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875 ArticlesPage 23 of 73

13 Jun 2026·30 min read

ITC Hotels Ltd: A Demerger Spin-Off Pricing in a Luxury Cycle, Not a Luxury Compounder

**Data basis:** BSE-verified snapshot for ITC Hotels Ltd (post-demerger entity). All share-price, valuation, profitability and capitalisation figures are taken from the BSE-sourced key metrics block; operating metrics (RevPAR, ARR, occupancy) and balance-sheet history are reconstructed from listed-entity quarterly disclosures, ITC Limited's segmental carve-out and management commentary at the time of listing. The article assumes a March fiscal year-end.

company

13 Jun 2026·38 min read

Siemens Energy India Ltd: A Pure-Play Energy Infrastructure Compounder Post-Demerger — Is the 98x P/E a Premium or a Pre-Earnings Trap?

Siemens Energy India Ltd (SEIL) is one of the most consequential new listings on Indian bourses in 2025. The company emerged from the **demerger of Siemens Limited (NSE: SIEMENS, BSE: 500550)** — a demerger that, by intent and design, created **two focused franchises** out of one. The listed residual Siemens Limited kept the digital industries, smart infrastructure, and motion businesses; **Siemens Energy India Ltd retained the energy value chain** — power generation, power transmission, gri

company

13 Jun 2026·38 min read

Can Fin Homes Ltd: PSU-Backed Salaried Home Loan Specialist — Underwriting Discipline, Spreads Under Pressure, Now Pricing a Q4 Surge

Can Fin Homes Ltd is one of the few listed pure-play Indian housing finance companies (HFCs) that combines a public-sector parentage (Canara Bank holds **29.99%**), a sharply defined salaried-customer underwriting model, and a 38-year operating history. At a CMP of **₹862.25** and a market capitalisation of **₹11,481.21 Cr**, the stock is up just over **2%** from the previous close of **₹843.95**, having touched an intraday high of **₹865.00** and a low of **₹839.85**. The 52-week range is **₹70

company

13 Jun 2026·34 min read

HDB Financial Services Ltd: India's Newly Listed NBFC Powerhouse — A Deep-Dive Into the HDFC Bank Spinoff

When HDB Financial Services Ltd (HDBFS) listed on the Indian bourses in mid-2025, it gave public market investors their first direct window into the consumer-facing NBFC arm of the HDFC Bank ecosystem. At a current market price of **₹640.75** and a market capitalization of **₹53,204.58 Cr**, HDBFS commands a valuation premium typical of HDFC Group entities. The stock has traded in a 52-week range of **₹580.00** to **₹834.00**, with the trailing P/E at **20.91x**, P/B at **3.49x**, ROE at **16.71

company

13 Jun 2026·39 min read

Indian Railway Finance Corporation Ltd: The Sovereign-Backed Yield Vehicle on Steroids — A Speciality NBFC Rewriting the Indian Railway Capex Story

Indian Railway Finance Corporation Ltd (IRFC) is, on the surface, the world's most boring financial institution. It has exactly one borrower — the Ministry of Railways, Government of India — and a balance sheet that looks more like a sovereign quasi-bond fund than a commercial NBFC. Look closer, however, and IRFC emerges as one of the most asymmetric long-duration yield vehicles on Indian markets: **86.4% government ownership**, **sovereign-quality credit risk** (effectively zero NPAs since the

company

13 Jun 2026·41 min read

Indian Renewable Energy Development Agency Ltd: India's Green-Energy Banker Trading at a Cyclical Low — A Compounding Bet on the Energy Transition

--- Indian Renewable Energy Development Agency Limited (IREDA) is a **Government of India**-owned, **Mini Ratna (Category-I)** public-sector **Non-Banking Financial Company (NBFC)** that operates as the dedicated green-finance arm of the **Ministry of New & Renewable Energy (MNRE)**. Incorporated in **1987** as a flagship institution to channelise low-cost capital into India's nascent renewable energy sector, IREDA was conferred **Public Financial Institution (PFI)** status under the Companies A

company

13 Jun 2026·28 min read

Aditya Infotech Ltd (CPPLUS): India's Home-Grown Surveillance Champion — A Growth Story Priced to Perfection

Aditya Infotech Limited, the listed parent of the iconic **CP PLUS** brand, has over the last decade-plus quietly built itself into India's most recognisable name in video surveillance and electronic security. What began in 2007 as a single-brand CCTV play by promoter **Aditya Khemka** out of Noida has, by FY26, become a ₹**4,221 Cr** revenue, ₹**368 Cr** net profit franchise, the largest in the listed Indian surveillance space. The company's market capitalisation has swelled to **₹39,735.65 Cr*

company

13 Jun 2026·35 min read

HBL Engineering Ltd: From Battery Specialist to Defence & Railway Powerhouse — Is the FY26 Surge a Structural Inflection or a One-Off Spike?

--- HBL Engineering Ltd (formerly HBL Power Systems Ltd) is one of India's most diversified industrial battery and power electronics platforms, manufacturing and servicing a portfolio that spans lead-acid batteries (VRLA and Plante/PLT), nickel-cadmium batteries, lithium-ion battery packs, electronic rectifiers, and specialised power-electronics assemblies. The company was incorporated in **1983** and over four decades has built an installed base across some of the most demanding mission-critica

company

13 Jun 2026·34 min read

Jio Financial Services Ltd: The ₹1.56 Lakh Cr Optionality Engine — Inside India's Largest Unmonetised Financial Distribution Platform

Jio Financial Services Limited (JIOFIN) is the listed financial-services holding company demerged from **Reliance Industries Limited (RIL)** in **July 2023** under a mirror-demerger scheme, in which every shareholder of RIL received one equity share of JIOFIN for every one share of RIL held. Listed on the BSE and NSE on **August 21, 2023** under BSE code **543940** and NSE symbol **JIOFIN**, the company carries ISIN **INE758E01017** and is classified by the Reserve Bank of India as a **Core Inve

company

13 Jun 2026·36 min read

Bharat Dynamics Ltd: India's Missile Crown Jewel — A Pre-Budget Re-Rating Play on Indigenisation and Export Optionality

Bharat Dynamics Ltd (BDL) has quietly compounded into one of India's most strategic state-owned defence manufacturing platforms, with a **₹17,000–22,000 Cr** order book, an unmatched missile-systems portfolio spanning **Akash, QRSAM, MRSAM, Astra, K-series SLBM and BrahMos subsystems**, and a structurally rising share of indigenously-developed content. The stock trades at a richly demanding **104.59x trailing P/E** and a **11.67x P/B** that is fully consistent with a quasi-monopoly franchise cap

company

13 Jun 2026·35 min read

Ather Energy Ltd: India's E2W Champion Still Burning Cash — Buy on the Path to Breakeven

Ather Energy Ltd is a Bengaluru-headquartered, vertically integrated Indian electric two-wheeler (E2W) company that designs, develops, and assembles electric scooters, lithium-ion battery packs, charging infrastructure, and the operating software that ties the ecosystem together. Incorporated in **2013** by IIT-Madras engineers Tarun Mehta and Swapnil Jain, Ather listed on Indian bourses in **May 2025** after a ₹2,981 Cr IPO that was subscribed **1.79x** and gave the company a post-money valuati

company

12 Jun 2026·47 min read

Angel One Ltd. (NSE: ANGELONE | BSE: 543235) — Equity Research Initiation: India's Discount-Broker Fintech Compounder at a Cyclical and Regulatory Crossroads

Angel One (NSE: ANGELONE) deep-dive equity research: India's largest discount broker with 7.5M+ active clients, 28% sales CAGR and 40% PAT CAGR over the last decade. Analysis of MTF, AMC, distribution, and SmartAPI platform businesses, SEBI F&O regulatory impact, and FY27E base/bull/bear case scenarios with a probability-weighted target of Rs 510-525.