SumanSpeaks: The Information Super Highway

Performance of a Few of My Favourite Scrips... ~By Sumon Mukhopadhyay ---------------- Scrip Name Intraday High Price Theme MTNL ₹33.40 ₹33.08 Telecom PSU Rajesh Exp ₹181.00 ₹179.98 Gold Value SEPC Ltd ₹9.67 ₹9.45 Infra Revival SW Solar ₹200.90 ₹199.99 Clean Energy Quadrant ₹307.05 ₹303.10 Railway Capex Mahanagar Telephone Nigam Ltd (MTNL):  Revival hopes for this government tel...

Union Budget 2026–27 & Wind Energy: Steady Breeze, No Storm By Sumon Mukhopadhyay The Union Budget 2026–27 continues India’s ambitious clean energy journey. However, for the wind power sector, the tone was one of steady policy continuity rather than a whirlwind of new announcements. While solar energy and green hydrogen hogged the limelight, wind energy found its support in the "fine print" of infrastructure spending, grid development, and manufacturing incentives. The Macro View: A Shift Toward Execution The government has raised the total capital expenditure to a record ₹12.2 lakh crore , signaling that the focus has shifted from mere capacity addition to building a resilient energy ecosystem. The Ministry of New and Renewable Energy (MNRE) saw its allocation jump by 30% to ₹32,914 crore , but the lion’s share is earmarked for solar schemes like PM Surya Ghar . ...

Indowind Energy Ltd: Post-Budget Fundamental Report. ~Sumon Mukhopadhyay Operational Turnaround Indowind Energy Ltd (Rs.10.80) is transitioning from a debt-heavy micro-cap into a lean, Renewable Independent Power Producer (IPP) . The latest Q3 and 9MFY26 results indicate that the "recovery phase" is now shifting toward a "growth phase." Key Financial Metric 9MFY26 Performance YoY Growth Consolidated Revenue ₹35.49 Crore +21.6% EBITDA ₹16.98 Crore +29.4% Ne...

The Adani Gambit: Why JP Power Ventures is the Dark Horse in the Jaypee Acquisition. In the high-stakes theater of Indian infrastructure, the Adani Group’s move toward an unconditional bid for Jaiprakash Associates (JAL) is more than a debt resolution—it is a strategic consolidation of the energy value chain. While the spotlight remains on the parent company's exit from the "troubled asset" list, the real story for sophisticated investors lies in the collateral benefits for Jaiprakash Power Ventures Ltd (JP Power; Rs.15.15) . Strategic De-risking: The End of the 'Overhang' For years, JP Power has traded at a significant discount, weighed down by the financial instability of its parent. The potential Adani takeover acts as a "valuation unlock." By replacing a debt-laden promoter with the Adani Group—a conglomerate with an insatiable appetite for power assets and the deepest pockets in the sector—JP Power effectively sheds its l...

The Indo-US Interim Trade Pact: 18% Tariff Relief Vs Broader US Market Access – Is the Balance Truly Reciprocal? Analyzing Asymmetries in the New Indo-US Interim Trade Landscape from an Indian Perspective. ~SumanSpeaks Research Desk. ----------------------------------------------- Synopsis:  The recent framework for the Indo-US Interim Trade Agreement, announced via a joint statement on February 6–7, 2026, marks a significant de-escalation in bilateral trade tensions that had risen sharply with punitive US tariffs reaching up to 50% (including a 25% penalty tied to India’s Russian oil imports). From an Indian viewpoint, the deal delivers tangible relief by slashing US tariffs on key Indian exports to a reciprocal 18%, potentially unlocking better competitiveness for labor-intensive sectors like textiles, apparel, leather, footwear, gems, pharmaceuticals, and chemicals. This tariff overhang removal has already sparked positive market reactions, with expectations of boosted exp...

EPC Growth vs Grid Dominance — Two Paths to the Energy Boom. ~Sumon Mûkhöpadhuæy  -------------------------- Building on the broader energy landscape, let’s zoom into the markets. Following the Union Budget 2026 (presented on February 1), two stocks have stepped into the spotlight — each telling a very different growth story. One represents the high-octane expansion of solar EPC. The other forms the silent, indispensable backbone of India’s power transition. Here’s a focused look at Sterling and Wilson Renewable Energy (SWSOLAR) and Power Grid Corporation of India (POWERGRID) — decoded for SumanSpeaks readers. Sterling and Wilson Renewable Energy (SWSOLAR): The Narrative: A Turnaround That’s Gaining Serious Speed SWSOLAR is where execution meets opportunity. Rather than owning power assets, it builds them — large solar plants, fast, and at scale. After struggling in earlier years, the company is now riding directly on India’s solar push. 🔹 Order Book Acceleration: FY26 or...

The Great Trade Truce: What Does Donald Trump’s “Deal” Really Mean for India? By SumanSpeaks Research Desk. ------------- In the high-voltage theatre of global politics, sometimes a single phone call creates more drama than a Netflix finale. This week, a conversation between Prime Minister Narendra Modi and President Trump sent shockwaves through the international trade circuit — with Trump promptly announcing a grand “Trade Deal” on Truth Social. And oh, what a deal he painted. According to Donald Trump : India will stop buying Russian oil. India will buy a jaw-dropping $500 billion worth of US goods. US imports into India will become tax-free. Sounds like a blockbuster agreement. But as every seasoned market watcher knows — headlines shout, details whisper. Let’s decode what’s real, what’s diplomatic finesse, and what’s classic Trump-style fireworks. The Big Win: Tariffs Finally Come Down for “Made in India” Here’s the part that actually matters — and it’s genuinely g...

India–U.S. Trade Deal and Budget 2026: A Double Booster for Indian Equities. ~Sumon Mukhopadhyay. --------- Synopsis: The historic trade deal announced on February 3, 2026—slashing U.S. tariffs on Indian goods from 50% to 18%—combined with the strategic 2026 Union Budget, has created a rare "twin-catalyst" for the Indian stock market. While the Budget provides the domestic infrastructure and fiscal framework, the U.S. deal provides the global market access needed to scale. This analysis examines how individual stocks across textiles, jewelry, tech, and energy are now uniquely positioned to benefit from this synergy. ------------------------------------- Rajesh Exports Ltd (Rs.169.50):  As a major player in the gold and diamond value chain, the reduction in U.S. tariffs to 18% is a direct tailwind. Beyond the deal, the company gains significantly from the inventory valuation of its massive retail stores, as any appreciation in gold prices directly pads the book value of its ex...

India–U.S. Trade Deal 2026: Growth Catalyst or Geopolitical Tightrope? Synopsis: A landmark breakthrough on February 3, 2026, sees the U.S. slash tariffs on Indian exports from a punitive 50% down to 18%. While the deal promises a massive boost for Indian manufacturing and MSMEs, it comes with a high-stakes pivot: a commitment to phase out Russian oil and a $500 billion "Buy American" pledge. This article analyzes whether the economic relief justifies the strategic realignment. Introduction In a late-night diplomatic blitz followed by a surge in the Indian markets on February 3, Prime Minister Narendra Modi and U.S. President Donald Trump announced a landmark trade deal. Trump, announcing the deal via Truth Social "out of friendship and respect" for Modi, has effectively slashed the "tariff overhang" that had plagued Indian exporters throughout 2025. While the Sensex and Ni...

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Powering the Future: How the Indo-US Clean Energy Deal and Union Budget 2026–27 Position SW Solar Ltd  for Growth. ~Sumon Mûkhöpadhuæy  ------------------- The global transition to renewable energy has shifted from a long-term aspiration to an immediate industrial imperative. Governments are no longer merely signalling intent—they are committing capital, forging strategic alliances, and restructuring supply chains. For Sterling & Wilson Renewable Energy (SW Solar), this convergence of policy and capital creates a uniquely favourable environment. Between the Indo-US clean energy partnership and the ambitious fiscal roadmap outlined in India’s Union Budget 2026–27, SW Solar Ltd (Rs.292) finds itself positioned at the intersection of a rapidly expanding domestic solar market and a strengthening global clean-energy ecosystem. Union Budget 2026–27: A Domestic Windfall for Solar EPC Leaders The Union Budget 2026–27 leaves little ambiguity: solar energy sits at the c...

Railway Safety Gets a Historic Boost in Union Budget 2026–27. ~Sumon Mûkhöpadhuæy. --------------------------- The Union Budget 2026–27 has placed railway safety firmly at the centre of India’s infrastructure agenda , with a record allocation of approximately ₹1.20 lakh crore dedicated to safety-related works. This marks a decisive step toward modernising the national rail network and strengthening passenger security. While early reports indicated an outlay closer to ₹1 lakh crore, the confirmed figure reinforces the government’s intent to build a safer, more reliable railway ecosystem—one that prioritises prevention over reaction. Key Focus Areas of the Allocation KAVACH Deployment: Accelerated rollout of India’s indigenous anti-collision technology, which has already demonstrated a nearly 95% reduction in accidents in recent years. Companies such as Quadrant Future Tech Ltd. , which has recently secured sizeable KAVACH orders, are well positioned to benefit from this expansi...