but PAT halves to ₹6.8 Cr as finance costs spike
cement · margin compression · finance cost spike
SHAKTIPUMPSHAKTI PUMPS (INDIA) LTD.-$
Shakti Pumps: consolidated PAT falls 47% YoY to ₹51.6 Cr as margins halve, despite 38% revenue growth
solar pumps · capital goods · margin compression
DUKEOFSDUKE OFFSHORE LTD.
Duke Offshore — The 70% Ownership Flip That Changes Everything
PE acquisition · ownership change · offshore drilling
ResearchDeep dive6 minIndustrials & Infra
ACCACC LTD.
ACC Q1: consolidated PAT crashes 61% YoY to ₹147 Cr as costs stay high, plants idled
cement · margin compression · profit decline
RKFORGERAMKRISHNA FORGINGS LTD.
Ramkrishna Forgings: consolidated PAT quadruples YoY to ₹47 Cr on 20% revenue growth, margins expand
forgings · auto components · margin expansion
WENDTWENDT (INDIA) LTD.
Wendt Q1: consolidated PAT up 63% YoY to ₹6.2 Cr on 37% revenue growth, NPM expands
super abrasives · capital goods · margin expansion
WPILWPIL LTD.
WPIL consolidated PAT doubles to ₹59 Cr as overseas engines fire; standalone halves
pumps · water infrastructure · international business
LMWLAKSHMI MACHINE WORKS LTD.
LMW Q1: consolidated PAT ₹55.5 Cr ~5x YoY, revenue +24% as textile machinery clears losses
textile machinery · machine tools · capital goods
DALBHARATDalmia Bharat Ltd
Dalmia Q1: consol PAT ₹192 Cr after ₹182 Cr deal charge; underlying flat, margins slip
cement · margin compression · exceptional charge
APARINDSAPAR INDUSTRIES LTD.
Apar Q1: consolidated PAT ₹467 Cr, up 78% YoY as speciality-oils margins surge
electrical equipment · conductors · transformer oils
DUKEOFSDUKE OFFSHORE LTD.
Duke Offshore: When the Founders Exit—The 70% Control Shift
promoter-exit · acquisitions · turnaround
ResearchDeep dive6 minIndustrials & Infra
23 Jul 2026
GRPLTDGRP LTD.
GRP swings back to profit: consolidated PAT ₹4.2 Cr, +140% YoY as margins rebound to ~10.8%
rubber recycling · margin expansion · profit rebound
WAAREEINDOIndosolar Ltd
Indosolar Q1 PAT drops 69% YoY to ₹36.6 Cr as revenue slumps 65%
solar modules · waaree group · revenue decline
INDIGOInterGlobe Aviation Ltd
IndiGo swings to ₹238 Cr Q1 net loss as fuel bill jumps 86% despite 20% revenue growth
aviation · airlines · fuel cost spike
ADANIPORTSADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.
Volumes in focus: Container surge and margin lift at Adani Ports
cargo volumes · EBITDA growth · container terminals
ASIANPAINTASIAN PAINTS LTD.
Decorative Paint Volumes to Rise; Margin Pressure Worth Watching
Asian Paints · Q1 FY27 · earnings