The Desk
Ranking India's top 100 companies.
- Coverage
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- Mid & small caps · 12 sectors
Ranking
How scores work →Our 0–10 read of the quarter from the transcript and deck — not a price call.
Our 0–10 read of the quarter from the transcript and deck — not a price call.
What's new · Q2 FY27
Key Variables5 variables tracked
Key Variables5 variables tracked
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 read7.1Bullish8 covered names
Leading the theme
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.
Order Wins14% of mcapTransrail Lighting secures fresh orders worth ₹927 crore, led by 765kV and 400kV domestic transmission work.
Capex & ExpansionCompany commenced manufacturing operations at its new Global Coil Factory in Kupwad MIDC, Sangli, Maharashtra.
Capex & ExpansionVenus Pipes commences pipe spooling manufacturing capacity ahead of the December 2026 planned timeline.
M&A / InvestmentCompany incorporated Zollner Avalon Private Limited as a joint venture entity.
M&A / InvestmentTransrail to buy 49% of NOPL, a 990 MW PM-KUSUM solar developer, for ₹20 cr; ₹3,900 cr project, its first step into power generation.
Capex & ExpansionAcquired land at Amritsar for manufacturing expansion.
Fill the plants already built, with a freeze-dried capacity call due by Q1 FY28
Guidance record · 14 of 19 met · 10 live
Build GPU capacity ahead of demand, then lock it into multi-year contracts
E2E · Information Technology · 7h agoGuidance re-readGrow the loan book on borrowed money, not new equity, now up to 4x debt to equity
SGFIN · Financial Services · 7h agoGuidance record · 14 of 19 met · 10 live
Guidance re-read
Build GPU capacity ahead of demand, then lock it into multi-year contracts
Guidance record · 3 of 6 met · 5 live
Guidance re-read
Grow the loan book on borrowed money, not new equity, now up to 4x debt to equity
Guidance record · 5 of 8 met · 15 live