Single-company deep dives — sum-of-the-parts or forward-multiple valuation, corporate governance assessment, SWOT, and a buy/hold/sell call, built in the same template as our sector primers' embedded company reports. More names added progressively.
A conglomerate priced like one business, worth more when valued as five — the Jio IPO is about to test which view is right
A fairly priced telecom leader with free options on tariffs and home broadband. The AI and satellite story is real, but investors should not pay for it yet.
The best capital efficiency in its peer group, priced like the weakest — because the first quarter of FY27 did not deliver the growth management guided
A record year built on three US exclusivities that are now running out. The ex-US business is real and growing, but at ₹1,956 the stock already prices in a recovery the pipeline has yet to deliver
A module maker without its own cells, in a market with too many modules. The fix is a debt-funded cell plant due in Q4 FY27. At ₹147 the stock already prices in a lot of the damage, but not yet the borrowing it will take to get there
A ₹84 crore micro-cap with two profitable years after ten loss-making ones. Profit depends on a lumpy storage-products line, cash flow turned negative in FY26, and the promoters have been sellers of shares and lenders of cash
Returns and growth that look excellent, priced at under 10x earnings because the cash has not arrived yet. A high-risk BUY that depends on working capital easing
A strong FY26 cash year and an exceptional Q1, against a history of thin margins and a disputed port claim worth 41% of the market cap
