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Selection 20 Sep 2026 · 19 min read

Why we added this company in Pharma + AI Data Centre sector on our watchlist

EMPIRICA INDIA | SELECTION · Watchlist addition · 18 September 2026

Why we added this company in Pharma + AI Data Centre sector on our watchlist

SHORT VERSION A maker of equipments for pharma factories, sales grew 43% in Q1FY27, has quietly become one of the fastest-growing engineering companies in India and has just announced it is entering the business of…

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Why GMM Pfaudler Is On Our Watchlist
Selection 26 Sep 2026 · 24 min read

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The largest maker of corrosion-proof process equipment in the world spent three years going nowhere. Sales stopped growing. Reported profit fell by more than three quarters. The share price halved. Underneath all of that, the company was quietly generating more spare cash every single year ₹367 crore last year against ₹52 crore of reported profit. Its order book has just reached an all-time high, and the share price has broken out to a new high.

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