Company analysis
Behind the big moves
When India’s top investors move into a company, we dig into the business: what it does, how it makes money, the risks and what to watch.
3 analyses
Electrical equipment+5.6% since flagged
TD Power Systems
US data centres drive export boom at TD Power Systems
Rising demand for on-site power generation at US data centres is driving export growth for the Bengaluru-based generator manufacturer.
Water infrastructure-1.3% since flagged
Electrosteel Castings
Electrosteel readies underused pipe capacity as water project funding returns
Promoters bought ₹195 crore of shares as government funding for water projects returns.
Home textiles+1.2% since flagged
Welspun Living
Welspun Living margins recover for three straight quarters after tariff shock
Fidelity and Quant purchased shares worth ₹526 crore as the home textile exporter recovers from a US tariff shock.