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India’s plan to scale installed power capacity to 1,121 GW by FY36 is more than an energy headline. It is a long-duration infrastructure story with implications across generation, transmission, electrical equipment, cables, transformers, and selective fund positioning.

India’s economic outlook has received a fresh vote of confidence. S&P Global has raised its GDP growth forecast for FY27 to 7.1%, up from its earlier estimate of 6.7%, indicating stronger confidence in the country’s resilience despite continued global uncertainty. The report suggests that while growth may moderate from 7.6% in fiscal 2026 to 7.1% […]

Listen Read: Ever ignored a dusty corner in your home during Diwali cleaning, only to find it hiding something valuable? That’s what we’ve done with India’s defence sector. For years, we saw it as slow, government-heavy, and full of red tape. But while we were looking elsewhere, something big was brewing. India’s defence exports rose […]
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