The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase
​GE Vernova T&D secures HVDC-VSC order for Khavda-South project, boosting revenue visibility and backlog to record levels in India's grid...
55 Views
The Beat Ideas: Raymond’s Engineering Rebirth- The Aerospace & Defence Leap?
​Raymond's Engineering business sees strong double-digit growth post demerger, positioning the company as specialized manufacturing entities in...
425 Views
The Beat Ideas on GMR Airports: Soaring to New Heights with Record Traffic and Strong Growth
​November 2025 saw record traffic of ~11.1 million passengers, up ~7.4% YoY, with Delhi leading at 7.3 million passengers, signaling growth and...
547 Views
The Beat Idea: HBL Engineering- The "Moat" Of Kavach 4.0 and Defense Revolution
​HBL Engineering secures first RDSO approval for Kavach 4.0, boosting order book to INR 4,000 crore by December 2025, with revenue guidance of INR...
343 Views
The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside
​NCLT approves Sequent-Viyash merger, creating INR 8,000 Cr+ Life Sciences platform with 56:100 swap ratio and management upgrade.
270 Views