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Azad Engineering (Azad) has inaugurated two dedicated manufacturing facilities for GE Vernova's gas power business at its Centre of Excellence & Innovation Centre in Hyderabad.

The 700tpd plant (phase 1) is running at ~99% capacity utilization, STL expects to commission the 250tpd (phase 2) plant in 2HFY27 in a calibrated manner, At optimal utilization of ~950tpd, the company expects topline of Rs41-43bn from the Punjab plant alone, with an EBITDA margin of ~12%.

revenue) continues to be the company's largest growth and margin contributor, with revenue growing 17% YoY in Q1FY27 and EBITDA margin improving to 23.8%. Growth was supported by execution across commercial aerospace and defence programmes and expanding portfolio towards complex components. The company has made significant progress on the Airbus A220 doors programme, with the first complete shipset of all eight doors industrialised and delivery-ready ahead of schedule, while the Dassault Falcon 6X rear fuselage programme and Deutsche Aircraft...

content per vehicle : In clean air space, Tenneco provides fully integrated exhaust & aftertreatment systems, which are designed to reduce pollution & optimize engine performance and acoustic tuning. It holds leading position in this domain, with ~58% market share in CV space, ~68% in offhighway (ex-tractors) space & ~20% in PVs. The biggest structural opportunity for Tenneco in this domain comes from increasing technological content required in vehicles as emission and fuel-efficiency regulations become more stringent. The transition from BS-VI to the next generation of emission regulations is expected to increase the complexity...

We value the company at 26x FY28E EPS, and recommend a BUY rating on the stock with a TP of Rs 1,980/share, implying an upside of 10% from the CMP.

Sagility’s practices are designed to manage and improve critical healthcare operations across the payer and provider ecosystem. These capabilities span the full healthcare value chain, combining deep domain expertise with operational execution to deliver measurable outcomes.

Prestige Estates (PEPL) recently launched a new project, Prestige Parklane, Bengaluru (INR17.5b GDV). With this, it has launched three projects in 2QFY27 with a combined GDV of INR40b.

PLNG has corrected ~11% over the last seven months, primarily due to Qatar Energy's declaration of force majeure; elevated spot LNG prices, averaging ~USD19-20/mmbtu in 1HFY27’YTD (vs. ~USD12/mmbtu in FY26), raising the risk of slowdown in gas demand.

Neogen has two segments viz. (i) organic chemicals, (ii) inorganic chemicals which find applications in pharmaceutical intermediates, agrochemical intermediates, polymers additives and water treatment chemicals. As the per the new strategy to address the opportunities emanating from EV ecosystem, it has earmarked a capex of 1,795 crore for the Lithium...

We initiate coverage on Century Plyboards India Ltd. with a BUY recommendation and a target price of Rs 820/share, implying ~18% upside from the CMP.

The Aster DM Healthcare–QCIL merger creates one of India's largest hospital platforms, Aster DM Quality Care (AsterDM), with 39 hospitals and ~10,600 operational beds across 28 cities.

We visited PLNG’s Kochi terminal and interacted with top management. Despite the prevailing ME crisis and higher LNG prices, Indian LNG demand remains steady, driven by the fertilizer, power, and CGD sectors.

FY26 was a year full of challenges. Tensions in West Asia, the prolonged RussiaUkraine conflict, and volatility in crude and polymer prices, freight costs and currency markets created an operating environment that could have placed significant pressure on margins.

A life sciences workflow outsourcing growth story - Indegene, founded in 1998, is a digital-first commercialization partner focused on the global life sciences industry. It serves 20/20 top biopharma companies and operates across 80+ markets through 17+...

: Pearl Global Industries Ltd. (PGIL) is a multi-national apparel manufacturer offering end-to end sustainable solutions across the fashion value chain. It has 25 manufacturing facilities with capacity of ~108mn pieces across...

Global outsourcing of pharma R&D/testing, tightening food-safety and export - compliance norms, and India's cost/talent advantage drive multi - year demand for accredited CRTO capacity. Unlike acquisition - led peers, Vimta has grown organically adding ~200,000 sq .ft. at its Genome Valley Life Sciences campus (~INR 100 Cr, FY 25- 26) and doubling EMI/EMC chamber capacity for defence - electronics demand.

Niva Bupa hosted a conference call to discuss the implications of the consultation paper released on distribution regulations. The company believes that the measures in the draft would be a net positive for the industry and the company.

Global life science and pharma companies prefer to onboard external agencies like Indegene to reduce operational costs, accelerate go-tomarket, access specialized global talent, and manage the spike in content volume during the drug launch and drop during periods with no updates.

Pearl Global’s (PGIL) analyst meet reinforces a structurally stronger mid-to-high teens growth framework (16–18%), with management targeting ~15% volume growth and ~300bp margin expansion (12-14% EBITDA margin), driven by operating leverage and a higher contribution from knit products.