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

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.

Dissecting the business model, sector dynamics, risks, and management signals behind a slow-growth but high-margin rating franchise. CARE Ratings: A Tollbooth on India’s Credit Market with a Scarred Track Record CARE Ratings makes most of its money by charging companies, banks, and bond issuers fees to rate their debt and then charging smaller annual fees to keep those ratings updated. Almost all revenue comes from this ratings work in India, so the business is asset‑light w

Think of Dynacons like a General Contractor for building a house, but instead of houses, they build IT infrastructure (servers, data centres, cloud systems) for big companies.