https://rasacapital.in/Independent equity research and financial education from India.en-inhttps://rasacapital.in/stock/SKIPPER/https://rasacapital.in/stock/SKIPPER/#2026-10-23-34Fri, 23 Oct 2026 12:30:00 GMTWhat the business does: One of India's largest makers of steel towers for power transmission lines. It also builds transmission lines on contract (EPC), makes telecom towers, and has a smaller plastic pipes business. About 72% of revenue comes from engineering products, 19% from infrastructure projects and 9% from pipes. What caught my attention (with a number): The order book is a record ₹9,200 crore (June 2026), almost two years of work, with a ₹35,000 crore bidding pipeline. FY26 revenue grehttps://rasacapital.in/weekly/1/https://rasacapital.in/weekly/1/#2026-10-19-54Mon, 19 Oct 2026 12:30:00 GMTNIFTY 50 fell for a second day on Wednesday to 22,811, while midcaps fell 1.6% and smallcaps 2.4%. High crude prices and foreign selling are still weighing on Indian shares. · Jio Platforms opened a record ₹30,213 crore IPO at ₹1,065 to ₹1,119 a share. Big institutions bid heavily on day one; small investors were slower. · HDFC Bank's profit rose 5.2% to ₹19,610 crore, below what analysts expected, but its bad loans fell further, to 1.11% of loans.https://rasacapital.in/stock/ANAWIL/https://rasacapital.in/stock/ANAWIL/#2026-10-15-45Thu, 15 Oct 2026 12:30:00 GMTWhat the business does: Anawil makes tall steel towers, up to 140 metres, that hold up wind turbines. It sells them to wind turbine makers and renewable energy companies. It has two plants, in Koppal (Karnataka) and Kutch (Gujarat), that can make 612 towers a year. It listed on the NSE SME platform in August 2026. What caught my attention: Revenue in FY26 was ₹143.6 crore, up 81% from ₹79.4 crore a year earlier. Profit tripled, from ₹12.3 crore to ₹36.6 crore. The IPO at ₹270 was subscribed 104 https://rasacapital.in/stock/KERNEX/https://rasacapital.in/stock/KERNEX/#2026-10-15-45Thu, 15 Oct 2026 12:30:00 GMTWhat the business does: Kernex makes railway safety systems, mainly Kavach, India's home-grown automatic train protection system. If a loco pilot passes a red signal or goes over the speed limit, Kavach applies the brakes on its own. Its main customer is Indian Railways. What caught my attention: In April–June 2026, revenue was ₹503.6 crore, against ₹59.9 crore a year earlier. Net profit was ₹109.9 crore, against ₹7.4 crore. Most of this comes from one order: ₹2,466 crore from Chittaranjan Locomhttps://rasacapital.in/stock/63MOONS/https://rasacapital.in/stock/63MOONS/#2026-10-14-40Wed, 14 Oct 2026 12:30:00 GMT63 Moons, earlier Financial Technologies, built ODIN, the trading software many Indian brokers use. The stock jumped about 9% today to ₹902, close to its 52-week high of ₹958, almost double its low of ₹467. But trailing earnings are negative (EPS around −₹14), so the P/E ratio doesn't work here yet. Next I want to check which parts of the business actually make money, and how much of the company's value depends on its cash and legal history from the 2013 NSEL crisis.