Primer: Thermax (TMX IN) - Aug 2026
Thermax is a well-established engineering company providing integrated solutions in the energy and environment sectors, poised to benefit from...
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Thermax's Pivot to Data Centers and Green Hydrogen
​Thermax secures major data center cooling orders, expands into hydrogen technology, and sees significant growth in Green Solutions revenue with...
582 Views
What India Needs to Learn from China on Coal Gasification?
​China's coal-based industry outperformed gas and oil competitors during Middle East shock; India remains vulnerable to supply disruptions; coal...
116 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
45,000 Indian Containers Disrupted by War: Which Indian Companies Are Most Exposed?
​Thousands of Indian containers stranded at sea due to West Asia conflict, risking billions in export cargo and causing surcharges to skyrocket for...
288 Views