The company's shift to contract manufacturing has lifted earnings and margins, while investments in battery and semiconductor chemicals could support the next stage of growth.
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Madhvendra is a financial journalist and investment analyst with over seven years of experience spanning equity research, investment analysis, and financial content. With a sharp focus on company f...
The company's shift to contract manufacturing has lifted earnings and margins, while investments in battery and semiconductor chemicals could support the next stage of growth.
The ICT distributor says enterprise AI adoption, data centre investments and higher IT spending continue to support growth, while expanding into semiconductors and commercial IT to strengthen long-term earnings.
Strong order pipelines and expansion into commercial shipbuilding support long-term prospects, but shrinking order books and delayed contract awards have weighed on stock performance.
KSH's flagship product, CTC, offers a big addressable market. Domestic demand for CTC alone is projected to reach 100,000 tons by 2032, up from around 40,000 tons in FY25. As the market leader, KSH could be a key beneficiary of this demand.
After improving margins and exiting loss-making contracts, Rishabh Instruments is targeting growth from data centres, power infrastructure and the U.S. market.
DEE Development Engineers shares have surged 237% in 2026, lifting the stock to 62X earnings. The company's bet on power, refining, data centres, nuclear energy and process piping capacity expansion is driving investor expectations. Can earnings growth support the valuation?
Recurring revenue and AI-led infrastructure spending are lifting growth, but the key question is whether future gains are already reflected in valuations.
Apollo Micro Systems is moving from defence subsystems to complete weapons platforms as it chases larger orders and export opportunities.
Black Box derives 4.6% of revenue from Meta as hyperscaler-led AI data centre spending accelerates globally.
Atlanta Electricals and Quality Power are gaining from India's Rs 9 lakh crore transmission build-out, rising renewable energy capacity, EV charging demand and grid modernisation plans.
Data centres are expected to become the fastest-growing driver of global optical fibre demand, with nearly 70% of data centre-related demand projected to be AI-led by 2030.
Aditya Infotech made its IPO debut on Aug. 5, 2025 and has since surged 130% over the past 10 months, with 77% of this occurring in the last six months.
Within dredging services, Knowledge Marine & Engineering Works Ltd. undertakes both capital and maintenance dredging to ensure waterways remain navigable.
The US and Saudi Arabia facilities are expected to be commissioned between Q2 and Q4 of the coming year.
The company is among India's largest non-ferrous metal recyclers. It is a multi-commodity recycling platform built around sustainability.
Aeroflex is positioning itself for rising demand in liquid cooling systems as AI workloads increase power use and heat generation in data centres.
At Rs 3,369 per share, Data Patterns is trading at a price-to-earnings multiple of 76x, which is almost in line with its five-year median of 69x.
A defence and space company is reshaping its strategy, focusing towards higher-margin segments while building a pipeline tied to long-term opportunities.
Astra Microwave is building visibility through its order book while positioning for a larger opportunity pipeline tied to long-term defence and space spending.
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.