Primer: Tata Power (TPWR IN) - Sep 2025
Tata Power is India's largest integrated power company with a significant and growing presence in renewable energy, positioning it to benefit...
133 Views
INDIA NUCLEAR — SHANTI BILL 2025: From Liability Paralysis to a $550–750bn Private-Build Pipeline
​SHANTI transforms nuclear energy into a bankable asset class in India, with a shift towards a 100-GW build mandate and focus on SMRs and...
147 Views
The Thermal Vs Renewable Debate: JSW Energy - 2026 High Conviction Idea
​JSW Energy is the better-placed utility in terms of growth visibility with healthy split of thermal and renewable capex underway. Its aggressive...
448 Views
Emmvee Photovoltaic Power IPO - Integrated Scale, Bright Prospects
Emmvee Photovoltaic Power Ltd is looking to raise about US$327m in its India IPO. In this note, we have a look at its past performance, and talk...
218 Views
Vikram Solar IPO Trading - Robust Insti-Led Demand; Decent Anchor
Vikram Solar raised about US$238m in its India IPO. In this note, we will talk about the demand and the trading dynamics.
392 Views