Latest posts
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Vijay Kedia and Mukul Agrawal Portfolio: Can Yatharth Hospital’s Oncology Revenue Push Earnings Per Bed Above ₹35,000?
The article examines whether Yatharth Hospital’s growing focus on oncology can become a meaningful earnings driver as the company tries to increase revenue per occupied bed. Oncology already contributes close to 10% of group revenue despite only one LINAC being operational, while two more are planned at Faridabad Sector-20 and New Delhi. It also examines…
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Danish Power: Data Centres and 5 Other Reasons to Keep This Transformer Stock on Your Radar
Volatility has been the word of the year for anyone touching transformer oil, copper or aluminum. Freight disruptions, a jumpy dollar-rupee rate and a geopolitical mess have squeezed input costs across the electrical equipment space. Yet one mid-cap name just posted a year that looks almost unbothered by any of it, and there’s more going…
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India’s Chip Revolution: 6 Semiconductor Stocks to Watch | Trade Brains
Register to Tradebrains Portal Smallcase here: https://tradebrainsportal.smallcase.com India’s semiconductor story is entering a new phase.At SEMICON India 2026, the focus shifted from proposed projects and government incentives toward actual commercial production, major investment commitments and the development of a broader semiconductor ecosystem. The event brought together more than 600 exhibitors from 52 countries, with 56…
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Linde India at 98x PE: What Expectations Are Driving the Valuation?
Linde India is an interesting valuation thesis because the company is showing strong margin expansion and rising capital expenditure despite relatively modest top-line growth. At the same time, the stock is valued at nearly 97 times trailing earnings. The market is therefore not valuing Linde primarily on what it earns today. It is placing substantial…
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Solex Energy In Focus After Announcing ₹4,000 Crore Capex Plan & ₹4,500 Cr Revenue Target
The renewable energy market in India is going beyond the manufacture of solar modules as the need for domestic supply chains increases and demand for better efficient solar cells and energy storage rises. Companies are keen to include stages in the entire renewable energy value chain to control costs, quality, and supply. The share price…
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IOC, BPCL, or HPCL: Which Oil Company Might Pay the Biggest Price for Russian Crude
Indian oil refiners are in focus as the US steps up pressure on buyers of Russian crude. The latest sanctions could allow tariffs of up to 100 percent on major buyers, raising concerns over crude procurement costs and the earnings of Indian oil marketing companies. While no direct ban or tariff has been imposed yet,…
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Vijay Kedia Stocks Trading at a Discount of Up to 50% From Their 52-Week Highs to Keep an Eye On
Vijay Kedia is a well-known Indian investor and stock market veteran, recognised for his long-term investment approach and ability to identify promising businesses with strong growth potential. He began investing in the stock market at the age of 19 and later founded Kedia Securities in 1992. Kedia is known for his SMILE investment philosophy, ‘Small…
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Borosil Renewables In Focus After Revising Expansion Capex To ₹1,100 Crore & Delaying Timeline
India’s largest solar glass manufacturer, has pushed out the commissioning timeline on its Gujarat furnace expansion beyond what was originally announced. The company points to disruptions from an ongoing overseas conflict as the reason behind both the delay and a higher project cost. Alongside the revised schedule, the board has also reviewed a newly notified…
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Cranex In Focus After Securing Orders Worth ₹7.18 Crore For Cranes & Material Handling Systems
The requirement for the use of heavy machinery and material-handling equipment directly relates to the growth of infrastructure, power generation facilities, and large engineering projects being undertaken. Cranes and lifting machines are essential in moving heavy equipment and materials in construction sites, power plants, and production facilities. The share price of Cranex Ltd closed at…
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Rites Stock In Focus After Electrification Project Cost Revised To ₹154.65 Crore
India’s state-run engineering and consultancy firms occupy an unusual niche: they don’t compete for every project on price the way private contractors do, they’re often simply asked to keep managing work they’ve already been trusted with, sometimes for years, as the scope and cost of that work evolves. Project Management Consultancy contracts, in particular, tend…