Analysis Every covered industry and policy, two ways. Deep dive maps its supply chain: the layers, who supplies them and which companies are listed. Reports are ten-slide summaries for investors: latest developments, value chain, PESTLE, the listed beneficiaries and their financials, and the research behind it. Each industry’s Charts button shows the price chart of any of its listed stocks, picked by layer; Baskets backtests them together against the Nifty 50. The IPOs tab summarises the prospectus of each big upcoming issue.
EV Industry report Oct 2026 India Electric Passenger Vehicles From import-heavy assembly to a localised EV component stack Structural tailwind e-PV sales, FY26 ~2.0 lakh EV share of car sales ~4.5% 10 slides · 10 beneficiaries Read curated report → SC Industry report Oct 2026 India Semiconductors From a pure chip importer to a first wave of fabs and OSAT plants Early build-out India chip demand, 2024 ~$45-50 bn ISM first-phase outlay ₹76,000 Cr 10 slides · 10 beneficiaries Read curated report → DC Industry report Oct 2026 India Data Centres & AI Infrastructure From colocation for Indian enterprises to gigawatt AI campuses Structural tailwind Installed IT capacity, 2025 ~1.4 GW Projected capacity, 2030 ~4-5 GW 10 slides · 10 beneficiaries Read curated report → RL Industry report Oct 2026 India Railways & Rolling Stock A state-funded capex cycle shifting from track to trains, safety and signalling Steady, budget-led Railway capex, FY26 BE ~₹2.65L Cr Broad-gauge electrified ~99% 10 slides · 10 beneficiaries Read curated report → NV Industry report Oct 2026 India Naval Shipbuilding A decade-long warship and submarine build-out moving onshore Structural tailwind Ships under construction ~60 Defence production, FY26 ₹1.78L Cr 10 slides · 10 beneficiaries Read curated report → AE Industry report Oct 2026 India Aerospace Components & MRO From build-to-print subcontracting to qualified engine, structures and MRO capacity Structural tailwind Defence production, FY26 ₹1.78L Cr Defence exports, FY26 ₹38,424 Cr 10 slides · 10 beneficiaries Read curated report → 5G Industry report Oct 2026 India 5G & Telecom Infrastructure From a rollout sprint to a long densification and monetisation cycle Mixed: monetise > build 5G subscribers, 2025 ~39 Cr 5G base stations ~5 lakh 10 slides · 10 beneficiaries Read curated report → SL Policy report Oct 2026 India Solar Manufacturing & ALMM How a procurement list is moving the solar value chain onshore Policy-led tailwind ALMM module capacity >100 GW ALMM List-II (cells) Jun 2026 10 slides · 10 beneficiaries Read curated report → EN Industry report Oct 2026 India Power Generation A coal-anchored grid adding renewables, storage and new thermal at once Structural tailwind Installed capacity, FY26 ~515 GW Non-fossil share of capacity >50% 10 slides · 10 beneficiaries Read curated report → RE Industry report Oct 2026 India Real Estate Housing is cooling after a long upcycle while offices, malls and REITs keep growing Mixed: rent-yielding up, housing cooling Home sales, top 7 cities, 2025 ~3.96 lakh Office leasing, Jan-Sep 2026 66.4 msf 10 slides · 10 beneficiaries Read curated report → RX Industry report Oct 2026 India Pharmaceuticals From the US generics peak to brands, biologics and contract chemistry Mixed: rotate within Indian pharma market, CY2025 ~₹2.4L Cr Pharma exports, FY25 US$30.5bn 10 slides · 10 beneficiaries Read curated report → HC Industry report Nov 2026 India Hospitals & Healthcare Beds, labs, medtech and the payers behind them - a market moving to insurance and listed chains Positive, with a regulatory overhang Healthcare delivery market, FY25 ~₹7L Cr Health insurance premium, FY26 ~₹1.37L Cr 10 slides · 10 beneficiaries Read curated report → CM Industry report Nov 2026 India Capital Markets Exchanges, depositories, registrars, fund houses, brokers and wealth managers - the toll roads on India's savings Positive on plumbing, cautious on F&O Mutual-fund AUM, Sep 2026 ₹82.6L Cr Monthly SIP inflow, Sep 2026 ₹32,490 Cr 10 slides · 10 beneficiaries Read curated report → TG Industry report Nov 2026 India Power Transmission & Grid Towers, transformers, HVDC and smart meters behind a ₹9L Cr grid build-out Positive: capex upcycle NEP transmission outlay to 2032 ₹9.15L Cr Lines added, H1 FY27 6,108 ckm 10 slides · 10 beneficiaries Read curated report → CI Industry report Nov 2026 India Consumer Internet Food delivery, quick commerce, marketplaces and payments after the 2025-26 IPO wave Constructive, pick by margin E-retail GMV, 2025 US$65-66bn Online shoppers, 2025 290-300 mn 10 slides · 10 beneficiaries Read curated report → S2 Policy report Oct 2026 Semicon 2.0 + Mobile Phones (MPMS) India's twin bets on chips and phone assembly, and who gets paid Positive, but early Semicon 2.0 outlay ₹1.27L Cr MPMS outlay ₹62,500 Cr 10 slides · 10 beneficiaries Read curated report → RM Policy report Nov 2026 India Critical Minerals & Rare Earths The ₹16,300 Cr Critical Mineral Mission and the ₹7,280 Cr magnet scheme: auctions, lithium, copper, recycling and magnets Early: base metals pay now, the rest is optionality Critical Mineral Mission ₹16,300 Cr Blocks auctioned 56 of 88 10 slides · 10 beneficiaries Read curated report → DP Policy report Oct 2026 India Defence Procurement From DAC approvals to signed orders - who builds what India's forces buy Positive, priced in DAC approvals (AoN), 2026 so far ~₹7.6L Cr Capital acquisition budget, FY27 BE ₹1.85L Cr 10 slides · 10 beneficiaries Read curated report → EC Policy report Oct 2026 India Electronic Components (ECMS) From assembling phones to making what goes inside them Positive, execution-heavy ECMS outlay ₹40,000 Cr Approved investment ₹69,548 Cr 10 slides · 10 beneficiaries Read curated report → BA Policy report Nov 2026 India Battery Storage (PLI-ACC) Demand is booming; the cells, and the materials inside them, are still imported Mixed: strong demand, weak delivery PLI-ACC outlay ₹18,100 Cr Capacity awarded vs running 40 GWh / ~2.5 GWh 10 slides · 10 beneficiaries Read curated report → H2 Policy report Nov 2026 India Green Hydrogen Mission Record-low auction prices, export deals - and plants still to be built Neutral, early and export-led Mission outlay ₹19,744 Cr SIGHT awards 7.56 lakh t + 3 GW 10 slides · 10 beneficiaries Read curated report →
IPOs Upcoming ZPT Quick commerce Zepto India's #2 quick-commerce app by orders, doubling revenue but still burning cash SEBI approved · on hold Issue size ₹8,010 Cr + OFS Valuation ₹42,750 Cr 10 slides · prospectus summary Read IPO deck → PPE Digital payments & fintech PhonePe Walmart-controlled UPI leader with ~47% of volumes, selling a pure OFS SEBI approved · paused Issue size OFS only Valuation ₹95,000 Cr 10 slides · prospectus summary Read IPO deck → OYO Travel tech & hospitality platforms OYO (PRISM) Asset-light hotel and homes platform, now profitable, raising ₹6,650 Cr to cut debt SEBI approved Issue size ₹6,650 Cr Valuation Not yet set 10 slides · prospectus summary Read IPO deck →
Recently listed ZET Contract manufacturing & industrial supply Zetwerk An asset-light manufacturing platform raises ₹5,012 Cr at ~₹25,583 Cr, still loss-making Listed 23 Oct Issue size ₹5,012 Cr Valuation ₹25,583 Cr 10 slides · prospectus summary Read IPO deck → JIO Telecom & digital services Jio Platforms India's largest mobile operator lists at ~₹10.3L Cr to cut telecom debt Listed 28 Oct Issue size ₹30,213 Cr Valuation ₹10.30L Cr 10 slides · prospectus summary Read IPO deck → PH Hospitals & healthcare services Paras Healthcare A North India and Bihar hospital chain, listed at a ~₹7,500 Cr issue valuation after turning profitable in FY26 Listed 28 Oct Issue size ₹1,450 Cr Valuation ₹7,498 Cr 10 slides · prospectus summary Read IPO deck → NSE Stock exchange & market infrastructure NSE India's dominant exchange, now listed on BSE after a ₹22,563 Cr pure OFS Listed 24 Sep Issue size ₹22,563 Cr Valuation ₹4.42L Cr 10 slides · prospectus summary Read IPO deck → MHE Hospitals & healthcare delivery Manipal Hospitals India's largest hospital network by beds, now listed after a ₹9,275 Cr IPO Listed 5 Aug Issue size ₹9,275 Cr Valuation ₹77,607 Cr 10 slides · prospectus summary Read IPO deck →