PowerGrid (PGCIL): India's Indispensable Grid Operator!
Invest in PGCIL for exposure to India's growing electricity demand, renewable energy build-out, and capex supercycle, with potential for re-rating...
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Travel Food Services IPO - RHP Updates & Thoughts on Valuation
Travel Food Services (TFS) is looking to raise about US$233m in its India IPO. In this note, we will talk about the RHP updates and IPO valuations.
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Aequitas: Meesho Ltd IPO Lockup Expiry - US$5.7bn Lockup Release with PE Investors Well in The Money
Meesho Ltd raised about US$600m in its India IPO in Dec 2025. The lockup on a part of stake of its promoters and pre-IPO investors is set to expire...
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The Adani Group Clearance: Deconstructing the CCI Verdict and What It Means for the Conglomerate
Allegations of bid rigging against Adani Group dismissed by CCI, leading to surge in stock prices and renewed focus on future execution.
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Primer: Power Grid Corporation Of India (PWGR IN) - Sep 2025
Power Grid Corporation of India Ltd (PGCIL) is a Maharatna Central Public Sector Undertaking (CPSU) and India's largest electric power...
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