NAUKRIINFO EDGE (INDIA) LTD.
When Founders Step Back—Naukri's ₹180 Crore Sanjeev Confidence Play
insider disposal · founder rebalancing · shareholding
ResearchCatalyst check6 minTechnology / IT
Research Reports
19 Aug 2026
LEAPINDLEAP India Ltd
The Founder's 34-Point Exit
founder exit · stake dilution · sovereign buyer
ResearchDeep dive7 minTechnology / IT
LTTSL&T Technology Services Ltd
LTTS's Engineering Intelligence Bet: When a $75M Deal Signals the Platform Pivot
Engineering Intelligence · Platform Strategy · Deal Win
ResearchDeep dive6 minTechnology / IT
EXICOMExicom Tele-Systems Ltd
When an EV Module Maker Exports to the World—India's Liquid-Cooling Edge
EV charging · power electronics · liquid cooling
ResearchDeep dive5 minIndustrials & Infra
BAJAJHINDDWARKESH+5
The Sugar Sector Melt-Up: Commodity Tailwinds and Equity Demand Collide
sugar · commodity · fmcg
ResearchDeep dive6 minFMCG
BLUBLND-BBlue Blends (India) Ltd
Blue Blends: From Insolvency to Restructuring—Complete Equity Wipeout Under NCLT Resolution
NCLT · insolvency · resolution
ResearchDeep dive6 minIndustrials & Infra
18 Aug 2026
STHINPASOUTH INDIA PAPER MILLS LTD.
When Promoters Buy Control: South India Paper's ₹26% Open Offer at ₹120
open offer · promoter acquisition · takeover
ResearchDeep dive6 minIndustrials & Infra
INDSWFTLABIND-SWIFT LABORATORIES LTD.
When Pharma Capex Unlocks Regulated Markets: Ind-Swift's EU-GMP Bet
pharma capex · EU-GMP certification · regulated markets
ResearchDeep dive6 minPharma & Healthcare
CEIGALLCeigall India Ltd
When Government Capex Collides With Execution: Ceigall's ₹2,150 Crore MoRTH Milestone
infrastructure · roads · MoRTH
ResearchDeep dive6 minIndustrials & Infra
ACUTAASAmi Organics Ltd
Battery Tech Gets Government Backing: Acutaas Clears MeitY ECMS Hurdle
EV · government incentive · ECMS
ResearchDeep dive5 minMetals & Mining
LEAPINDLEAP India Ltd
The Promoter Exit—₹1,998 Crore Liquidation at LEAP India
promoter stake · IPO · bulk deal
ResearchDeep dive6 minTechnology / IT
PPLPHARMAPiramal Pharma Ltd
Piramal Pharma's CDMO Inflection—When a ₹76 Crore Yapan Bet Signals Large-Molecule Pivot
CDMO · Yapan Bio · acquisitions
ResearchDeep dive6 min
KIRLPNUKIRLOSKAR PNEUMATIC CO.LTD.
Kirloskar Pneumatic's 50% Collapse: When a 50-Year Pioneer Crashes on Silence
crash · mystery · catalyst
ResearchCatalyst check6 minIndustrials & Infra
JYOTICNCJyoti CNC Automation Ltd
Jyoti CNC's ₹1,020 Crore Bet: When Government Capex Meets Manufacturing Inflection
capital expenditure · government schemes · manufacturing inflection
ResearchDeep dive5 minIndustrials & Infra
RPOWERRELIANCE POWER LTD.
Reliance Power: When Enforcement Cascades Into Insolvency Threat
PMLA · enforcement directorate · insolvency
ResearchDeep dive7 minEnergy & Oil/Gas
MANIPALHOSLLOYDSENGG+6
When Consolidation Meets Opportunity—The August M&A Burst Across Infra, Healthcare, and Manufacturing
M&A · consolidation · strategic acquisitions
ResearchDeep dive6 minIndustrials & Infra
RELINFRARELIANCE INFRASTRUCTURE LTD.
When Enforcement Cascades Through a Conglomerate—Reliance Infra's ₹3,000 Cr PMLA Exposure
PMLA enforcement · ED investigation · regulatory risk
ResearchCatalyst check6 minIndustrials & Infra
17 Aug 2026
CAPINVITCapital Infra Trus
When Infrastructure Trusts Consolidate Their Own Assets: Capital Infra's ₹29K Crore Bet
Infrastructure Investment Trust · InvIT · highway concession
ResearchDeep dive6 minIndustrials & Infra
CEATLTDCEAT LTD.
Debt-to-Equity Conversion Meets Employee Conviction at CEAT—Turnaround Signal or Distress Denial?
debt restructuring · subsidiary consolidation · ESOP
ResearchCatalyst check5 minAutomobile
LEAPINDLEAP India Ltd
LEAP India: When ₹2,000 Crore Founder Bet Meets Institutional Repositioning
Founder exit · Institutional buying · Stake dilution
ResearchCatalyst check4 minFinancial Services
GMRAIRPORTGMR Airports Infrastructure Ltd
GMR's Bhogapuram Milestone—When Regional Airports Unlock Passenger Inflection
airports · regional connectivity · capex
ResearchDeep dive6 minIndustrials & Infra
NELCONELCO LTD.
Nelco's $20M Satellite Bet—When a Tata Pioneer Pivots to the D2D Frontier
satellite · IoT · direct-to-device
ResearchDeep dive5 minTechnology / IT
OLAELECOla Electric Mobility Ltd
Ola's Energy Storage Bet—When an EV Scooter Maker Enters Grid Storage
battery storage · BESS · Gigafactory
ResearchDeep dive7 minEnergy & Oil/Gas
INDOAMININDO AMINES LTD.-$
When Plant Fire Stops Chemistry: Indo Amines' Mahad Crisis and Capacity Recovery
safety incident · plant operations · capacity disruption
ResearchDeep dive6 minMetals & Mining
LUPINLUPIN LTD.
Lupin's CNS Anchor—When Pitolisant Approval Meets Competitive Generic Density
USFDA approval · Pitolisant · CNS drugs
ResearchDeep dive5 minPharma & Healthcare
RCOMEUREKAI+4
When Authorities Tighten: The Regulatory Squeeze on Marginal Capital
regulatory enforcement · tax audits · RBI penalties
ResearchDeep dive8 minTelecom & Media
YASHOTATVA+7
China is crushing half of India's chemical industry — and hiring the other half
China Plus One · specialty chemicals · Q1 FY27
ResearchDeep dive6 minMetals & Mining
OPTIFINAPOLLOFI+1
When Auditors Balk: Seven Fee Disputes in Ten Days and What Governance Risk It Signals
auditor resignation · audit fees · governance
ResearchDeep dive7 minFinancial Services
NIBENIBE Ltd
NIBE's ₹563 Crore Defence Order—When Missile Systems Meet Manufacturing Execution
loiter munitions · defence contract · Vayuastra
ResearchDeep dive5 min
15 Aug 2026
