Beyond the Platform: What India’s Defense Boom Is Actually Built On?
What will actually separate the long-term winners from the companies simply riding India’s defense boom? We take a closer look.
Naveen K R, Author at smallcase
Senior Director, Windmill Capital
Beyond the Platform: What India’s Defense Boom Is Actually Built On?
Inside HNI Prime Growth at a Fair Price Asset Allocation smallcase
Rather than staying invested in equities at all times, the HNI Prime Growth at a Fair Price moves between asset classes depending on how equity markets are behaving.
How Kirloskar Oil Engines Went From Boring to Upper Circuit
KOEL (Kirloskar Oil Engines Limited) posts record ₹5,604 crore in FY26 sales, wins 192 MW hyperscale data centre order, and launches defence subsidiary Kirloskar Advanced Systems.
The Fevicol Company Just Had a Quietly Excellent Year, Here’s Why
Fevicol's maker just posted double-digit volume growth and higher margins, in a business decades past its "growth stock" phase, backed by a Tanzanian joint venture, a quiet stake swap, and a startup eyeing an IPO.
Why APL Apollo’s Growth Doesn’t Cost It a Rupee
How APL Apollo Tubes turned a single plant and a commodity product into a 55% market share, a negative working capital cycle, and a brand that now shows up in IPL broadcasts.
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