Research archive
Reports and sector notes
Every research report issued to subscribers is archived here with its date, rating, horizon and disclosures.
12 Sep 2026
Optical fibre demand cycle — the USD 1.1 bn contract and what it implies for capacity utilisation
Members
05 Sep 2026
Data-centre capex in India: who captures the GPU-cloud spend
Members
28 Aug 2026
QSR turnaround tracker — same-store sales inflection
Members
14 Aug 2026
Sector rotation review — where relative strength turned in August
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What every report contains
- Rating (Buy / Accumulate / Hold / Reduce / Sell), entry zone, target price, stop-loss and time horizon.
- Thesis, key assumptions, valuation method and the specific events that would invalidate the view.
- Analyst certification and disclosures under Regulation 19: financial interest, holdings, compensation, and conflicts, if any.
- Rating history and price chart for the last 12 months.
- The standard SEBI disclaimer and the date and time of publication.