Blogs

Urban Company – Change in Stance Post Q3FY26 Rs 125 When Urban Company was discussed and invested in, a few days after its listing, the core thesis was simple: A large, under-penetrated home services market,

Kirloskar Pneumatic Rs 1070 Kirloskar Pneumatic (KPCL) manufactures Refrigeration & AC compressors (~40% revenue contribution), CNG & Gas compressors (30–35%), Air Compressors (~20%). Main user industries are petrochem, O&G, fertilizers, chemicals, food, pharma, cold chains,

Vedanta Ltd Rs 680 What is working for Vedanta Vedanta is India’s largest aluminium producer, and aluminium is the backbone of the group, contributing over 40% of consolidated EBITDA. The company enjoys strong cost advantages

John Cockerill Rs 5350 Let’s start with the obvious: this is not a comfort-zone stock on near-term numbers. Revenues have collapsed over the last 18 months, profitability has only just turned positive, and the valuation

Senores Pharmaceuticals Rs 830 Senores Pharmaceuticals is an emerging, US-focused specialty pharma and CDMO platform that stands apart from typical Indian generic exporters. While the stock is not inexpensive at current valuations, it offers a

Ahluwalia Contracts (ACIL) Rs 1000 – A Clean, Steady Compounder Luxury residential real estate is booming. Apartments priced from Rs 10 cr to Rs 100 cr are selling out within days of launch. Somebody has

True Colors Rs 225 – Painting a High-Growth Story in Digital Textile Printing True Colors (TC) is emerging as an interesting play in the fast-growing world of digital textile printing. With a vertically integrated model

LG Electronics Rs 1650 LG Electronics India (LG India) recently hit the markets with INR 11,607 crore offer-for-sale (OFS) at ₹1,140 per share. The issue was lapped up, listing at around ₹1,650 and has held

Intellect Design Arena (IDA) — India’s AI Play in Fintech Rs 980 SNAPSHOT Founder and MD: Arun Jain, also founder of Polaris which he exited to establish IDA Core Platforms: eMACH.ai (open finance stack) and

EIH Oberoi Hotels & Resorts Rs 370 If you look at India’s luxury hotel space, EIH (the Oberoi group) stands out. They own and manage some of the country’s most premium properties — think Wildflower

Lemon Tree Hotels Rs 165 Lemon Tree (LT) has built itself into India’s largest mid-market hotel chain with 111 hotels and 10,269 rooms as of March 2025. What began as an “own-and-operate” model has steadily