Research

Privi Speciality Chemicals Review

Privi Speciality Chemicals manufactures and exports aroma and fragrance chemicals for global fragrance houses and FMCG companies. The report’s valuation implies a Buy, with a target price of INR 4,288 and potential upside of 26.6% from the stated current market price. Growth drivers include capacity expansion, higher-value products and backward integration, while execution, input costs and working capital remain key risks.

Premium company note

Premium company note

Vivid Electromech Ltd

Vivid Electromech Ltd makes custom-engineered low- and medium-voltage electrical panels and automation systems for data centres, infrastructure and industrial customers. Minerva Capital Research Solutions sets a target price of INR 1696/- and cites the company’s shift towards data-centre projects, order book and planned capacity expansion. The report does not state an explicit Buy, Hold or other stock rating.

Indian IT Sector : Q4FY26, AI Transformation?

Minerva Capital Research Solutions’ Indian IT sector note examines how AI is changing services revenue, deal pricing and staffing. Its central message is that AI adoption is moving into production, but customers are negotiating productivity gains into lower renewal prices. The sector’s opportunity therefore depends on firms turning AI capabilities into defensible platforms and new revenue, while managing pressure on legacy work.