Primer: Siemens Ltd (SIEM IN) - Aug 2026
Siemens Ltd. is strategically positioned to capitalize on India's robust infrastructure and industrial capital expenditure cycle, driven by...
89 Views
Siemens: Bottoming Out, Capex Recovery. Maintain BUY
The impact of tariff on exports continues to be an overhang and conclusion of the trade deal with the US will improve sentiment for incurring capex
294 Views
India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW
India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.
253 Views
Industrials (Q4FY26 Results Preview): Domestic recovery, geopolitical headwinds
NHAI awarding picks up pace, but subpar: In FY26, we saw some pick-up in awards but much lower than expectation at ~2,100km vs 4,500km target
141 Views
India's Nuclear Sector: PFBR Achieved Criticality in Stage-2
India's PFBR achieves first criticality, marking entry into Stage 2 of nuclear programme, unlocking pathway to thorium reserve and triggering...
471 Views