HEG IN – Graphite Leader Expands into Anodes; Capacity Edge and Battery Optionality Key
Strong operational performance in Q4 FY25 with high EBITDA margin and utilization, plans for expansion and deepening exposure driving positive...
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Insider Activity: Who Bought Their Own Stock in November?
Despite overall market weakness, insider buying in Indian equities was strong and widespread in November 2025, with significant activity in both...
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India Small Caps: Position for Outperformance Vs Large & Mid Caps
Late Friday evening, the Securities and Exchange Board of Indian
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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Tokai Carbon: Volatility Is High but EAF Capacity Growth and UHP Tech Hurdles Suggest Upside
The graphite electrode market has been a market darling over the last two years as premature capacity cuts by industry majors together with...
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