BLELBehari Lal Engineering Ltd
First Listed Quarterly Test: Can Behari Lal Sustain FY26's Momentum Post-IPO?
precision engineering · IPO listing · Q1 results
Research Reports
03 Sept 2026
SHIPROCKETShiprocket Ltd
First reported quarter as a public company: can Shiprocket sustain growth while marching toward profitability?
shiprocket · logistics · saas
MOLBIOMolbio Diagnostics Ltd
Fresh listing, fresh results — watch revenue growth sustain and capital deployment
molecular diagnostics · IPO capital deployment · revenue growth trajectory
02 Sept 2026
KMEWKnowledge Marine & Engineering Works Ltd
138% Growth Masks a Margin Cliff and Order Book Depletion
margin compression · order book depletion · bid pipeline
KMEWKnowledge Marine & Engineering Works Ltd
Exceptional Q1 execution masks margin compression risk ahead
order book depletion · shipbuilding scale-up · bid pipeline conversion
DHOOTTRANSDhoot Transmission Ltd
Strong growth trajectory for newly listed EV supplier into September results
EV supplier · two-wheeler OEM · capital deployment
01 Sept 2026
JNPRJuniper Green Energy Ltd
Record Execution Meets Skeptical Market — The Transmission Risk Tax
FDRE · battery cost · transmission risk
JNPRJuniper Green Energy Ltd
Record execution on FDRE, battery strategy shift drives margin expansion
FDRE capacity · battery cost deflation · merchant BESS strategy
RACLGEARRACL Geartech Ltd
31% growth masks 0.5% quarter — RACL holds the line on guidance
gear transmission · new customer ramps · capex cycle
RACLGEARRACL Geartech Ltd
Strong YoY growth masks Q1 flatness; new programs ramping cautiously
KTM recovery · BMW SOP · Royal Enfield ramp
MVELECTROMV Electrosystems Ltd
Order Book Locked; Q1 Loss Tests the Margin Recovery Narrative
propulsion systems · scale-up · order book
MVELECTROMV Electrosystems Ltd
Scale-up path clear, but Q1 loss masks execution risk
scale-up · order book · propulsion systems
31 Aug 2026
MILKYMISTMilky Mist Dairy Food Ltd
Milky Mist's debut quarter beats Street: revenue +43.6% YoY, margins expand sharply
value-added dairy · ipo debut quarter · margin expansion
PRECAMPrecision Camshafts Ltd
Strong India, Collapsing EMOSS — The 55% PAT Decline Management Won't Own
earnings · camshafts · EMOSS
PRECAMPrecision Camshafts Ltd
Pipeline is strong; Q1 results and EMOSS drag weaken the signal
order book ₹1,500 Cr · new programs ramping · PAT -55% YoY
30 Aug 2026
EPLEPL Ltd
Record growth, profit flat—the leverage problem
leverage gap · profit flat · capex drag
AVGAVG Logistics Ltd
Profit surges on efficiency, but revenue misses the FY27 growth test
revenue growth gap · margin expansion · Haldiram contract
EPLEPL Ltd
Record 25% growth masks flat profit; execution risk on leverage
revenue growth · cost pass-through · Beauty & Cosmetics
AVGAVG Logistics Ltd
Margin surge masks soft revenue growth; Haldiram scales execution
PAT growth · Margin expansion · Haldiram contract
STLTECHSTERLITE TECHNOLOGIES LTD.
Sterlite Tech signs a three-year, ~USD 288 million cable supply deal — its third order filing in August
optical fibre cable · supply agreement · hyperscaler
ResearchDeep dive5 minTelecom & Media
NAGARFERTNagarjuna Fertilizers and Chemicals Ltd
Nagarjuna Fertilizers: ₹5.56 Cr loss, zero revenue again; going-concern doubt persists
fertilizers · going concern doubt · zero revenue
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
MAXESTATESMax Estates Ltd
Max Estates issues ₹420 Cr of new shares for 84.71 Delhi acres — its first residential land inside Delhi
preferential issue · share swap · land acquisition
ResearchDeep dive6 minReal Estate
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
RUBICONRubicon Research Ltd
General Atlantic Sells 8.45% of Rubicon Research in ₹2,300 Cr Block Deals; Stake Falls to 27.3%
Rubicon Research · General Atlantic · block deal
Research4 min
HINDCOPPERHINDUSTAN COPPER LTD.
Hindustan Copper: Government Sells 6% via OFS at a ₹514 Floor, Stake Falls to ~60%; QIP of Up to 9.7 Cr Shares Approved
Hindustan Copper · OFS · disinvestment
Research4 min
TRITONVTRITON VALVES LTD.
38% Revenue Growth Masks a Compression Cycle: When Do Margins Recover?
earnings · margin compression · EV tailwind
TRITONVTRITON VALVES LTD.
Revenue momentum strong, margin quality soft amid commodity inflation
organic growth · commodity passthrough · EV tailwind
AVANTIFEEDAVANTI FEEDS LTD.-$
Growth masked by inflation: the ₹1,900 Crore quarter raw materials won
margin compression · raw material inflation · feed pricing
AVANTIFEEDAVANTI FEEDS LTD.-$
Revenue beat, profit crushed: raw material inflation overwhelms pricing
margin compression · raw material inflation · pricing lag