STOVEKRAFT.NSE News

In this briefing: India's Surgical FDI Move: Getting the Factory, Not Just the Technology While Bollywood Cashes Out, Reliance Doubles Down on Cinema! Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 1. India's Surgical FDI Move: Getting the Factory, Not Just the Technology India's Union Cabinet amended Press Note 3 on 10 March 2026, allowing up to 10% non-controlling beneficial ownership from land-bordering countries under the automatic route for seven critical manufacturing sectors. Each of the seven sectors features Chinese global market share of 80-97%. India's installed polysilicon capacity is just 3.3 GW against 120 GW of module capacity. India cut Chinese work visas by 99% after 2020, banned the capital, then needed Chinese engineers to commission wafer lines. Now, need to see whether India gets IP or not? 2. While Bollywood Cashes Out, Reliance Doubles Down on Cinema! For the first time in its history, Reliance Industries devoted four dedicated slides in its FY26 analyst presentation to Jio Studios and the Dhurandhar franchise.

In this briefing: Primer: Park24 Co Ltd (4666 JP) - May 2026 While Bollywood Cashes Out, Reliance Doubles Down on Cinema! Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 1. Primer: Park24 Co Ltd (4666 JP) - May 2026 Park24 is the dominant leader in Japan's parking and car-sharing industries, leveraging its extensive network of "Times"branded parking lots and mobility vehicles to create a powerful transportation infrastructure. The company is experiencing a robust recovery driven by the normalization of economic activity and a rebound in domestic and inbound tourism, which is boosting demand for both its Parking and Mobility segments. Future growth is centered on the "FY2027 Medium-Term Management Plan,"which focuses on expanding the integrated "Times CAR"mobility service, enhancing user convenience through technology like camera systems and smartphone integration, and accelerating the development of its asset-light, short-term contract "localized Times PARKING"model.

In this briefing: While Bollywood Cashes Out, Reliance Doubles Down on Cinema! Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 Primer: Universal Cables (UVC IN) - May 2026 1. While Bollywood Cashes Out, Reliance Doubles Down on Cinema! For the first time in its history, Reliance Industries devoted four dedicated slides in its FY26 analyst presentation to Jio Studios and the Dhurandhar franchise. Peers like Dharma, Excel, and Maddock are selling equity stakes to outside investors; Jio Studios is the only major production house moving in the opposite direction, acquiring rather than diluting. The four-slide nod from RIL management is far more than a vanity metric: it marks Jio Studios' formal emergence as a strategic pillar of India's most complex consumer empire. 2. Primer: Stove Kraft (STOVEKRA IN) - May 2026 Stove Kraft is a prominent player in the Indian kitchen appliances market, leveraging a multi-brand strategy with 'Pigeon' (value), 'Gilma' (semi-premium), and an exclusive partnership with 'BLACK + DECKER' (premium) to cater to a wide range of consumers.

In this briefing: While Bollywood Cashes Out, Reliance Doubles Down on Cinema! Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 Primer: Universal Cables (UVC IN) - May 2026 1. While Bollywood Cashes Out, Reliance Doubles Down on Cinema! For the first time in its history, Reliance Industries devoted four dedicated slides in its FY26 analyst presentation to Jio Studios and the Dhurandhar franchise. Peers like Dharma, Excel, and Maddock are selling equity stakes to outside investors; Jio Studios is the only major production house moving in the opposite direction, acquiring rather than diluting. The four-slide nod from RIL management is far more than a vanity metric: it marks Jio Studios' formal emergence as a strategic pillar of India's most complex consumer empire. 2. Primer: Stove Kraft (STOVEKRA IN) - May 2026 Stove Kraft is a prominent player in the Indian kitchen appliances market, leveraging a multi-brand strategy with 'Pigeon' (value), 'Gilma' (semi-premium), and an exclusive partnership with 'BLACK + DECKER' (premium) to cater to a wide range of consumers.

In this briefing: JAKK: 1Q Review: Set for A Solid 2026; Reiterate Buy, $30 PT Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Dave & Buster'S Entertainment, Inc (PLAY US) - May 2026 Taseco Air Services (AST VN): Solid Q1FY26, 8.3x PE Travel Retail Monopoly 1. JAKK: 1Q Review: Set for A Solid 2026; Reiterate Buy, $30 PT We are reiterating our Buy rating and $30 price target for JAKKS Pacific, and raising our projections after the company reported slightly better than consensus 1Q26 on virtually all levels, handily beating our somewhat “doomsday” driven projections, as international remained very strong, while highly difficult domestic comparisons resulted in a 16% drop in North American revenue. That said, we believe there are key signs the United States business is poised to normalize going forward in 2026, which should drive further upside at JAKKS. When combined with double-digit international expansion and a continued focus on cost containment, we look for JAKKS Pacific to begin to rebound in 2026 and, with the launch of anime/manga in 2027 and the return of key movie sequels, to reach further heights longer term. 2.

In this briefing: Capgemini (CAP FP): Emerging as a Potential Winner of the AI Wave Chesnara PLC - Hardman & Co Monthly: May 2026 Pricing the Strait: Positioning for a Potential Post-Conflict Market Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 1. Capgemini (CAP FP): Emerging as a Potential Winner of the AI Wave Capgemini delivered solid Q1 growth and outperformed peers, driven by disciplined execution and a focus on turning AI into tangible business value, which is helping win larger, strategic transformation deals. Capgemini is positioned to benefit from the AI wave, as demand shifts towards large-scale AI deployments; partnerships with major AI providers make it a key player in the evolving ecosystem. Capgemini sees AI-driven business transformation as an opportunity for margin expansion, as delivering visible and measurable value should support higher profitability, even as clients expect greater efficiency at stable pricing. 2. Chesnara PLC - Hardman & Co Monthly: May 2026 Feature article: Unemployment – the spectre returns?

In this briefing: Chesnara PLC - Hardman & Co Monthly: May 2026 Pricing the Strait: Positioning for a Potential Post-Conflict Market Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 1. Chesnara PLC - Hardman & Co Monthly: May 2026 Feature article: Unemployment – the spectre returns? By Keith Hiscock, Chief Executive of Hardman & Co The rate of unemployment in the UK seemed to disappear from the headlines for many years. However, it looks to have crept up the news agenda again in recent months. 2. Pricing the Strait: Positioning for a Potential Post-Conflict Market Supply shocks from the Strait closure sharply raised fuel costs, disproportionately hurting unhedged U.S. airlines and driving a steep decline in JETS. XLP fell despite its defensive nature, as rising input costs compressed margins and investors rotated out of staples to fund energy exposure. XLB declined on supply chain disruptions and recession fears, but easing input costs and improving growth expectations position it for a strong, leverage-driven recovery. 3.

In this briefing: Pricing the Strait: Positioning for a Potential Post-Conflict Market Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 Primer: Universal Cables (UVC IN) - May 2026 1. Pricing the Strait: Positioning for a Potential Post-Conflict Market Supply shocks from the Strait closure sharply raised fuel costs, disproportionately hurting unhedged U.S. airlines and driving a steep decline in JETS. XLP fell despite its defensive nature, as rising input costs compressed margins and investors rotated out of staples to fund energy exposure. XLB declined on supply chain disruptions and recession fears, but easing input costs and improving growth expectations position it for a strong, leverage-driven recovery. 2. Primer: Stove Kraft (STOVEKRA IN) - May 2026 Stove Kraft is a prominent player in the Indian kitchen appliances market, leveraging a multi-brand strategy with 'Pigeon' (value), 'Gilma' (semi-premium), and an exclusive partnership with 'BLACK + DECKER' (premium) to cater to a wide range of consumers.

In this briefing: Primer: Stove Kraft (STOVEKRA IN) - May 2026 Primer: Dish TV India (DITV IN) - May 2026 Primer: Ramco Cements (TRCL IN) - May 2026 Primer: Universal Cables (UVC IN) - May 2026 Primer: Ddev Plastiks Industries (DDEVPLAS IN) - May 2026 1. Primer: Stove Kraft (STOVEKRA IN) - May 2026 Stove Kraft is a prominent player in the Indian kitchen appliances market, leveraging a multi-brand strategy with 'Pigeon' (value), 'Gilma' (semi-premium), and an exclusive partnership with 'BLACK + DECKER' (premium) to cater to a wide range of consumers. The company is poised to benefit from strong industry tailwinds, including rising disposable incomes, rapid urbanization, and a growing preference for modern, convenient kitchen solutions in India. The Indian kitchen appliances market is expected to grow at a CAGR of 7.32% to reach USD 12.5 Billion by 2034. An aggressive retail expansion, aiming for 500 exclusive stores by 2027, and a focus on backward integration to protect margins are key strategic pillars.