Primer: Cummins India (KKC IN) - Sep 2025
Market Leader Benefitting from Regulatory Tailwinds: Cummins India is the nation's largest engine manufacturer and is poised to benefit...
190 Views
NIFTY200 Momentum30 Index Rebalance Preview: 64% One-Way Turnover & US$1.8bn Trade
We forecast 19 changes for the index in Dec. One-way turnover is estimated at 64.2% resulting in a round-trip trade of INR 163bn (US$1.8bn). The...
341 Views
AMFI Stock Reclassification Preview (Dec 2025): New Listings Shaking Up the Rankings
We currently forecast 31 migrations for the AMFI December reclassification. Many IPOs could be added to Large/Mid cap. The forecast upward...
527 Views
Industrials (Q2FY26 Results Preview): Domestic ordering tepid, export order saviour
In Q2/H1FY26, we haven’t seen any pick-up in road awards as NHAI ordering remains subpar. Whilst the award pipeline is pegged at INR 3.5trn,...
185 Views
JSW Cement IPO Trading - Overall Demand Lags Recent Listings
JSW Cement raised about US$410m in its India IPO. We have covered various aspects of the deal in our previous note. In this note, we will talk...
451 Views