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Bengaluru
266 posts
Why Centum Electronics’ Rs 1,800cr backlog matters more than its Q1 profit jump
Centum Electronics has increased its standalone order book 31% to about ₹1,800 crore, while exiting loss-making overseas operations and concentrating capital on Indian defence, aerospace, semiconductor-equipment and industrial electronics.
Black Box (NSE: BBOX) has Rs 8,986cr backlog, but Q1 math makes profit the harder FY27 target
Black Box Limited has an 83% larger order backlog and expects data centres to reach about 30% of FY27 revenue. Yet its ₹300 crore to ₹325 crore profit target requires a much steeper earnings acceleration over the remaining nine months than the revenue guidance initially suggests.
Exide Industries puts another Rs 200cr into lithium arm as Rs 5,102cr bet nears commercial test
Exide Industries has invested another ₹200 crore in Exide Energy Solutions, taking cumulative equity support to ₹5,102.23 crore. With Bengaluru cell production moving through customer validation and management targeting FY27 revenue, the lithium strategy is approaching its most important commercial test.
Hindustan Aeronautics Q1 revenue rises 14%, but the Rs 2.55 lakh crore order book makes Tejas execution the real test
Hindustan Aeronautics Limited beat Q1 FY27 expectations with 14% revenue growth and ₹1,590 crore profit. With its order book equal to 7.7 times FY26 revenue and Tejas Mk1A deliveries approaching, production execution now matters more than winning additional orders.
VA Tech Wabag Q1 profit rises 37% as Rs 19,400cr order book pushes execution into focus
VA Tech Wabag Limited entered FY27 with record order visibility, 21% revenue growth and a 37% profit increase. With 66% of its ₹19,400 crore backlog still tied to EPC work, converting projects into revenue and cash is now the bigger test.
Yulu targets 200,000-vehicle fleet after $93m financing as IPO revenue gap comes into focus
Yulu has raised $93 million to expand from 50,000 to 200,000 electric two-wheelers and enter more Indian cities. The funding strengthens its last-mile delivery platform, but management’s ₹1,200 crore to ₹1,500 crore revenue ambition means the business must scale far beyond simply adding vehicles.
Lantern Pharma just separated its AI platform, but will Open Medicine AI unlock real shareholder value?
Lantern Pharma has established Open Medicine AI as a separate company to commercialize and expand its multi-agent AI co-scientist platform, moving a previously planned separation into an active corporate structure. The decision could give the artificial intelligence business greater strategic focus and access to specialized funding, but ownership, intellectual property, customer revenue and future listing arrangements will determine whether the move creates measurable value for Lantern Pharma shareholders.
From Tirupati to Bengaluru: What Radisson’s latest expansion reveals about India travel
Radisson Hotel Group’s latest India expansion combines temple towns, Bengaluru business districts, wildlife destinations and resorts, reinforcing its asset-light growth strategy while raising the harder question of how quickly signed properties can become operating hotels.
Why Lancaster University’s Bengaluru campus plan could become much more than an education project
Lancaster University’s Bengaluru campus plan is advancing, but final approval, launch timing and KWIN City execution will determine its strategic impact.
Marvell Technology (NASDAQ: MRVL) doubles down on India with $250m AI investment
Marvell’s $250 million India expansion targets AI chip engineering growth as $MRVL falls 41% in one month and talent competition intensifies.