Indian IT At Crossroads
Impact of AI on Indian IT industry – Nifty IT Index 29010, BSE IT Index 28221 This is easily the most discussed topic in investing circles. The opinion is overwhelmingly negative, and it is reflected …
Hindustan Foods – A Quasi FMCG Play
Hindustan Foods Ltd Rs 525 Hindustan Foods Limited (HFL) is one of India’s largest contract manufacturers for FMCG companies. It does not own consumer brands. Instead, it manufactures products for large companies across categories like …
Clean Max Enviro – Benefitting from India’s Renewable Energy and Digital Infrastructure Buildout
Clean Max Enviro Energy Rs 1230 Clean Max Enviro Energy Solutions has emerged as one of the leading renewable energy suppliers to India’s Commercial & Industrial (C&I) segment with an estimated ~12% market share in …
Motherson – A Giant Quickening Its Pace
Samvardhana Motherson Rs 130 Motherson has evolved from an auto ancillary into a global manufacturing and assembly partner for OEMs. Its presence spans:
Azad Engineering: High Quality Franchise, Full Valuation
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 …
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Aequs Ltd – Aerospace Compounder with Consumer Segment Uncertainty
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 …
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Saregama – The Music May Turn Sweet Again
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 – Premium Auto Aesthetics Compounder
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 …
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Urban Company – Change in Stance post Q3FY26 numbers
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, …
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Kirloskar Pneumatic – Outlook update Q3FY26 numbers
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, …
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