Popular topics to explore
Equity Research
Fundamental Views
Hidden Gems
Index Strategies
International Market
IPO
Macro Views
Miscellaneous
Personal Finance
Post-Closing Commentary
Pre-Opening Commentary
Psychology of Money
Sector Breakout
Stock In News
Technical Views
Time To Exit
Today's Trading Setup
Trending Sectors
US Market
Watch Out ForLatest posts, stock views and market insights from Priyam Mehta on StockGro.
SEBI-Registered Research Analyst · INH000019239 · View advisor profile
ABB India: Data centres are creating a new demand cycle
ABB ABB India: Data centres are creating a new demand cycle
ABB India Limited is seeing strong demand for electrification solutions from data centres, renewables and infrastructure. Data centres were among the key drivers of ABB India's o…
Bharti Airtel: The ARPU growth story of the company
BHARTIARTL # Bharti Airtel: The ARPU growth story
Bharti Airtel Limited is increasingly focusing on extracting more revenue from existing customers rather than relying only on subscriber additions. Its mobile ARPU reached ₹264 in Q1 FY27,…
Bajaj Holdings: Understanding the holding-company discount
BAJAJHLDNG # Bajaj Holdings: Understanding the holding-company discount
Bajaj Holdings & Investment Limited is essentially a holding and investment company. Its June 2026 investment portfolio had a market value of ₹2.34 lakh crore, while…
Rajesh Exports: Why revenue quality matters
RAJESHEXPO # Rajesh Exports: Why revenue quality matters
Rajesh Exports Limited is facing regulatory scrutiny over its reported financials, putting the quality and verifiability of revenue at the centre of the investment discussion. SEBI'…
DMart: Why private labels matter to the company
DMART # DMart: Why private labels matter
Avenue Supermarts Limited is using private labels selectively to improve customer value while protecting margins. Management follows a 20-20-20 framework before pushing a private-label product.
*…
Kajaria Ceramics: Capacity expansion change growth curve
KAJARIACER # Kajaria Ceramics: Capacity expansion could change the growth curve
Kajaria Ceramics Limited is expanding its tile capacity at Gailpur and Srikalahasti. The two projects can take its own manufacturing capacity from about 82.7…
Dabur: Premiumisation is changing the growth mix
DABUR # Dabur: Premiumisation is changing the growth mix
Dabur India Limited is moving beyond volume-led FMCG growth and putting greater emphasis on premium products, innovation and digital-first channels. The company says its premium bran…
Affle: Can AdColony accelerate global growth?
AFFLE # Affle: Can AdColony accelerate global growth?
Affle 3i Limited acquired selected AdColony technology assets from Digital Turbine in June 2026. The deal expands Affle's mobile publisher connections and strengthens its AI-led consum…
PVR INOX: Can asset-light expansion improve returns?
PVRINOX # PVR INOX: Can asset-light expansion improve returns?
PVR INOX Limited is expanding its screen network while reducing the capital required for each new cinema. The company plans 100–110 new screens in FY27, with a greater focus o…
GRSE: Why a new shipyard matters to the company
GRSE # GRSE: Why a new shipyard matters
Garden Reach Shipbuilders & Engineers Limited has approved ₹2,896 crore to build a greenfield shipyard at Raichak, West Bengal. The facility will expand GRSE's ability to build larger naval and comm…
Exicom: Can Tritium become the next growth engine?
EXICOM # Exicom: Can Tritium become the next growth engine?
Exicom Tele-Systems Limited is trying to turn Tritium into a global growth engine for high-power EV charging and power electronics. Tritium booked US$20.8 million of orders in Q1…
Aarti Drugs: Moving up the pharma value chain
AARTIDRUGS # Aarti Drugs: Moving up the pharma value chain
Aarti Drugs Limited is moving beyond its traditional API business through backward integration, formulations and CDMO opportunities. The company plans ₹150–200 crore of annual cap…
Pfizer: Why the Cipla partnership matters
PFIZER # Pfizer: Why the Cipla partnership matters
Pfizer Limited has partnered with Cipla to expand the reach of four established brands in India. The deal shows how Pfizer is using a stronger distribution network while retaining manufact…
Suven Pharma: Building a nucleic-acid CDMO platform
SUVEN # Suven Pharma: Building a nucleic-acid CDMO platform
Suven Pharmaceuticals, now Cohance Lifesciences Limited, is repositioning its business toward higher-value CDMO opportunities. The key focus is building an integrated nucleic-aci…
Happy Forgings: Moving into higher-value forgings
HAPPYFORGE # Happy Forgings: Moving into higher-value forgings
Happy Forgings Limited is moving beyond its traditional commercial-vehicle business into passenger vehicles, industrials and heavy components. Its incremental order book of ab…
Dixon Technologies: Moving beyond traditional EMS
DIXON # Dixon Technologies: Moving beyond traditional EMS
Dixon Technologies (India) Limited is expanding beyond smartphone assembly into components, IT hardware, telecom and other higher-value electronics. The next question is whether th…
GMR Airports: Can deleveraging unlock the next phase?
GMRAIRPORT # GMR Airports: Can deleveraging unlock the next phase?
GMR Airports Limited is expanding its airport portfolio while reducing leverage. Net debt to EBITDA improved to 5.8x by March 2026 from 11.7x a year earlier, making delever…
TVS Motor: Premiumisation is changing the growth mix
TVSMOTOR # TVS Motor: Premiumisation is changing the growth mix
TVS Motor Company is seeing stronger demand for premium motorcycles and higher-end variants. Its premium motorcycle business has grown 29% over the past two to two-and-a-half…
Varroc Engineering: EV orders are changing the mix
VARROC # Varroc Engineering: EV orders are changing the mix
Varroc Engineering Limited is winning more business from electric-vehicle programmes, with EV revenue growing 50% year on year in Q3 FY26. The bigger question is whether these wi…
Genus Power: The order book is only half the story
GENUSPOWER # Genus Power: The order book is only half the story
Genus Power Infrastructures Limited has an executable order book of about ₹24,020 crore, but the bigger opportunity may be the recurring revenue that follows smart-meter inst…