BP Wealth Broker Research reports

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GIL has entered the defence and aerospace segment through its wholly owned subsidiary, Goodluck Defence & Aerospace. The company has received the required industrial license under the Arms 52WeekH/L(Rs.) Act, 1959 to manufacture medium-calibre artillery shells ranging from 105mm to 155mm, including advanced 155mm variants such as M107, ERFB, ERFB BB, and ERFB BIT, enabling participation in O/s Shares (Cr.) a regulated and supply-constrained segment. Commercial production of artillery shells commenced Market Cap (Rs, Cr.) in October 2025 at a newly commissioned facility with an initial installed capacity of 150,000 shells per annum. Management has outlined plans to scale this capacity to 400,000 shells per annum with- Face Value (Rs.) in 12 months, supported by a Rs. 400-500 crores capex programme covering shell capacity expansion, ring rolling, presses, and allied aerospace components. At peak utilisation (~90%), the defence Average volume...

Welspun Corporation Ltd. (WCL) is one of the largest players in the global steel line-pipe industry, with a diverse presence across energy, water, infrastructure, construction, and specialised industrial sectors. The company's core manufacturing portfolio includes large-diameter line pipes, ductile iron pipes, and stainless steel bars. In 2023, WCL strategically expanded into the building materials segment through the acquisition of Sintex, India's leading brand in water tanks and plastic products, adding water storage tanks, interior and electrical products, plastic pipes, and TMT bars (produced across seven plants) to its portfolio. To further strengthen its presence in the plastic pipes market, the company acquired Weetek Plastics Pvt. Ltd. in 2024. With this expanded product suite, WCL has evolved into an integrated provider of pipes and building materials serving multiple infrastructurerelated industries....

Real GDP growth for FY26 has been revised upwards to 7.3% from 6.8%. The RBI Governor stated that the strong agricultural prospects, ongoing effects of GST rationalization, low inflation levels, healthy balance sheets of institutions,...

Emami operates primarily in beauty and healthcare, offering more than 550 products across categories such as skin care, hair care, pain management balms, cooling oils, and over-the-counter healthcare remedies. Its portfolio includes power brands like Navratna cooling oil, BoroPlus antiseptic cream, Zandu Balm, Mentho Plus, Kesh King hair oil, and Smart & Handsome (earlier Fair & Handsome) men's grooming range, many of which enjoy leadership positions in their respective niches. The company generated around Rs. 3,800+ crores in turnover in FY25, positioning it among India's larger listed FMCG companies by revenue. Emami's products are available through a wide distribution network spanning over 5.4 million retail outlets in India serviced by more than 3,400 distributors, and a global footprint in 70+ countries across SAARC, Middle East, Africa, CIS, and parts of Europe and Southeast Asia. A key pillar of Emami's strategy is continuous brand-building and innovation in ayurvedic and natural propositions that resonate strongly with Indian consumers. The...

one of India's leading manufacturers of writing instruments. The company holds approximately 9% market share in India's writing and creative instruments sector and ranks among the top three players in the overall industry. Headquartered in Mumbai, Flair operates 11 manufacturing facilities across Valsad (Gujarat), Naigaon (Maharashtra), Daman, and Dehradun. Flair owns several established brands, including FLAIR, HAUSER (acquired in 2014), PIERRE CARDIN, ZOOX, FLAIR CREATIVE, and FLAIR HOUSEWARE. The company has established long-term relationships with international brands and operates as both a brand owner and OEM manufacturer. The company boasts the largest distributor/dealer network in the writing instruments industry in India. As of June...

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