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Quarterly Equity Market Update: December 2025
Quarterly Equity Market Update: December 2025 Quarterly Equity Market Update Executive Summary As we enter the final month of 2025, Indian equity markets are navigating a complex phase of “growth vs. valuation.” While the domestic economy delivered a stunning 8.2% GDP growth in Q2 FY26, surpassing all estimates, equity benchmarks have faced selling pressure in November and early December. The Nifty 50, after reclaiming record highs in November, has recently corrected, weighe

Ankur Kapur
3 min read


Websol Energy System: Manufacturer of high-quality solar cells and modules.
Websol Energy System makes almost all its money by manufacturing and selling solar photovoltaic (PV) cells and modules, with revenue currently concentrated in India and driven by a sharp scale‑up in mono‑PERC cell and module volumes at attractive margins.

Ankur Kapur
4 min read


Premier Energies: leading integrated solar PV manufacturer in India
Premier Energies: leading integrated solar PV manufacturer in India
Premier Energies makes money primarily by manufacturing and selling solar PV cells and modules, with India as the core market and a growing export franchise, and is gradually adding upstream (ingots/wafers) and adjacent products (storage, inverters, EPC) to deepen integration.

Ankur Kapur
4 min read
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