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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 we are buying Spectrum Electrical Industries since 23/09/26?
Selection 05 Oct 2026 · 18 min read

Why we are buying Spectrum Electrical Industries since 23/09/26?

A family-run factory in Jalgaon, Maharashtra, makes the small precision parts that sit inside the circuit breakers sold by some of the world’s largest electrical companies. For thirty years almost nobody outside the industry noticed. In the last twelve months its sales grew 31%, its profit grew 75%, and its latest quarter grew 80%. HDFC Mutual Fund and four other institutions have put ₹325 crore into it. Its lenders have upgraded it twice in nine months.

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