Azad Engineering Rs 1700 Azad Engineering has built a differentiated niche in supplying life-critical rotating components to global aerospace engine manufacturers such as Rolls-Royce, Safran, Pratt & Whitney and energy majors like Mitsubishi Heavy, GE …
Azad Engineering: High Quality Franchise, Full Valuation Read More »
AEQUS LTD Rs 145 – Aerospace Compounder with Consumer Segment Uncertainty India’s aerospace manufacturing ecosystem is entering a structural upcycle. Global OEMs like Airbus and Boeing are meaningfully increasing sourcing from India as supply chains …
Aequs Ltd – Aerospace Compounder with Consumer Segment Uncertainty Read More »
Saregama Rs 330: The Music May Turn Sweet Again Saregama is India’s second-largest listed music IP owner, with an estimated ~20% share of the organised music catalogue market. The business owns a deep and long-life …
SJS Enterprises Rs 1650 What it does SJS makes premium aesthetic components for vehicles — dials, overlays, logos, chrome-plated parts, IMD/IML panels, cover glass, etc. These are design-critical, high-precision parts that OEMs don’t switch easily …
SJS Enterprises – Premium Auto Aesthetics Compounder Read More »
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, …
Urban Company – Change in Stance post Q3FY26 numbers Read More »
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, …
Kirloskar Pneumatic – Outlook update Q3FY26 numbers Read More »
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 …
John Cockerill – Decarbonisation gain with cyclical pain Read More »
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 …
Ahluwalia Contracts – Benefitting from Real Estate Boom Read More »
Vigilance Awareness Week 2025 is being observed from October 27th to November 2nd, 2025, with the theme:
सतर्कता: हमारी साझा जिम्मेदारी
(“Vigilance: Our Shared Responsibility”).
All stakeholders are encouraged to participate in the e-pledge initiative by visiting the CVC portal: https:// pledge.cvc.nic.in/
