Revisiting Dynamatic Technologies

At an inflection point?

Feb 18 • Pankaj Garg

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January 2026

Hello 2026!

Systems > Resolutions

Jan 4 • Pankaj Garg

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August 2025

Radico Khaitan - Premiumisation Trend

Indian Consumer moving up the value chain

Aug 10, 2025 • Pankaj Garg

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July 2025

Laurus Labs Ltd.

Will the history repeat?

Jul 25, 2025 • Pankaj Garg

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Quality Power Electrical Equipment Ltd

Beneficiary of Transmission Capex

Jul 21, 2025 • Pankaj Garg

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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

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June 2025

Book: The Kill Chain

Understanding the Defence Sector

Jun 29, 2025 • Pankaj Garg

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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

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Energy Transition #11: Quest for Security

Security > Economic Efficiency > Environment

Jun 7, 2025

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Revisiting: Unimech Aerospace

Immense tailwinds, but need a close watch on execution

Jun 1, 2025 • Pankaj Garg

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May 2025

Revisiting: Zen Technologies

A relevant player in the new age warfare

May 24, 2025 • Pankaj Garg

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March 2025

Energy Transition #10: What are SMRs?

India's Nuclear Ambitions!!

Mar 18, 2025

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