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Research Reports

Independent research on listed companies — quarterly result analysis, earnings call verdicts and sector notes, written up in full.

Latest coverage
Yesterday
DEEPINDSDeep Industries Ltd

Beat revenue guidance but margins below range; FY28 ₹500Cr PAT ambitious

production enhancement delay · offshore fleet expansion · Kandla integration

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
INOXGREENInox Green Energy Services Ltd

Core O&M down 23% YoY; margin boost masks execution risk

operational revenue decline · acquisition-driven growth · H2 recovery bet

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
IRMENERGYIRM Energy Ltd

Record quarter, but margins windfall; volume miss undercuts 30% prior target

Windfall margins · Volume miss · Sourcing lock-in

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
Sun, 16 Aug
MGLMahanagar Gas Ltd

Volume growth held, but profit tanked YoY; macro crisis stalls margin upside

PNG Drive 2.0 · margin volatility · gas supply crisis

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
OILOIL INDIA LTD.

Record profit on crude surge; gas momentum stalled despite long-term vision

crude-price-driven · NRL-commissioning · gas-monetization-bottleneck

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
TATAPOWERTATA POWER CO.LTD.

27th consecutive growth quarter; rooftop surge offsets auction slowdown

renewable acceleration · rooftop exponential growth · Mundra resolution pending

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

45 GW raised, strong Q1 masks seasonal headwinds

capacity-expansion · PPA-de-risking · thermal-demand-tailwind

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
02 Aug 2026
NTPCNTPC LTD.

Multi-year pivot credible, but near-term execution stumbles

capacity transition · RE bottleneck · nuclear ambition

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas