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Yesterday
SRFICICIBANK+9

Nine tax notices in one evening: ₹825 crore proposed, but each company's own notice is a sliver of its own market value — 0.02% for ICICI Bank, 4.6% for Yatra

GST · show-cause notice · Section 73

ResearchDeep dive7 minMetals & Mining
Thu, 1 Oct
GSPLTRANSGSPL Transmission Ltd

GSPL Transmission lists, completing the GSPC demerger — with ₹1,800 crore of expansion already awarded

demerger listing · gas transmission · pipelines

Research4 minEnergy & Oil/Gas
Wed, 30 Sept
KPIGREENKPI Green Energy Ltd

KPI Green signs a ₹2,410 crore binding offer for 507.9 MW of operating wind, a deal a third of its market cap

wind energy · acquisition · renewables

ResearchDeep dive5 minEnergy & Oil/Gas
GANESHBEGANESH BENZOPLAST LTD.

Ganesh Benzoplast agrees to sell its storage and rail businesses for ₹1,154 Cr — more than its market cap

slump sale · liquid storage terminals · rail logistics

ResearchDeep dive5 minEnergy & Oil/Gas
22 Sept 2026
GKENERGYGK Energy Ltd

GK Energy wins a 150 MW / 300 MWh battery-storage award — a 15-year contracted stream beside the solar core

GK Energy · BESS · battery energy storage

Research4 minEnergy & Oil/Gas
21 Sept 2026
PREMIERENEPremier Energies Ltd

Premier Energies commissions 7 GW Naidupeta cell line, now India's largest solar cell maker at 10.6 GW

solar manufacturing · capacity expansion · TOPCon

ResearchDeep dive5 minEnergy & Oil/Gas
19 Sept 2026
JPPOWERJaiprakash Power Ventures Limited

Jaiprakash Power agrees ₹511 crore NARCL settlement; IBC proceedings to be withdrawn once conditions are met

Jaiprakash Power Ventures · NARCL · settlement terms

ResearchDeep dive5 minEnergy & Oil/Gas
18 Sept 2026
GRINFRANTPC

G R Infra terminates its NTPC BESS contracts at Mouda; NTPC invokes ₹90.86 crore of guarantees within a day

contract termination · bank guarantee · surety bonds

Research4 minIndustrials & Infra
16 Sept 2026
VIKRAMSOLRVikram Solar Ltd

Vikram Solar contracts 1 GW of domestic cells from Avaada for ≈₹1,250 Cr, ahead of its own 9 GW plant

solar · solar cells · supply agreement

Research4 minEnergy & Oil/Gas
06 Sept 2026
INDIGRIDIndiGrid Infrastructure Trust

IndiGrid signs SPAs for Shongtong transmission asset at an enterprise value up to ₹5,315.8 Cr, payable only once the project earns revenue

invit · power transmission · ists

ResearchDeep dive5 minEnergy & Oil/Gas
27 Aug 2026
CONFIPETCONFIDENCE PETROLEUM INDIA LTD.

Revenue Surge, Margins Thin, Guidance Sparse

LPG pricing · commodity-driven revenue · margin compression

Result verdictFollow-upQ1 FY276 minEnergy & Oil/Gas
CONFIPETCONFIDENCE PETROLEUM INDIA LTD.

Crisis-led surge masks thin margins, guidance vague

volume growth · LPG pricing · West Asia crisis

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
26 Aug 2026
ONIXSOLARABC GAS (INTERNATIONAL) LTD.

When Insiders and Institutions Align—ABC Gas's Quiet ₹30 Crore Conviction Play

insider buying · promoter conviction · bulk deals

ResearchDeep dive5 minEnergy & Oil/Gas
25 Aug 2026
ACMESOLARACME Solar Holdings Ltd

ACME Solar's SECI Inflection: When 300 MW Unlocks the 15 GWh BESS Thesis

BESS · SECI · peak power

ResearchDeep dive5 minEnergy & Oil/Gas
24 Aug 2026
KPIGREENKPI Green Energy Ltd

KPI Green's Saudi Moment: When International Capital Eyes India's Renewable Consolidation

renewable energy · strategic investment · consolidation

ResearchDeep dive5 minEnergy & Oil/Gas
21 Aug 2026
RAGHUSYNCOROMANDEL+4

The August Enforcement Wave: Taxmen, Customs, and Auditors Aligned

GST enforcement · Customs audit · Tax compliance

ResearchDeep dive7 minMetals & Mining
19 Aug 2026
HEGHEG LTD.

The Value Unlock Play: HEG's Demerger Into Graphite and Green Energy

demerger · graphite · battery materials

ResearchDeep dive5 minMetals & Mining
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
CASTROLINDCASTROL INDIA LTD.

Record PAT growth offset by flagged Q3 margin squeeze

margin pressure · raw material costs · pricing action

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
TORNTPOWERTORRENT POWER LTD.

Capex Ramped, Earnings Stumbled — Renewable Ramp Must Exceed Headwinds

renewable energy · capex acceleration · merchant power

Result verdictFollow-upQ1 FY276 minEnergy & Oil/Gas
TORNTPOWERTORRENT POWER LTD.

Capex ramped, earnings stumbled; transmission delays push renewables to FY28

renewable delays · LNG headwind · Nabha accretion

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
18 Aug 2026
HINDPETROHINDUSTAN PETROLEUM CORPORATION LTD.

Record throughput, historic loss: HPCL's Q1 confirms crisis, not recovery

inventory write-down · government subsidy · refining margins

Result verdictFollow-upQ1 FY276 minEnergy & Oil/Gas
HINDPETROHINDUSTAN PETROLEUM CORPORATION LTD.

Record throughput, historic loss: inventory crisis masks structural upside

inventory write-down · marketing under-recovery · HRRL ramp-up

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
GAILGAIL (INDIA) LTD.

Trading arbitrage masks normalizing margin pressure — but management isn't fooled

basis arbitrage · margin normalization · LPG volatility

Result verdictFollow-upQ1 FY276 minEnergy & Oil/Gas
GAILGAIL (INDIA) LTD.

Strong quarter, temporary tailwinds—guidance held firm

trading arbitrage · basis normalization · price volatility

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
IOCINDIAN OIL CORPORATION LTD.

The Loss Quarter That Hides IOC's Real Problem — and a 2-Year Fix

geopolitical margin compression · LPG under-recovery · inventory-driven earnings

Result verdictFollow-upQ1 FY276 minEnergy & Oil/Gas
IOCINDIAN OIL CORPORATION LTD.

Strong refining growth masked by LPG losses and margin compression

refinery expansion · geopolitical risk · LPG under-recovery

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
RPOWERRELIANCE POWER LTD.

Reliance Power: When Enforcement Cascades Into Insolvency Threat

PMLA · enforcement directorate · insolvency

ResearchDeep dive7 minEnergy & Oil/Gas
17 Aug 2026
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
RCOMEUREKAI+4

When Authorities Tighten: The Regulatory Squeeze on Marginal Capital

regulatory enforcement · tax audits · RBI penalties

ResearchDeep dive8 minTelecom & Media