A fundamental screenerQ1 FY2788 of 100 calls read
Ranking India's top 100 companies.
- Coverage
- 100
- 11 sectors
A fundamental screenerQ1 FY2788 of 100 calls read
Guidance re-read
The bet: double tower and conductor capacity, fund it with capex plus a QIP, and turn a >2x book-to-bill order book into revenue across six continents. The most disciplined guide of the latest deep-track batch — the read walks where capacity slips could hold it back.
Guidance re-read
The bet: ride India's sovereign-AI and defence compute build-out, lifting AI from ~15% of revenue toward 40%+. A habitual sandbagger that guides 35-40% growth and delivers 59-90% — the read weighs the demand thesis against that under-promising pattern.
Guidance re-read
The bet: add 80-90 stores a year almost entirely franchisee-funded, so free cash clears non-GML debt and funds Candere and the regional brands. Guidance mostly kept (13 met to 7 missed). Margin dilutes as FOCO grows — the read tracks whether PBT and ROCE hold.
What's new · Q1 FY27
This week13 updates
Guidance MonitorMixed management, ambitious guidance — Bolt-ons plus capacity plus exports to roughly triple revenue to Rs 1,000 cr
Guidance MonitorCredible management, conservative guidance — Build capacity and go global to convert a 2x book-to-bill order book
Guidance MonitorMixed management, ambitious guidance — Diversify off commodity stainless into a subsidy-backed electronics-materials vertical
Guidance MonitorMixed management, ambitious guidance — Move up the stack: from build-to-print PCBA to system integration and new verticals
Guidance MonitorCredible management, measured guidance — Capital-light FOCO expansion that self-funds deleveraging and new formats
Guidance MonitorMixed management, measured guidance — Bolt a US plant onto a higher-value-mix India base to reach ₹1,000cr
Guidance MonitorMixed management, ambitious guidance — Go down-market with EL, built at a funded greenfield
Guidance MonitorMixed management, ambitious guidance — Bolt a US oilfield-chemicals platform onto the legacy textile base
Guidance MonitorMixed management, ambitious guidance — Ride the naval build-out, then layer data-centre cooling on top
Guidance MonitorCredible management, ambitious guidance — From turbine-maker to full-stack renewable developer
Guidance MonitorWeak management, ambitious guidance — Grow volume and margin together via NEXA mix and backward integration
Key Variables4 variables tracked
Guidance MonitorCredible management, measured guidance — Fund an owned India retail brand off the B2B export cash engine
Exchange filings · last 45 days
BSE filings across the covered universe, read into plain English and filtered to the business events — order wins, capex, deals, fundraises, approvals. The procedural noise is left out.
M&A / InvestmentCompany incorporated a new step-down wholly owned subsidiary.
Product & ApprovalsUSFDA successfully completed inspection at Apnar Pharma's manufacturing facility.
Product & ApprovalsShilpa Medicare's OERIS Ondansetron extended-release injection 100 mg/mL gets final SEC approval for marketing.
FundraisingCompany allotted 1,24,99,669 equity shares on a rights basis.
Product & ApprovalsCompany announced grant of a patent under SEBI LODR disclosure.
FundraisingCompany allots equity shares, resulting in a capital raise.
What's working now
Ordered by In Focus — how much each theme is drawing attention now. A measure of attention, not investment advice.
#1 hottest · this quarter
In focusA ~$700bn global hyperscaler capex wave is re-rating India's fibre and compute suppliers; optical-fibre and AI-server names are guiding to data-centre-led demand visibility that didn't exist a year ago.
Avg read7.1Bullish6 covered names
Leading the theme