PowerGrid (PGCIL): India's Indispensable Grid Operator!
​Invest in PGCIL for exposure to India's growing electricity demand, renewable energy build-out, and capex supercycle, with potential for re-rating...
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India: Is Power Distribution Business Getting More Attractive than Generation and Transmission?
Power Distribution is attracting more interestThere have been a few events in last few months indicating that the companies are getting more...
290 Views
Aequitas: Tata Capital IPO Lockup Expiry - Will Have to Sell US$1.4bn of Stock but Has More Time Now
Tata Capital Limited (TATACAP IN) raised around US$1.7bn in its IPO in October 2025. The lockup on its promoter and pre-IPO investors is set to...
385 Views
The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase
​GE Vernova T&D secures HVDC-VSC order for Khavda-South project, boosting revenue visibility and backlog to record levels in India's grid...
506 Views
Emmvee Photovoltaic Power IPO - Integrated Scale, Bright Prospects
Emmvee Photovoltaic Power Ltd is looking to raise about US$327m in its India IPO. In this note, we have a look at its past performance, and talk...
320 Views