Adani Enterprises: A high-risk, high-reward bet that is not for the faint-hearted: Sudip BandyopadhyayAdani Group is set to invest $15-20 billion over the next five years, focusing on expanding its ports to handle 1 billion tonnes, boosting ...
Adani Group targets 10 GW nuclear power capacity by 2035Adani Group is venturing into nuclear power, aiming for 10 GW capacity by 2035 to bolster India's energy security amidst global uncertainti...
The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocksJefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...
Nomura raises Adani Ports share price target by 12%. Here are 3 major reasons whyNomura has raised its target price on Adani Ports and Special Economic Zone to Rs 2,080 from Rs 1,850, while retaining its Buy rating. The ...
Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sectorAditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players lik...
Adani Group cos post record $16 bn capex, all-time high EBITDA of Rs 94,834 cr in FY26Adani Group companies achieved a record capital expenditure of Rs 1.53 lakh crore and an all-time high EBITDA of Rs 94,834 crore in FY26, f...
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
Defence, hospitals, and T&D are the pockets worth owning right now: Narendra SolankiNarendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastr...
India's power transmission infra set for Rs 9 trillion upgrade as renewable push accelerates: ReportIndia is set for a massive power transmission investment of nearly Rs 9 trillion by 2032, according to a Kotak Neo report. This will suppor...
Cement makers expect 7-8% growth in FY27 despite West Asia headwindsIndian cement companies anticipate strong growth of 7-8 per cent in FY27. Government infrastructure projects and housing demand are key dri...
Adani turning back the clock: How two group stocks created Rs 1.3 lakh crore wealth in a lopsided Nifty yearAdani Enterprises and Adani Ports have generated over Rs 1.3 lakh crore in investor wealth this year. These two Adani Group stocks have sig...
Cement cos diverge on expansion plans amid West Asia uncertaintyIndian cement companies are taking different paths on spending. Some, like Ultratech Cement, Dalmia Bharat, and Nuvoco Vistas, are increasi...
Karan Adani flags contractor woes, project delays as Ambuja Cements trims FY27 capexAmbuja Cements faces project delays due to contractor and team issues. The company is now prioritizing completion of ongoing expansions. Ca...