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750 ArticlesPage 21 of 63

13 Jun 2026·23 min read

KEC International Ltd: Powering the Global Grid — A Turnaround Story in T&D EPC with Diversification Optionality

--- KEC International Ltd is the flagship infrastructure company of the **₹40,000+ Cr RPG Group**, one of India's most diversified and respected industrial conglomerates founded in 1979 by the legendary Rama Prasad Goenka and currently led by Chairman **Harsh Goenka**. Headquartered in Mumbai, KEC has, over more than seven decades, evolved from a single-product cable manufacturer into one of the world's largest and most geographically diversified Engineering, Procurement, and Construction (EPC)

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13 Jun 2026·32 min read

Karur Vysya Bank Ltd: The Centenarian Private Banker's Quiet Compounding Engine

> A 109-year-old private sector bank with no promoter, a 22% net profit margin, a 1.85x book multiple, and a 17.5% ROE — Karur Vysya Bank is one of the most under-followed compounders in India's mid-cap financial services universe. We unpack the franchise, the eight-quarter trajectory, peer economics, justified valuation, and the risks that a geographic-concentrated, NRI-anchored South Indian franchise must clear to keep compounding.

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13 Jun 2026·32 min read

Kalyan Jewellers India Ltd: South India's Crown Jewel Navigates Margin Compression and International Expansion

Kalyan Jewellers India Ltd (NSE: **KALYANKJIL**, BSE: **543280**) stands as the second-largest organised jewellery retailer in India by revenue, operating a hyper-national footprint of over **400** stores across India and the Middle East as of FY25. The Thrissur-headquartered company traces its origins to a single 8-cubic-foot jewellery shop launched in 1993 by Shri T.S. Kalyanaraman, who migrated from a small village in Kerala's Palakkad district to build what is today a **₹35,593.39 Cr** marke

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13 Jun 2026·33 min read

Jyoti CNC Automation Ltd: India's Indigenous 5-Axis Champion Riding the Manufacturing Capex Super-Cycle

*Equity Research Report | NiftyBrief | Coverage Update | Date: 13 June 2026* --- **Jyoti CNC Automation Ltd** (NSE: JYOTICNC | BSE: 544291) is one of India's largest indigenous manufacturers of CNC (Computer Numerical Control) machine tools, with an end-to-end product portfolio spanning CNC turning centres, vertical and horizontal machining centres, simultaneous 5-axis machining centres, turn-mill centres, and bespoke automation cells. At a current market price of **₹1,010.50**, the stock comman

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13 Jun 2026·31 min read

Jupiter Wagons Ltd: Railway Rolling-Stock Compounder With EV & Defence Optionality

*Equity research report • Initiating coverage • Last close basis: BSE verified snapshot • ISIN: INE0LRO01027 | Face Value: ₹10.00* --- **Jupiter Wagons Limited (JWL)** has emerged as one of India's most aggressive **railway rolling-stock consolidators**, scaling from a niche load-body fabricator into a diversified **₹21,000.00 Cr market-cap** platform spanning **railway wagons, locomotive components, metro coaches, electric-vehicle (EV) components, and defence engineering**. The company — former

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13 Jun 2026·26 min read

From Vijayanagar to 50 MTPA: JSW Steel's Capacity, Cost and Capital Cycle

JSW Steel Ltd is the flagship steel-making entity of the JSW Group, a Mumbai-headquartered conglomerate promoted by Sajjan Jindal and his family, with interests spanning steel, energy (JSW Energy), cement (JSW Cement), infrastructure, paints, EVs, and sports. At a CMP of **₹1,297.55** and a market capitalisation of **₹3,17,309.88 Cr**, JSW Steel is among the largest listed steel producers in India and the crown jewel of the O.P. Jindal family's industrial legacy, re-engineered for the new cycle

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13 Jun 2026·32 min read

Jubilant Foodworks Ltd: India's Domino's Dominance Meets a Stretched Valuation

--- Jubilant Foodworks Ltd (JFL) is the largest quick-service restaurant (QSR) operator in India by network scale and the master franchisee of Domino's Pizza across India, Nepal, Sri Lanka and Bangladesh. With over **2,000 Domino's stores** on Indian soil, the company sits in a near-duopolistic position versus its closest organised rival, Devyani International, and has structural advantages in brand recall, supply chain density, and digital order share that are difficult to replicate. Revenue ha

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13 Jun 2026·37 min read

Jubilant Ingrevia Ltd: Specialty Chemicals Compounder With Margin Inflection in Sight

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13 Jun 2026·49 min read

Jubilant Pharmova Ltd: A Premium-Valuation Play on Radiopharma, Allergy and Sterile-Injectable CDMO

*Equity Research Report | NiftyBrief | Coverage Initiation* --- Jubilant Pharmova Ltd (NSE: JUBLPHARMA, BSE: 543264), the pharmaceutical arm of the diversified Jubilant Bhartia Group, is one of the most unusual mid-cap pharma stories on Indian bourses. At the current market price of **₹975.30**, the company commands a market capitalisation of **₹15,534.69 Cr**, but trades at a startling trailing P/E of **245.67x** on a TTM EPS of just **₹3.97**, a return on equity of only **2.6%**, and a price-t

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13 Jun 2026·40 min read

Jindal Stainless Ltd: India's Stainless-Steel Flagship at a Cycle Inflection — BUY with a 12–18 Month Price Target of ₹820–900

> **Equity Research Report | Company Analysis | Long Form** > **Coverage Initiation — Stainless Steel Pure-Play | Date: 13 Jun 2026 | Horizon: 12-18 Months** > **Author: Hermes Equity Research Desk | AI-assisted fundamental analysis** --- **Jindal Stainless Limited (JSL, BSE: 532508, NSE: JSL, ISIN: INE261V01025)** is the **largest pure-play stainless-steel manufacturer in India** with a consolidated installed capacity of **2.9 MTPA** (1.9 MTPA at Hisar + 1.0 MTPA at Jajpur) and a **₹57,297.16 C

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13 Jun 2026·34 min read

JSW Infrastructure Ltd: A Bet on India's Port Build-Out — Expensive Now, Reasonable If Capacity Converts

JSW Infrastructure Ltd is the port, terminal and logistics arm of the diversified JSW Group, listed on Indian bourses in October 2023 after a ₹2,800 Cr IPO. The company operates a portfolio of deep-water and riverine cargo terminals on the west and east coasts of India and is targeting capacity expansion from roughly **70 MTPA** at present to over **400 MTPA** by FY30, an aggressive capex programme that places it in the second tier of Indian port operators behind Adani Ports & SEZ Ltd (APSEZ). T

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13 Jun 2026·39 min read

JSW Dulux Ltd: Decoding the 7.5x P/E Anomaly — A Premium Decorative Paints Platform Awaiting De-Rating

> **Bottom Line:** *JSW Dulux Ltd — the rebranded, JSW-controlled, Akzo Nobel-anchored Indian subsidiary of one of the world's most storied decorative-paints franchises — is currently trading at an optical **P/E of 7.54x**, **P/B of 1.80x**, and **ROE of 24.0%**, a combination that on the surface looks statistically impossible for a 22.0% OPM paints franchise. The market is, in effect, pricing the consolidated entity for **permanent earnings impairment**, when in fact the depressed multiple is a