Research Analyst
WRITINGS
APR.26KSH InternationalIndia's only approved wire for 400kV HVDC transformersMAR.26Aequs LtdIndia's Aerospace FactoryFEB.26NykaaIndia's Beauty Platform PlaybookFEB.26Gas Turbines - The Unsung Kingmakers of the AI Boom...Food for power hungry datacenters...FEB.26The Indium Phosphide SqueezeThe III-V Bottleneck Behind Every AI Optical Link...FEB.26Manorama IndustriesFrom Forest Waste to Chocolate GoldFEB.26Nuclear: The Comeback is Real... but is SMR the Answer?FEB.26The Board Beneath the ChipAI's Next BottleneckFEB.26MKS Inc. ($MKSI)The Picks & Shovels of the Picks & ShovelsJAN.26Vintage CoffeeIndia's Private Label Instant Coffee PlayJAN.26Samhi HotelsIndia's Fast-Growing Hotel OwnerJAN.26Entero HealthcareConsolidating India's fragmented pharma distributionJAN.26Intellect Design ArenaThe software backbone of global bankingJAN.26Sansera Engineeringforging beyond iceJAN.26Ashapura MinechemThe Guinea Bauxite Play at an Inflection PointDEC.25Skipper LtdProxy to India's T&D Capex CycleDEC.25Sai Life SciencesIndia's Integrated CRDMODEC.25Garden Reach Shipbuilders & EngineersIndia's Versatile Warship BuilderDEC.25Jamna Auto Industriespositioned for the CV upcycleDEC.25Shaily EngineeringThe Picks and Shovels of the Obesity Gold RushNOV.25SeagateData explosion is fueling data storage demandNOV.25Doosan EnerbilitySolving power needs for power hungry Data-centersNOV.25Astra Microwavefast growing defense electronic manufacturerSEP.25triggers 1Q26growth triggers for 1Q26AUG.25Interarch Building Solutionsmarket leader in pre engineered building industryAUG.25GLP-1sare GLP-1s the magical drugs?AUG.251Q26 conference call digestconference call digest for 100+ businessesJUL.25Bluejet Healthcarepharma player with strong growth triggersJUL.25Acutaas ChemicalsCDMO with strong growth potentialJUN.25Q425 earnings digestconference call digest for 120+ companiesMAR.25V2 retailfastest growing player in value fashion retailers
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