INOXWIND.NSE

Inox Wind Ltd

Waaree Energies, Inox Wind and Premier Energies are three of the most important stocks in India’s green energy sector. FIIs have steadily raised stake in these three companies. The government’s push in these sector’s is shaping the outlook of FIIs in this sector of the future.

Inox Wind and Suzlon Energy are facing challenges despite investor interest in India's renewable sector. Both companies reported mixed quarterly results, leading brokerages to lower earnings estimates and target prices.

Inox Wind and Suzlon Energy are facing challenges despite investor interest in India's renewable sector. Both companies reported mixed quarterly results, leading brokerages to lower earnings estimates and target prices.

In this briefing: Praj Industries Ltd - Bio-Energy Headwinds Persist; Signs of Growth in Other Businesses Camlin Fine Sciences Ltd. - Blends Steady; Vanillin Poised for Realisation-Driven Growth Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Inox Wind Ltd - Q3 Miss on All Fronts Against Consensus VIP Industries Ltd - Near-Term Challenges Continue; Maintain HOLD 1. Praj Industries Ltd - Bio-Energy Headwinds Persist; Signs of Growth in Other Businesses Bio-energy Slowdown Continues: The company’s 1G Ethanol business continues to remain impacted by subdued demand and an extended execution cycle. However, management is witnessing good traction in brownfield projects focused on operational efficiency and value-added product additions. Margin Deteriorating: EBITDA margins declined during the quarter, primarily due to lower export revenue. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Praj Industries Ltd - Bio-Energy Headwinds Persist; Signs of Growth in Other Businesses Camlin Fine Sciences Ltd. - Blends Steady; Vanillin Poised for Realisation-Driven Growth Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Inox Wind Ltd - Q3 Miss on All Fronts Against Consensus VIP Industries Ltd - Near-Term Challenges Continue; Maintain HOLD 1. Praj Industries Ltd - Bio-Energy Headwinds Persist; Signs of Growth in Other Businesses Bio-energy Slowdown Continues: The company’s 1G Ethanol business continues to remain impacted by subdued demand and an extended execution cycle. However, management is witnessing good traction in brownfield projects focused on operational efficiency and value-added product additions. Margin Deteriorating: EBITDA margins declined during the quarter, primarily due to lower export revenue. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Camlin Fine Sciences Ltd. - Blends Steady; Vanillin Poised for Realisation-Driven Growth Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Inox Wind Ltd - Q3 Miss on All Fronts Against Consensus VIP Industries Ltd - Near-Term Challenges Continue; Maintain HOLD Hesai Group (HSAI US) - Structural Growth Story Remains Intact 1. Camlin Fine Sciences Ltd. - Blends Steady; Vanillin Poised for Realisation-Driven Growth Vanillin – Core Growth Driver: The Vanillin segment witnessed a 4% YoY revenue decline, as the management consciously curtailed dispatches (490 tonnes) in anticipation of a 25% reduction in US import duties. This strategic deferment is expected to enhance realisations by approximately $2–3/kg (to $14–14.5/kg) in subsequent quarters following the duty reduction. For Q4FY26, the company has guided for 600–700 tonnes of sales volume (300–350 tonnes from the US). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Camlin Fine Sciences Ltd. - Blends Steady; Vanillin Poised for Realisation-Driven Growth Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Inox Wind Ltd - Q3 Miss on All Fronts Against Consensus VIP Industries Ltd - Near-Term Challenges Continue; Maintain HOLD Hesai Group (HSAI US) - Structural Growth Story Remains Intact 1. Camlin Fine Sciences Ltd. - Blends Steady; Vanillin Poised for Realisation-Driven Growth Vanillin – Core Growth Driver: The Vanillin segment witnessed a 4% YoY revenue decline, as the management consciously curtailed dispatches (490 tonnes) in anticipation of a 25% reduction in US import duties. This strategic deferment is expected to enhance realisations by approximately $2–3/kg (to $14–14.5/kg) in subsequent quarters following the duty reduction. For Q4FY26, the company has guided for 600–700 tonnes of sales volume (300–350 tonnes from the US). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Inox Wind Ltd - Q3 Miss on All Fronts Against Consensus VIP Industries Ltd - Near-Term Challenges Continue; Maintain HOLD Exencial Industry Tiding Blue Jet Healthcare: What Went Wrong? 1. Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Strong Order book: As of Dec’25, the company has secured total business orders worth ~Rs 5,021 Cr over the last five years, along with cumulative replacement orders of Rs 730 Cr and Rs 4,291 Cr in new orders. This includes an order backlog of Rs 1,242 Cr in the Indian EV segment, including Bajaj. In Europe, Endurance has secured €244 Mn in orders as of Dec'25, representing the cumulative value over five years. Of this, €94 Mn (39%) pertains to EV applications, while €111 Mn (45%) is for Hybrid applications. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Inox Wind Ltd - Q3 Miss on All Fronts Against Consensus VIP Industries Ltd - Near-Term Challenges Continue; Maintain HOLD Exencial Industry Tiding Blue Jet Healthcare: What Went Wrong? 1. Endurance Technologies Ltd - Strong Order Wins & Strategic Capex; Margin Upside Largely Priced In Strong Order book: As of Dec’25, the company has secured total business orders worth ~Rs 5,021 Cr over the last five years, along with cumulative replacement orders of Rs 730 Cr and Rs 4,291 Cr in new orders. This includes an order backlog of Rs 1,242 Cr in the Indian EV segment, including Bajaj. In Europe, Endurance has secured €244 Mn in orders as of Dec'25, representing the cumulative value over five years. Of this, €94 Mn (39%) pertains to EV applications, while €111 Mn (45%) is for Hybrid applications. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.