M&M became India’s No. 2 carmaker by volume in FY26 (overtaking Hyundai India), holds ~25.3% SUV revenue share and ~43.6% tractor share, and its EV business turned operating-profitable.

Narayana Hrudayalaya is India's most efficient large hospital chain, built on a founder-driven, industrialised care delivery model that generates strong cash flows from the India and Cayman businesses.

HDFC AMC is India's highest-quality listed proxy on the structural financialisaton of Indian household savings.

Cemindia Projects Limited (formerly ITD Cementation India, NSE: CEMPRO, BSE: 509496) is a 95-year-old heavy civil and EPC infrastructure contractor.

BEL delivered on its FY26 guidance precisely: revenue grew 16.2% to ₹27,480 crores, PAT rose 14.4% to ₹6,048 crores, and the order book closed at ₹73,882 crores — equivalent to 2.7 times annual revenues.

Just days into this open conflict—marked by Iranian missile retaliations and reports of the death of Supreme Leader Ali Khamenei—investors are navigating a landscape of surging oil prices, gold rallies, and highly volatile equities.

The Indian markets kicked off 2026 with a sharp but short-lived correction — Nifty 50 fell roughly 3% from its all-time highs in January, rattled by profit-booking and pre-budget jitters. But beneath the surface, the story remains encouraging. Domestic investor flows held steady, SIP contributions hit record highs, and the RBI signalled a more growth-friendly stance with a rate cut and significant liquidity support. For investors, the takeaway is clear: this isn't a crisis —

If you've been tracking the markets as closely as most advisors do, 2025 stands out as something far more significant than just another profitable year on Dalal Street. It was the year that fundamentally rewrote the rules of India's equity market—the year when the baton passed from foreign to domestic hands.