Madhvendra

CleanMax supplies renewable power to customers including Alphabet, Amazon and Apple, while data centre and AI demand now accounts for 42% of its contracted capacity.

Belrise Industries has expanded beyond its two-wheeler base into four-wheelers, EVs and aerospace, but its sharp rerating means earnings growth must keep pace with the valuation.

Shadowfax is gaining share in express logistics while quick commerce, D2C deliveries and new services add growth engines. Rising profits strengthen the case, but its premium valuation raises the bar.

CarTrade Tech ended FY26 with a 33% Ebitda margin, Rs 1,244 crore in cash and profit growth across its three businesses. The company is now looking to AI-led services, buyer monetisation and a larger used-vehicle market for its next phase of growth.

The speciality chemicals maker is expanding into battery materials, speciality carbon products, advanced chemicals and tyres as it targets new earnings streams under the China+1 supply chain shift.

Electric vehicle programmes, suspension motors, railway expansion and fresh opportunities in Europe are widening the company's growth pipeline.

Samhi Hotels has reduced debt, lowered borrowing costs and expects to generate more than Rs 3,000 crore in free cash flow over FY27-FY31. As it shifts towards premium hotels and funds expansion without significant new debt, investors will be watching whether stronger earnings and execution can narrow its valuation discount to listed peers.

The jewellery manufacturer wants to triple revenue, more than triple profit and eliminate net debt by FY30. Here's what must go right for the stock to justify those ambitions.

Rising component costs and higher prices for new computers are supporting demand for refurbished PCs, while GNG Electronics expands its global footprint and margins.

RateGain has outperformed the broader IT sector over the past year by using artificial intelligence to improve pricing, distribution and marketing for travel companies. As the company integrates acquisitions and expands globally, investors are weighing whether those gains can support its premium valuation.

The EMS company is betting on semiconductors, PCB manufacturing and design-led products after missing its own growth targets and seeing its valuation shrink.

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.