Sanjay Ahuja

AEROSPACE AND DEFENSE STOCKS WITH STRONG ORDER BOOK AS OF JUN26

India's aerospace and defence sector isn't just growing; it's compounding into one of the country's most closely watched investment stories. Domestic defence production has hit a record Rs 1.78 trillion, while exports have surged to Rs 384.… See Moremore

HOW AZAD ENGINEERING IS MOVING FROM PRECISION COMPONENTS TO FULL-FLEDGED ENGINE MANUFACTURING

$AZAD is moving beyond precision components into full-fledged engine manufacturing after delivering an indigenous turbojet engine. With aerospace and defense revenue up 38.4% YoY, Q1 revenue rising 26.8%, and EBITDA margin at 37.6%, the co… See Moremore

DIXON TECHNOLOGIES INCORPORATES NEW SUBSIDIARY FOR SMARTPHONE MANUFACTURING IN INDIA

$DIXON is in the process of incorporating a new subsidiary called Adivistar Electronics India Private Limited, which will undertake the original equipment manufacturing (OEM) business of electronic devices including smartphones. DIXON will… See Moremore

HINDUSTAN AERONAUTICS IN THE NEWS AFTER THE COMPANY REPORTED STRONG QUARTERLY RESULTS

$HAL has reported a nearly 15% rise in Q1FY27 profit, buoyed by robust execution ​of defence orders and steady progress on project ‌deliveries. The state-run aerospace and defence company reported June-quarter net profit of Rs 1,590 crore,… See Moremore

SHARES OF NALCO, HINDALCO, VEDANTA ALUMINIUM SURGE AS ALUNORTE REFINERY CUTS ALUMINA OUTPUT BY 50%

Shares of aluminium companies like $NATIONALUM , HINDALCO and VEDANTA ALUMINIUM have surged after Norsk Hydro ASA reported that it's Alunorte alumina refinery in Brazil had reduced production to 50% of capacity due to a shortage of natural… See Moremore

INDIA'S E-BUS PENETRATION TO REACH 30% BY FY30

India’s electric bus penetration in the medium and heavy vehicle segment is expected to rise to around 30% by the year 2029-30 from currently 7%, driven by policy support and favourable cost economics. In fact e-bus sales in the segment ros… See Moremore

JUPITER WAGON SECURES 100 MW BESS PROJECTS FROM WEST BENGAL

Railway wagon manufacturing company $JWL has secured two standalone Battery Energy Storage System (BESS) projects from West Bengal State Electricity Distribution Company Ltd. The BESS projects are located at Jeerat and Kharagpur, with a co… See Moremore

HIMADRI SPECIALITY CHEMICALS PLANS Rs 1,300 CRORE CAPEX IN FY27

$HSCL plans to deploy around Rs 1,300 crore in capital expenditure (capex) over the next one year, as the specialty chemical manufacturer accelerates investments in lithium-ion (Li-ion) battery materials, carbon-based advanced materials, a… See Moremore

NHPC PLANS 15,000 CRORE CAPEX IN FY27 FOR EXPANSION OF IT'S HYDRO PROJECTS

State-owned hydropower major $NHPC is targeting Rs 15,000 crore in capital expenditure (capex) in the current financial year. The company currently has 8 gigawatt (GW) of hydro projects under construction, with over 10 GW of capacity at th… See Moremore

HITACHI ENERGY SEES A RECORD Rs 32,000 CRORE ORDER BOOK

Bengaluru based power grid technology company $POWERINDIA is looking to sustain it's growth momentum, backed by a strong order backlog and rising demand across transmission, renewable energy, data centers and energy storage. The company ha… See Moremore

PRESTIGE ESTATES IS SET FOR A STRONG GROWTH IN FY27

$PRESTIGE is set for a strong growth in FY27 with a robust project pipeline, higher collections, diversified real estate portfolio, and ambitious expansion targets, positioning the company for sustained revenue and earnings growth. The com… See Moremore

WAAREE RENEWABLE SECURES LOA FOR EPC OF 124 MWp SOLAR POWER PROJECT

$WAAREERTL has received a Letter of Award (LOA) for the turnkey engineering, procurement and construction (EPC) of a 124 MWp solar power project. The project comprises a 124 MWp DC/88 MW AC solar photovoltaic plant along with an associated… See Moremore

GODREJ PROPERTIES TARGETS Rs 20,000 CRORE OPERATING CASH FLOW AND STRONG SALES GROWTH

$GODREJPROP expects to generate more than Rs 20,000 crore in operating cash flow over the current and next fiscal, giving the company room to continue investing in business expansion. In fact the company's operational performance was stron… See Moremore

FIVE STOCKS HAVING MORE THAN 50% DII SHAREHOLDING IN Q1FY27

5 stocks with DII shareholding more than 50% in Q1FY27 spans diverse sectors such as consumer electricals, asset management, banking and financial services, commodity exchanges, thereby highlighting the broad institutional preference across… See Moremore

RENEWABLE ENERGY STOCK HAVING A STRONG ORDER BOOK AS OF JUN26

India's renewable energy sector is entering a massive execution phase as the government accelerates its push towards 500 Gigawatt (GW) of non-fossil fuel-based installed power capacity by 2030. One such company in the renewable space is !WA… See Moremore

SAMVARDHANA MOTHERSON SETS A FIVE-FOLD GROWTH TARGET FOR 2030, AND A FUTURE BEYOND AUTO

$MOTHERSON has set itself a target that would be ambitious even by it's own standards: gross revenues of $108 billion by 2029-30, up from $22.9 billion in FY2026. Founded in the year 1975 in Delhi, the company has set up the goal for Visio… See Moremore

DIXON TECHNOLOGIES EXPECTS PLI 2.0 SCHEME WILL IMPROVE THE COMPANY'S MARGINS FROM FY28

India's largest electronics manufacturing company $DIXON expects it's earnings before interest, taxes, depreciation, and amortisation (EBITDA) margins to remain in the 3.0-3.1% range in the current financial year 2026-27. However, margins… See Moremore

HINDUSTAN AERONAUTICS MAINTAINS ROBUST OUTLOOK FOR FY27 WITH STRONG ORDER BOOK

$HAL maintains a robust outlook for FY27 and beyond, supported by a strong order book of Rs 2,54,538 crore as of Mar26. This outstanding backlog provides the defense major with strong revenue visibility of approximately 7 to 8 years. The c… See Moremore

NHPC ACHIEVES NEW MILESTONE BY RECORDING HIGHEST EVER SINGLE DAY POWER GENERATION OF 169.34 MILLION UNITS

State-owned hydro-power producer $NHPC has achieved a new milestone by recording it’s highest-ever single-day power generation of 169.34 Million Units (MU) on 02.08.2026 during FY2026-27, surpassing it's previous highest-ever single-day ge… See Moremore

HFCL TO INVEST Rs 400 CRORE TO EXPAND IT'S OPTICAL FIBRE CABLE MANUFACTURING CAPACITY

Telecom equipment maker $HFCL will make a fresh investment of approximately Rs 400 crore to expand it's optical fibre cable manufacturing capacities. The proposed expansion will be funded through a mix of internal accruals and debt, and is… See Moremore