Primer: Blue Star Ltd (BLSTR IN) - Aug 2026
Blue Star is a leading player in the Indian HVAC and commercial refrigeration market, well-positioned to capitalize on the country's structural...
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India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW
India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.
253 Views
India's AC Stocks Are Overheating: The Policy Setback!
DPIIT extends compressor import exemptions under QCO framework till 2027, but margin squeeze continues for AC stocks despite volume caps and PAT...
137 Views
Thematic Report: India's Data Center Oligopoly!
Budget 2026 grants tax holiday to foreign cloud companies, Indian conglomerates set to control data center capacity, AI sector growth inevitable...
253 Views
AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts
Structurally bullish on AC Industry despite FY25 volume pressures; potential recovery driven by GST reduction and El Niño heatwaves, with risks...
425 Views