Thematic Report On India’s Valuation Reset: How Markets Are Repricing Growth Heading Into 2026
Nifty-500 valuations ease by 13% with midcaps hit hardest, market shift towards earnings-driven rally in FY26 favoring Private Banks and Technology.
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Diffusion Engineers: Betting on High-Margin Heavy Engineering Through Historic, Doubled Capex
India's Diffusion Engineers aims to double revenue in 3-4 years with EBITDA margin of 15-17%, focusing on capacity expansion for growth and cost...
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The Beat Ideas: Meesho Ltd- Deciphering India’s Value-E-Commerce Giant
Meesho's IPO focuses on deepening technology and AI capabilities to defend its unique "discovery-led" e-commerce model against competitors.
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2026 High Conviction Ideas: Does the IndiGo Crisis Offer an Entry Point, or Confirms Caution?
InterGlobe Aviation Ltd faces regulatory scrutiny and stock price drop due to 2,000+ flight cancellations, but long-term outlook remains bullish...
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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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