Insider tip The best companies require little capital to grow. Use capital intensity ratios to find these companies. • Capex / Sales < 5% • Capex / Operating Cash Flow < 15% $FICO is a great example.

Craftaman Automation : 1. Capex done 2. ⁠cycle turning 3. ⁠P/E optically high because of increased depreciation and interest cost. 4. ⁠company has diversified into aluminium products from being a standalone power train player. 5. ⁠technical breakout done after making a base

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Jubilant Ingrevia Capex timelines , Jan will be big month for them

Via Brookfield 2026 Outlook: Data center demand is skyrocketing. Expecting 17% CAGR to 2050! Tech giants are ramping capex to ~$1 trillion/year by 2030. Current AI chips need ~10x more power than normal servers. $BN is the solution for these “any-and-all” power needs.

While the industry was busy chasing EV purity points, Toyota Motor Corporation quietly did something radical: they listened to customers. Everyone else went all-in on fully electric — massive capex, fragile supply chains, range anxiety, sticker shock, and infrastructure that…

Hindustan Copper is a sleeping giant that has just found its morning coffee. For years, it operated at a steady pace, but with the new ₹2,000 crore capex "caffeine hit" and the Codelco partnership "personal trainer," it is now sprinting toward a 12.2 MTPA finish line to

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🏗️ India’s Capex Engine – Recent Order Book Wins Across Sectors ⚡️ ▪️ Astra Microwave Products ₹170 Cr – Defence radar equipment supply ➡️ High-tech defence electronics with repeat order potential ▪️ Larsen & Toubro (L&T) ₹10,000+ Cr – Metro electrification, power & EPC

The AI CapEx bubble makes the Dot-Com era look rational. Even IBM’s CEO is now admitting what I’ve been yelling for months: The AI CapEx bubble is mathematically impossible. - A 1 GW data center costs ~$80 billion - The industry plans ~100 GW -> $8 trillion in CapEx - AI

Tracing the AI Bubble and Capex Spending? Here are all the data center components that are supposed to become obsolete once NVIDIA shifts to 800-volt DC.

4) EV Charging Infrastructure EV adoption can’t scale without charging infrastructure. However, this segment is capex heavy, and monetisation is still evolving. Top players: i) Servotech: strong growth, but valuations are rich ii) Exicom: loss-making

Hindustan Copper multi-year growth plans HCL is charting a 3.5x mine capacity expansion from ~3.5 MT to 12.2 MT by FY31, backed by execution, capex and partnerships. 🔹 ₹2,000 Cr capex over next 5–6 years 🔹 Restart of Rakha & Kendadih mines 🔹 Expansion across Malanjkhand,

AI Capex explained.

$AGMR.V: Silver Mountain is positioning for a brownfield restart at Reliquias in Peru with a 2,000 tpd plant and ~US$25M restart capex. With ~C$50M cash and no long-term debt, near-term funding risk looks reduced. At ~US$60/oz silver, implied NAV leverage is substantial vs the

India's RE CAPEX Tsunami Incoming: 4 Power Plays Ready to EXPLODE!⚡ ✅Bookmark it Polycab India Apar Industries Havells India CG Power India's renewable revolution flips to HYPER-EXECUTION mode. -Grid 2.0, gigawatt solar parks, offshore wind farms, green hydrogen hubs : -

My 6 predictions for 2026: 1- $GOOG is set to become the world’s most valuable company — the fully integrated and diversified hyperscaler, with massive CapEx on AI infrastructure, strategic stakes in SpaceX and Anthropic, TPUs ready to sell, and a potential Gemini deal with Apple

You think you've seen a lot of Capex spending? You ain't seen nothing yet: here are all the data center components that wil become obsolete once NVDA shifts to 800 volt DC

John Cockerill India Ltd (SmallCap Engineering) 1)Ace investor Ramesh Damani bought ₹13 Cr via bulk deal 2)Promoters partially offloaded ₹91Cr 3)₹80 Cr order from Tata Steel + contracts from Godawari Power 4)Strong industrial capex & tech play(Smartmoney+ order book catalyst)