The Beat Ideas: Salzer Electronics: Smart Meter Play, A Proxy to India’s Electrification Story
​Salzer Electronics is aggressively expanding its smart meter business, targeting significant revenue growth by FY26 and transforming into a full...
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Bank of Baroda QIP Early Look - Well Flagged but Last Deal Did Not Do Well
Bank of Baroda (BOB IN) is looking to raise upto INR85bn (US$980m) in its upcoming QIP. In Feb 2025's filing, it mentioned its board’s approval to...
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Travel Food Services Pre-IPO - Flourishing Takeoff and Takeout Services
Travel Food Services is looking to raise about US$238m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
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Capital Goods: Elecrama 2025 - Key Takeaways
We visited the 16th annual exhibition organized by IEEMA (Indian Electrical and Electronics Manufacturers’ Association) – Elecrama 2025
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Asian Equities: Which Sectors Could Suffer when Indian Domestics Sell?
​Indian DIIs have bought $36bn since October vs $24.2bn FII selling. But if SIPs drop & DIIs are forced to sell some sectors may be at significant...
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