Astra Microwave: Key player in modern warfare
Powering India's modern warfare - deep dive into the country's leading private sector radar and defense electronics company
All Articles
9 entriesSansera Engineering: Forging Beyond ICE
A Precision Engineered growth story - deep dive into Sansera's ICE business, xEV pivot, aerospace expansion, and investment thesis
Ashapura Minechem: The Guinea Bauxite Play at an Inflection Point
India's industrial minerals leader has built 16M tons of port capacity and 700M tonnes of reserves - can it execute?
Skipper Ltd: Proxy to India's T&D Capex Cycle
Supplying the Skeleton of India's Energy Transition - deep dive into India's largest transmission tower manufacturer
Sai Life Sciences : India's Integrated CRDMO
Fastest growing CRDMO - deep dive into Sai Life Sciences' contract research and manufacturing business
Acutaas Chemicals : Pharma Player With Multiple Growth Avenues
A confluence of three growth vectors - deep dive into Acutaas Chemicals' pharma intermediates and specialty chemicals business
Garden Reach Shipbuilders & Engineers (GRSE)
India's Versatile Warship Builder - deep dive into GRSE's defence shipbuilding business and order book analysis
Jamna Auto Industries
Positioned for the CV Upcycle - deep dive into India's leading leaf spring manufacturer and its commercial vehicle growth thesis
Shaily Engineering: The Picks and Shovels of the Obesity Gold Rush
High potential, high growth, high optionality - deep dive into Shaily's GLP-1 pen device opportunity and plastics manufacturing business