4 articles tagged Manufacturing.
Turbine blades, aerospace forgings and defence components are not sold on price. A framework for reading India's precision manufacturing companies — Azad Engineering, MTAR, Bharat Forge, Sansera, Paras Defence and peers — where the real asset is an approval, not a machine.
Some good Indian businesses earn most of their year in one quarter. A framework for reading seasonal companies like Ingersoll Rand India, Cummins, Blue Star, Coromandel and Titan without mistaking the calendar for the trend.
India's paper packaging market is a $14.5bn business growing at 6% a year, yet the companies converting the paper barely keep the profit. A side by side comparison of TCPL Packaging, EPL, AGI Greenpac, Uflex, Mold-Tek and Huhtamaki on FY26 numbers.
Global supply chains are diversifying away from a single country, and India has put ₹1.97 lakh crore behind 14 sectors to catch that shift. Here's what China +1 and the PLI scheme really are, which listed companies sit in the path, and what a manufacturing mutual fund does and does not give you.
