Azad Engineering (Behind the Meter Proxy - I)

Indirect beneficiery of increasing Gas Turbine Capacities

May 10 • Pankaj Garg

11

1

1

April 2026

Energy Transition #12 - Powering Data Centers

"Behind the Meter" powering of data centers

Apr 21 • Pankaj Garg

11

2

March 2026

Learning New Things #4 Directed Energy Systems

One of the fastest-growing subsegment in the Defence Sector

Mar 1 • Pankaj Garg

3

1

February 2026

Revisiting Dynamatic Technologies

At an inflection point?

Feb 18 • Pankaj Garg

6

1

January 2026

Hello 2026!

Systems > Resolutions

Jan 4 • Pankaj Garg

4

1

1

August 2025

Radico Khaitan - Premiumisation Trend

Indian Consumer moving up the value chain

Aug 10, 2025 • Pankaj Garg

5

1

July 2025

Laurus Labs Ltd.

Will the history repeat?

Jul 25, 2025 • Pankaj Garg

17

2

5

Quality Power Electrical Equipment Ltd

Beneficiary of Transmission Capex

Jul 21, 2025 • Pankaj Garg

6

2

India’s Chemical Industry: The Next Global Manufacturing Hub?

Notes from NITI Aayog Report - Chemical Industry: Powering India’s participation in Global Value Chains

Jul 8, 2025 • Pankaj Garg

7

1

3

June 2025

Book: The Kill Chain

Understanding the Defence Sector

Jun 29, 2025 • Pankaj Garg

7

1

1

Revisiting: Apar Industries

In a nutshell, long-term triggers like the capex on transmission, shift to Solar and Wind, investments in railways, and premiumisation, etc., are still…

Jun 21, 2025

7

3

2

Energy Transition #11: Quest for Security

Security > Economic Efficiency > Environment

Jun 7, 2025

1