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  1. Business News
  2. Authors
  3. madhvendra

Madhvendra

Beyond Tata and Adani: The niche Indian engineering stocks riding the $6 trillion global AI data centre buildout

AI data centers are triggering a $6 Trillion global capex wave across power, cooling, and energy infrastructure. These companies are…

By Madhvendra
May 20, 2026 05:23 IST
20 GWh to 200 GWh: 3 Indian chemical stocks betting on a 10x EV battery surge

India’s EV battery demand could jump 10x by 2032 by some estimates. As the country races to localise its battery…

By Madhvendra
May 19, 2026 05:13 IST
Three PSU stocks are driving India’s Rs 37,500 crore import substitution mission. (AI-generated image from Gemini)
India’s Rs 37,500 crore coal gasification bet: 3 PSU stocks at the centre of the energy shift

As India battles rising energy import dependence and a widening current account deficit, a ₹37,500 crore coal gasification push is…

By Madhvendra
May 18, 2026 05:30 IST
Why this firm’s 5.4% yield and $5.8 lakh crore loan book make it an infrastructure income fortress. (AI-generated image from ChatGPT)
5.4% yield and a fortress balance sheet: Is this bluechip PSU the ultimate dividend machine

Powering India’s 2047 vision, this finance giant offers a 5.4% yield. With record profits and a sovereign payout mandate, is…

By Madhvendra
May 17, 2026 05:30 IST
India’s smart grid revolution is creating new winners in power infrastructure. (AI-generated image from Gemini)
The ‘silent’ AI play: How data centers are triggering India’s Rs 3 lakh crore grid upgrade

India’s ₹3 lakh crore grid upgrade is creating a silent infrastructure boom. From AI-driven data centers to smart meters, a…

By Madhvendra
May 16, 2026 05:30 IST
India’s $44 billion space odyssey: 3 stocks powering the shift from ISRO to private giants. (AI-generated image from Gemini)
5X growth by 2033: How 3 private stocks anchor India’s Rs 4.2 lakh crore space pipeline

India’s space economy could jump from $8.4 billion to $44 billion by 2033. As private participation rises, a new set…

By Madhvendra
May 15, 2026 05:30 IST
How these two stocks are riding the $49 billion PET boom. (AI-generated image from Gemini)
India just mandated recycling. These 2 stocks could ride an $18 billion plastic waste opportunity

As India’s demand for recycled plastic approaches 1 million tons, these two stocks are positioning themselves at the centre of…

By Madhvendra
May 14, 2026 05:30 IST
India wants 100 GW of Nuclear Power. These 3 engineering stocks are already inside the Rs 20 lakh cr order pipeline

India wants to expand nuclear power capacity 13X by 2047. A ₹20 lakh crore opportunity is opening up, and a…

By Madhvendra
May 13, 2026 05:33 IST
The Rs 4,600 crore power play: How AI and Data Centres are rewiring India’s cable giants

Data centres, AI, EVs, and renewable energy are creating a ₹4,600 crore projected opportunity for India’s wires and cables industry.…

By Madhvendra
May 12, 2026 05:35 IST
Why This Mining Giant with Rs 10,000 Crore Cash is the Bedrock of India’s Infrastructure. (AI-generated image from ChatGPT)
3.7% yield and Rs 10,000 crore cash: This zero-debt PSU is India’s hidden cash machine

A cash-rich mining giant is quietly turning commodity profits into rising shareholder payouts. With infrastructure demand booming, can this dividend…

By Madhvendra
May 9, 2026 05:30 IST
Rural road extension to FY28: These stocks are set for an infrastructure boom. (AI-generated image from Gemini)
Forget expressways: 3 infrastructure stocks riding India’s Rs 83,977 crore rural road expansion fortune

India’s rural road push is entering a new phase. With PMGSY-III extended till 2028 and fresh spending lined up, these…

By Madhvendra
May 8, 2026 05:30 IST
3 cash-rich stocks trading 15% to 40% below buyback prices: Signal or value trap?

Promoters are shifting from selling to buying. With $4Bn deployed in 2026, three cash-rich firms offer premiums of up to…

By Madhvendra
May 7, 2026 05:12 IST
India’s ‘next’ energy bet isn’t Solar—3 stocks riding the Rs 70,000 cr hydrogen wave

Beyond solar, India’s ₹19,744 Cr hydrogen pivot is scaling. From -253°C cryogenic tech to a 95% local manufacturing play, three…

By Madhvendra
May 6, 2026 05:31 IST
India’s Private Defence Pivot. (AI-generated image from Gemini)
Beyond HAL: The 2 micro-caps securing India’s first private missile licenses

Missile production opens up, ₹2.2 lakh crore defence push builds momentum, and two stocks surge up to 50%. But can…

By Madhvendra
May 5, 2026 05:30 IST
The MNC subsidiary yielding 6% as it validates the global AI revolution. (AI-generated image from ChatGPT)
6.1% yield & Rs 389 crore cash: This zero-debt MNC tech subsidiary is the ultimate ‘dividend hunter’ play for 2026

Strong cash flows, a 6.1% yield, and a lean model are driving a steady return of capital, signaling that dividend…

By Madhvendra
Updated: May 10, 2026 06:05 IST
ISM 2.0 and the chip boom: 3 stocks to watch. (AI-generated image from Gemini)
Beyond the Fabs: 3 critical input stocks powering India’s Rs 10 lakh crore semiconductor mission

India’s semiconductor push is opening a hidden opportunity. Even as most focus on big industrial groups like Tata and Murugappa…

By Madhvendra
May 2, 2026 05:30 IST
3 logistics stocks riding India’s infrastructure super-cycle. (AI-generated image from ChatGPT)
Gati Shakti’s Rs 100 lakh crore pivot: 3 logistics stocks positioned for a multi-year cycle

A ₹100 lakh crore logistics overhaul is reshaping how goods move across India. As freight corridors expand and efficiency improves,…

By Madhvendra
April 30, 2026 05:30 IST
Rs 23,500 cr heat bottleneck: 3 stocks powering India’s AI data center boom

AI-driven data centre growth is shifting focus to cooling infrastructure, with India’s thermal management market set to see Rs 23,500…

By Madhvendra
April 29, 2026 05:23 IST
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