The Beat Ideas: Ambuja Cements From Consolidation to Cost Leadership - Unpacking the 155 MTPA Plan
​Ambuja Cements raises capacity target to 155 million tonnes, acquires Jaiprakash Associates' cement business, aims for cost reduction and green...
103 Views
Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle
​BIS enforcement collapses wood panel imports by 90%, creating INR3,000+ crore revenue gap and shifting demand to compliant listed leaders in a...
253 Views
The Beat Ideas: NLC India-A 1.17 Lakh Crores Capex, Renewable Focus
​NLCIL plans Rs. 1.17 lakh crore capex, aims for 42% PAT growth by FY28E, balancing thermal power with 10 GW renewable energy by FY30 for...
206 Views
Thematic Report on India Diagnostics: The Great Consolidation and the Rise of Organized Chains
​Indian diagnostic sector shifts focus from pandemic testing to sustainable growth drivers, with listed players poised to gain market share from...
210 Views
The Beat Ideas: Dodla Dairy: A Story of Value Added Products & Premiumisation
​Dodla is poised for growth with new plant, premium products, strong Africa operations, and self-funded model leading to a structurally compounding...
195 Views