Stocks

catalyst-analyst catalyst india ACUTAAS

Acutaas Chemicals — triple-digit profit growth, now betting on batteries and chips too

ACUTAAS

catalyst-analyst catalyst india ADANIENT

Adani Enterprises — US legal overhang lifted, then a fresh growth pitch

ADANIENT

catalyst-analyst catalyst india CPPLUS

CP Plus — a raised-guidance beat and a cleared overhang, stacked back to back

CPPLUS

catalyst-analyst catalyst india BAJAJ-AUTO

Bajaj Auto — record buyback lands right on top of an export-led volume beat

BAJAJ-AUTO

catalyst-analyst catalyst india BHARATFORG

Bharat Forge — defence order book scaling, plus a truck-cycle tailwind

BHARATFORG

catalyst-analyst catalyst india CAPLIPOINT

Caplin Point — FY26 print + US injectable approvals re-rate

CAPLIPOINT

catalyst-analyst catalyst india LALPATHLAB

Dr Lal PathLabs — Q4 volume beat + Dubai beachhead on hard filings

LALPATHLAB

catalyst-analyst catalyst india HINDALCO

Hindalco — riding the aluminium price cycle, not a company story

HINDALCO

7 2026-07-14

Kalyan Jewellers — Q1 SSSG smashed past Adhik Maas pause

KALYANKJIL

catalyst-analyst catalyst india KALYANKJIL

institutional-lens smart-money fii-dii volume

HBL Engineering — great business, retail runs it

HBLENGINE

5 2026-06-24

Inox India — funds quietly built it, now marked up

INOXINDIA

institutional-lens smart-money fii-dii volume

8 2026-06-24

Oracle Financial Services — strong tape, flat ledger

OFSS

institutional-lens smart-money fii-dii volume

6 2026-06-24

Adani Ports — a great harbour, a Good boat, a full price

ADANIPORTS

7 2026-06-22

Britannia — a great biscuit boat, priced for the sea

BRITANNIA

7 2026-06-22

Mahindra & Mahindra — a reformed empire-builder hits its stride

M&M

7.5 2026-06-22

Bajaj Finance — a great lender, which is a Good business

BAJFINANCE

9 2026-06-21

Coforge — a relay team that runs without an owner

COFORGE

8 2026-06-21

Dynacons — a star integrator placing a capital-heavy bet

DSSL

6.5 2026-06-21

Muthoot Finance — the best house in a hardening street

MUTHOOTFIN

8 2026-06-21

TCS — a cash fountain the market fears AI will dry up

TCS

energy-india power india transmission

7.5 2026-06-21

Adani Energy Solutions — India's biggest private wire, priced for perfection

ADANIENSOL

energy-india power india renewables

Adani Green — India's biggest RE developer, priced for perfection

ADANIGREEN

energy-india power india thermal-generation

Adani Power — India's biggest private coal fleet, contracting away its merchant risk

ADANIPOWER

Aditya Infotech — India's camera king, priced for the throne

CPPLUS

Apar Industries — the toll-booth on India's wires

APARINDS

Apollo Micro Systems — a missile-brain that can't make cash

APOLLO

Astra Microwave — India's defence RF brain, richly priced

ASTRAMICRO

Bajaj Auto — a cash fountain with two new pipes

BAJAJ-AUTO

8.5 2026-06-20

Black Box — a turnaround contractor on the AI-build wave

BBOX

Caplin Point — a cash machine off the beaten path

CAPLIPOINT

energy-india power india distribution

8.5 2026-06-20

CESC — A Kolkata annuity learning to grow again

CESC

CG Power — a phoenix priced like a prophet

CGPOWER

energy-india power india coal

7.5 2026-06-20

Coal India — Cash Machine With a Terminal Question

COALINDIA

Cummins India — a cash machine bolted to a power-hungry decade

CUMMINSIND

Cupid — a tiny condom maker wearing a giant's price tag

CUPID

Data Patterns — a design lab that bills like a factory

DATAPATTNS

7.5 2026-06-20

eClerx — a cash machine in the eye of the AI storm

ECLERX

Emmvee Photovoltaic — a fast boat in a flooded harbour

EMMVEE

Fujiyama Power Systems — small-town solar's branded assembler

UTLSOLAR

Hexaware — a cash machine the PE owner is selling

HEXT

HFCL — a cyclical cable maker the market crowned a compounder

HFCL

Himadri Speciality Chemical — a carbon master betting on batteries

HSCL

Indian Energy Exchange — a perfect tollbooth under siege

IEX

Insolation Energy — a cheap module-maker racing the clock

INA

energy-india power india power-financing

IREDA — Pure-play green lender, growth premium meets its first NPA scare

IREDA

energy-india power india generation

JSW Energy — Thermal cash funding a renewables sprint

JSWENERGY

Marico — a coconut-oil cash machine, fully priced

MARICO

8.5 2026-06-20

MTAR Technologies — a brilliant machine shop on a hot stock

MTARTECH

Narayana Hrudayalaya — the Henry Ford of heart surgery

Netweb Technologies — India's only homegrown AI-server maker

NETWEB

energy-india power india hydro

7.5 2026-06-20

NHPC — India's hydro annuity, finally commissioning

NHPC

NMDC — India's lowest-cost iron, at a price-taker's price

NMDC

energy-india power india generation

NTPC — India's regulated power giant, slowly turning green

NTPC

energy-india power india renewables

NTPC Green Energy — A pipeline priced for perfection

NTPCGREEN

Paras Defence — a niche jewel at a king's ransom

PARAS

5.5 2026-06-20

Persistent Systems — a cash machine in the AI crosshairs

PERSISTENT

energy-india power india power-financing

Power Finance Corporation — Quasi-sovereign power lender mid-merger

PFC

energy-india power india transmission

Power Grid — the humble conductor enters its growth phase

POWERGRID

Rashi Peripherals — a toll-booth on India's tech aisle

RPTECH

energy-india power india power-financing

REC — Quasi-Sovereign Power Lender Folding Into PFC

RECLTD

research-note reliance RELIANCE jio

Reliance — The 10x Question

RELIANCE

RR Kabel — a good copper compounder at a rich price

RRKABEL

Rubicon Research — a US-pharma R&D engine, priced for the stars

RUBICON

Satin Creditcare — a cheap, scarred microlender

SATIN

energy-india power india hydro

SJVN — A hydro annuity priced like a growth bet

SJVN

Sterlite Technologies — a bruised fibre cyclical riding an AI dream

STLTECH

energy-india power india power-equipment

Suzlon Energy — a wind OEM that survived its own near-death, now riding the cycle it always waited for

SUZLON

Syrma SGS — a good EMS boat learning to row uphill

SYRMA

energy-india power india integrated-utility

Tata Power — The Utility That Wants to Be a Compounder

TATAPOWER

energy-india power india integrated-utility

Torrent Power — The Discom Crown Jewel Goes On a Capex Spree

TORNTPOWER

TVS Holdings — a great motorcycle at half price

TVSHLTD

TVS Motor — a great franchise, priced for perfection

TVSMOTOR

energy-india power india solar-oem

Waaree Energies — India's vertically integrating solar OEM

WAAREEENER

Zydus Lifesciences — a Good pharma compounder, fairly priced

ZYDUSLIFE

equity-research paints india ASIANPAINT

Asian Paints — The Year The Moat Cracked

ASIANPAINT

7 2026-04-26

Berger Paints — the boring answer to a sector that just got interesting

BERGEPAINT

equity-research paints india BERGEPAINT

equity-research paints india INDIGOPNTS

Indigo Paints — the man, the layer, the choice he keeps making

INDIGOPNTS

7 2026-04-26

JSW Dulux — a 70-year-old company, four months old

JSWDULUX

equity-research paints india JSWDULUX

equity-research paints india KANSAINER

Kansai Nerolac — the conglomerate priced like a paints company

KANSAINER

equity-research stock-analysis khandelwal-15 utilities

Power Grid — Three Columns on the Wire Monopoly

POWERGRID

7 2026-04-26

Shilchar Technologies — Three Columns on the Multibagger

SHILCHAR

equity-research stock-analysis khandelwal-15 transformers