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India Renewable Energy • Turnaround Watch India’s Solar Gold Rush — Can Indowind Energy Ltd (Rs.9.49) Finally Rise from the Ashes? Beyond the ESG PowerPoint files: A hard data audit of a micro-cap wind legacy operator attempting a high-stakes pivot into hybrid asset engineering. The Indian renewable energy sector is no longer a sleepy ESG PowerPoint presentation served with hotel coffee and government slogans. It has turned into a high-stakes battlefield of aggressive capital, intense speculation, policy shifts, and corporate survival. Everywhere you look, the market landscape is flooded with massive declarations: gigantic solar parks, green hydrogen blueprints, hybrid renewable corridors, and billion-dollar clean-energy pledges. Amid this titanic macro transition, a tiny, legacy player has suddenly crawled back into market discussions: Indowind Energy Ltd. For years, Indowind was treated ...
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SumanSpeaks Sumon Mukhopadhyay  |  Capital Markets Intelligence Mumbai  |  June 5, 2026 Equity Intelligence · Regulatory Watch SEBI’s ₹15-Lakh-Crore ‘Scam’: Fool’s Gold or Regulatory Theatre? When the watchdog barks louder than it bites — a forensic dissection of what SEBI actually found, what it couldn’t prove, and what it was happily not noticing for five straight years. The Securities and Exchange Board of India, never one to understate a moment, has served Indian capital markets with what may be the most theatrically alarming regulatory document since the exchange was invented: an interim ex-parte order alleging a ₹15.15 lakh crore revenue discrepancy at Rajesh Exports Ltd (Rs.98.73)b — spread across five financial years (FY21 to FY25) — and naming its Chairman, Rajesh Mehta , as the architect of financial misrepresentation on a scale that would make most sovereign nation-states blush. Television studios dutifully hyperventilated. Dalal S...
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DEEP DIVE ANALYSIS • NSE: NEWGEN • FY26 RESULTS Newgen Software Technologies Ltd: From ₹1,336 TO ₹493 — Valuation Reset or the Next Enterprise AI Compounder?  What the Q4 FY26 Numbers Actually Reveal Beneath the Midcap IT Bloodbath By SUMAN MUKHOPADHYAY | SumanSpeaks Independent Research • June 02, 2026 Newgen Software Technologies Ltd (Rs. 493)   was last trading at a pproximately ₹493 — down nearly 63% from its 52-week high near ₹1,336. In most cases, such a collapse signals severe business deterioration. But Newgen’s FY26 financials tell a far more complicated story. The company remains debt-light, highly profitable, cash-generative, and structurally positioned in one of the most important enterprise themes globally: AI-enabled workflow orchestration. Yet the stock has suffered one of the sharpest valuation compressions in the Indian en...
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
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