Madhvendra
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Paras Defence And The Rs 27,000 Crore Spy Satellite Project: Space Optics Are The New Margin Engine — Here's Why
A defence and space company is reshaping its strategy, focusing towards higher-margin segments while building a pipeline tied to long-term opportunities.
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Rs 2,200 Crore In Hand, Rs 30,000 Crore Ahead: Astra Microwave's Next Growth Phase May Hinge On Defence Tech Shift
Astra Microwave is building visibility through its order book while positioning for a larger opportunity pipeline tied to long-term defence and space spending.
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The Indian Auto Stock Powering Airbus And Boeing With A Rs 3,800 Crore Order Backlog
One Indian auto component manufacturer is expanding beyond engines and vehicles into global aerospace supply chains. As aircraft order backlogs grow, a new opportunity is emerging.
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India Has Just 0.27 Hotel Rooms Per 1,000 People — Are These Two Stocks Next Indian Hotels?
Beyond ITC Hotels, recently listed Leela Palaces Hotels is uniquely positioned to capitalise on India's growing luxury consumption.
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Solar Industries' Rs 18,000-Crore Bet: Why This Indian Player Could Be NATO's Secret Weapon
Solar Industries—a long-time industrial major is undergoing a strategic shift—with defence and exports becoming central to its future. While the order visibility is strong, valuation leaves little room for error.
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Not Just HAL Or BEL: These IT-Linked Firms Are Quietly Powering Indias Defence Push
India's defence modernisation is no longer just about tanks and aircraft. Spending is shifting toward embedded systems, AI, secure communications and system integration—opening opportunities for firms like Avantel, Cyient, AXISCADES and Apollo Micro.
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Seven Midcap Stocks Set to Surge as US Slashes Tariffs from 50% to 18%
This piece examines mid-cap exporters, where the tariff shock is largely behind them, and earnings recovery is likely to follow as trade conditions stabilise.
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Not HUL, Not Dabur: This Under-The-Radar FMCG Stock Just Clocked 83% Profit Surge
Bajaj Consumer Care has emerged as a clear outlier, marking a significant turnaround in both top-line and bottom-line performance.
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Midwest: Meet the Granite King Powering India's EV, Solar, and Chip Pivot
As part of its longer-term diversification strategy, Midwest is entering the Heavy Mineral Sands (HMS) and Rare Earth Elements sectors
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Tips Music '100-Year' Profit Plan: The Purest Play on India's Rs 10,000 Crore Music Boom
India streams more music than almost anywhere else — yet monetisation remains thin. As subscriptions rise and platforms flex pricing power, a catalogue-heavy music company is positioning for a long runway of profits. Heres how the strategy works.
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360 One Rs 6.1-Lakh-Crore Wealth Engine: Can Recurring Revenue Power Its Rs 2,100-Crore Profit Ambition?
As of December 31, 2025, the company manages a total AUM of Rs 7.1 lakh crore.
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Not Just Gold: The 170% Silver Surge Driving Vedanta's Massive Earnings Shift
Vedantas earnings profile is undergoing a structural shift. A surge in one metal, rising industrial demand and changes at Hindustan Zinc are quietly altering how the market views the company.
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Not Just Milk: The Two Stocks Powering India's Rs 1-Lakh-Crore Protein Boom
Protein consumption in India is moving beyond fitness products into everyday food choices.
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Housewires To Hyperscalers: How India's Rs 3-Lakh-Crore Data Centre Push Could Lift RR Kabel's Growth
RR Kabel is seeing a shift in demand drivers, with new sectors shaping its growth outlook.
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Rs 6-Lakh-Crore Opportunity: This Indian Power Stock Powering Global AI Data Centres
TD Power Systems anticipates that FY27 will be one of its highest years in history for hydro, primarily driven by exports to both regions.
