Posts

Indian electronics manufacturers are expected to get preferential access to a nearly $750 billion electronics market in the European Union

Image
  Indian electronics manufacturers are expected to get preferential access to a nearly $750 billion electronics market in the European Union “Duties on imported machinery, such as lithography equipment, wafer cutting tools, and automatic test equipment are expected to drop from previous highs of 40-44% down to zero,” said Ashok Chandak, President IESA. This will be a major boost for the semiconductor fab and OSAT sectors as India imports all of these machines from other countries. Chandak added that there is a strong opportunity to integrate into the European supply chain for automotive and industrial electronics. Companies like Bosch, Continental, and Schneider have a manufacturing presence in the EU, creating demand for Indian-made components like PCBs and connectors. "With India’s electronics exports to the EU already at around USD 12 billion, preferential access to the EU’s nearly USD 750-billion electronics market creates a powerful runway for growth in line with India’s stra...
Post a Comment
Read more

Power Grid Corporation of India: 3% with retail

Image
  Power Grid Corporation of India: 3% with retail Large network of transmission assets with satisfactory operational performance -As on September 30, 2025, PGCIL owned transmission lines of 1,81,054 circuit kilometres (ckm)and 287 substations with transformation capacity of 5,82,516 MVA on a consolidated basis (including subsidiaries). Overall, as of September 2025, PGCIL owns ~84% of the inter-regional capacity of the country. It has demonstrated consistently high system average availability of 99.83% in the last two financial years against the minimum target of 98%, as per the CERC norms, ensuring the recovery of annual transmission charges and earning incentive for the availability being higher than the normative levels. Cost-plus tariff for majority assets ensures healthy return on equity -The company generates stable revenues and cash flows as a significant portion (~ 94.5% of its revenues) of the transmission assets are commissioned under the cost -plus tari...
Post a Comment
Read more

INDOFARM: Smallcap IPO

Image
  INDOFARM: Smallcap IPO Indo Farm Equipment Limited has entered into a strategic partnership with Sichuan Hongsheng Heavy Machinery Co. Ltd, China, to acquire advanced technology for the manufacturing of tower cranes.  This collaboration, facilitated through Beida Commercial & Trade Company, strengthens Indo Farm’s technical capabilities in the crane segment.  Sichuan Hongsheng brings over 40–50 years of industry expertise and is widely recognized in the crane technology space.  Their technology features advanced mechanical systems and innovative jib designs, supporting higher lifting capacities and extended horizontal reach—essential for the needs of modern construction. In FY 2024-25, Indo Farm’s revenue from cranes rose significantly to ₹22,505 lakh, surpassing tractor revenues of ₹14,172 lakh. This marks a clear year-on-year increase from ₹16,837 lakh in crane revenue in FY 2023-24, demonstrating strong market demand and focused strategy. The global construc...
Post a Comment
Read more

Jinkushal Industries : IPO Stock at 400 cr mkt cap

Image
  Jinkushal Industries : IPO Stock at 400 cr mkt cap Jinkushal Industries Limited (“JKIPL”) is India’s largest non-OEM exporter of construction and mining machinery (Source: CARE Edge).  Niche business of Exports of Refurbished, Customised and Own Brand Sales of Construction equipment through 3 different product verticals.  Also retain Complementary business of Machinery Rentals & business of logistics warehousing and earn a small portion of revenue from there.  · Asset-light business model with strong focus on customer trust, fast execution, and after-sales support. Export Focus: ~99% of JKIPL's revenue is export-derived, underlining global orientation.  Machines Supplied: Since 2017, supplied ~1,500+ machines worldwide; in FY25 alone, 584 units.  Financial KPIs: 5-year revenue CAGR 73.37%; FY25 D/E ~0.58.  Customer Metrics: Top-5 clients account for ~75% of revenue (Fy25) , reflecting concentration but strong Registered Office: Our registere...
Post a Comment
Read more

Raymond Realty: current Real Estate Business is now close to ~₹ 40,000 Cr

Image
  Raymond Realty: current Real Estate Business is now close to ~₹ 40,000 Cr The total potential revenue from  current Real Estate Business is now close to ~₹ 40,000 Cr, which includes:  THANE LAND PARCEL – 100 Acres with ~ ₹ 25,000 Cr Potential Revenue:  Have ~55 acres of Thane Land parcel currently under development which translates to ~5.8Mn square feet of RERA Carpet Area with a potential revenue of ~ ₹ 13,200 Cr, of which, have already sold ~ ₹ 8,200 Cr and collected an amount of ~ ₹ 6,300 Cr so far.  During the quarter, launched two new residential towers, Address by GS Season 3 and Invictus Tower B in Thane, which received an overwhelming response.  Further, witnessed continued traction in bookings across projects, especially in Ten X Era and the Address by GS Bandra.  JDA Led Model – Six JDA’s with ~ ₹ 14,000 Cr Potential Revenue  Committed to future expansion through an asset-light business model via the JointDevelopment Agreement (JDA) ro...
Post a Comment
Read more

Tata Capital Limited: AUM grew by 3% QoQ to ₹ 2,43,896 crore as on September 30, 2025

Image
  Tata Capital Limited: AUM grew by 3% QoQ to ₹ 2,43,896 crore as on September 30, 2025  CONSOLIDATED PERFORMANCE HIGHLIGHTS – Q2FY26 Including Motor Finance:  ➢ Retail + SME constitutes ~88% of gross loan book.  ➢ Retail unsecured forms 11.6% of gross loan book.  ➢ Pan India network of 1,479 branches across 27 states and union territories.  ➢ Focused on improving business metrices in Motor Finance (~10% of gross loans) before accelerating growth.  ➢ AUM grew by 3% QoQ to ₹ 2,43,896 crore as on September 30, 2025 from ₹ 2,37,508 crore as on June 30, 2025.  ➢ Net total income grew by 4% QoQ to ₹ 3,774 crore in Q2FY26 from ₹ 3,626 crore in Q1FY26.  ➢ Annualized operating expense on average net loan book of 2.6% in Q2FY26 vs. 2.4% in Q1FY26.  ➢ Cost to income ratio stood at 39.7% in Q2FY26 vs. 36.8% in Q1FY26.  ➢ Annualized credit cost of 1.3% in Q2FY26 vs. 1.6% in Q1FY26.  ➢ Profit after tax grew by 11% QoQ to ₹ 1,097 crore in Q2...
Post a Comment
Read more

GIFT City has flipped the script on NRI investing

Image
  GIFT City has flipped the script on NRI investing.   Here's what changed: The old way: Sign 60-70 documents. Wait 3-4 months. Navigate the NRE/NRO/PIS maze. Mandatory PAN cards, OCI cards, Indian bank accounts. The GIFT City way: Four documents. Two days. Done. You need a passport, bank statement, address proof, and local tax ID (like your SSN or Emirates ID). That's it.   No PAN. No Indian bank account. Money will move like it should: Transfer USD directly from your foreign account. Redeem back to the same account. Never touch an Indian bank.   Optional USD accounts available in GIFT City itself. Taxes are Simplified as well. The fund pays capital gains tax for you no Indian tax returns to file.   UAE residents investing in global funds? Zero tax.   One regulator (IFSCA) instead of juggling RBI and SEBI rules. No caps on intraday trading or leverage. While current AIF minimums sit at $150,000, retail-friendly feeder funds are emerging. GIFT City is funda...
Post a Comment
Read more