Research Reports
Fund-grade sector research on every listed name — forensically screened, objectively graded, written to be read.
India Power & T&D — sector deep-dive
India's ₹25.7L cr power + transmission super-cycle through 2030 is structural — underwritten by peak-demand…
India's ₹25.7L cr power + transmission super-cycle through 2030 is structural — underwritten by peak-demand…
India's defence budget has crossed ₹6.81L cr in FY26 (FY27 BE ₹7.85L cr, +16%) with ₹1.86L cr capital outlay…
India ESDM market ₹3.1L cr (~$37bn) is tracking toward ₹7-8L cr by 2030, underpinned by a ₹1.91L cr PLI outlay…
India's 500 GW renewable target by 2030 (currently ~230 GW installed) is the most capital-intensive build-out in…
India is the world's pharmacy — $31bn FY26 exports, 20% of global generic volumes — and the generics cash cow is…
Indian Railways' ₹2.65 lakh-cr FY27 capex budget — the largest ever — is being deployed across three…
India's auto industry posted an all-time record 2.83 crore vehicles in FY26 (+10.4%), driven by premiumisation —…
India's private capex supercycle is finally turning after a 3-year lull — CMIE new-project announcements hit ₹34L…
India's ~$35bn specialty chemicals market is recovering from a two-year FY24-25 downcycle driven by China dumping…
$284bn industry at a cyclical trough — FY26 USD growth ~3.5% (sharpest since COVID).
India steel demand hit 164 MT in FY26 (+7.8% YoY) and is on track for 210 MT by FY30 as ₹11.2L cr of government…
India's ₹220bn FMCG market is bifurcating: the top 15% of earners are driving premiumisation (Zudio, Kalyan, Royal…
Indian banking enters FY27 with the strongest balance sheets in two decades — system GNPA at record-low 2.6%, NIMs…
India's premium housing upcycle is structurally intact — ₹1 cr+ units growing 25-30% YoY while affordable housing…
India's gas-transition mandate is structurally underwritten: PNGRB projects demand rising from ~172 mmscmd in FY26…
India telecom has consolidated to a structural 3-player market (Airtel, Jio, Vi) with ARPU repair firmly underway…
India's consumer durables and electricals sector is at the intersection of two durable structural tailwinds — a…
India cement crossed ~490 MT in FY26 (+9% YoY) — its largest demand year on record — while the sector's most…
India's ₹2.3L cr ($28bn) M&E industry is mid-reset — linear TV advertising is in secular decline (media FII…
India's ~$370bn agri market hosts three structurally distinct profit pools.
India's healthcare delivery market — ₹6.3L cr in FY24, compounding 11–12% toward ₹9.4–9.8L cr by FY28 — sits on a…
India's auto-ancillary universe tripled to ~₹5 lakh crore over the decade — an 11% revenue CAGR against 5-6%…
India retail is a $1.09 trillion market compounding toward ~$2.4 trillion by 2030, and the entire investment story…
India's logistics build-out is a policy-engineered compression of the cost of distance: from ~13–14% of GDP a…
India hospitality is a supply-starved up-cycle: branded-room demand compounding 10.4% against 7.7% supply — just…
Indian textiles enters FY27 with three independent tailwinds converging: the UK FTA goes duty-free on July 15,…
The sector is running two clocks.
Paper & packaging is two sectors wearing one label.
The paradox of Indian infrastructure in 2026: the largest capex budget in history (₹12.2 lakh crore, +11.5%) sits…
India's aviation thesis is a supply problem wearing a demand costume.
Single-stock fund-grade reports — coming soon.
Every name screened on 3-yr cash conversion, pledge, auditor flags, receivables.
Data classifications from published financials — not opinions, not tips.
Bull / base / bear with probabilities and the swing variables that decide them.
Re-built on fresh filings and institutional-flow data each quarter.
Educational research, not investment advice. VestAI is not a SEBI-registered Research Analyst; reports contain no buy/sell recommendations, price targets or model portfolios. Consult a SEBI-registered adviser before acting. AI tools are used in preparing VestAI research.