Aequitas: Zetwerk Manufacturing Business IPO - Thoughts on Valuation
Zetwerk Manufacturing Businesses Limited (ZMBL) is looking to raise about US$527m in its India IPO. In this note, we talk about the peer comp and...
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Primer: Kaynes Technology India (KAYNES IN) - Apr 2026
Kaynes Technology is a rapidly growing, end-to-end electronics manufacturing services (EMS) provider, well-positioned to capitalize on strong...
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Kaynes Technology India Ltd- From Our Lens
​Kaynes faced scrutiny after Kotak Report on the company. Management clarifies concerns as more of disclosure issues rather than financial impact....
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The Beat Ideas: Kaynes Technology’s Valuation Reset- An Investment Opportunity
​Kaynes Technology strengthens financial disclosures, strategic investments support growth, and tightened governance positions for medium-term...
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Tonbo Imaging IPO: A Full-Stack Global Defence Electronics Platform
From Night Vision to AI-enabled Defence Platforms: Tonbo combines proprietary technology, 28,000+ systems deployed globally and a â‚ą314 crore order...
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