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Wockhardt Ltd – High Science, Higher Stakes
Wockhardt Ltd Rs 1750 Background & Turnaround Story Wockhardt has been through one of the more dramatic rollercoasters in Indian pharma history. After being an R&D-heavy pharma innovator, it was severely hit in the past
Subros Ltd – A Play on Auto Thermal Growth with Emerging EV Triggers
Subros Ltd Rs 800 Subros is a joint venture between the Suri Group (37%), Denso (20%), and Suzuki (12%), and has long been the dominant supplier of thermal products—ACs and heaters—to the Indian passenger vehicle
Bluestar – An All Weather Friend
BLUESTAR Rs 1550 Bluestar is one of those companies that quietly sits in a sweet spot—benefiting from both consumer trends and infrastructure-led growth. It’s not a pure B2C brand like some of its peers, but
Inox India – Promising But Pricey
INOX INDIA Rs 1200 Let’s take a closer look at Inox India Ltd – a niche, high-quality player in the cryogenic equipment space that’s quietly building a moat in a tough-to-enter industry. Getting to Know
Whirlpool – Bargain or Trap?
Whirlpool India Rs 1100 A river that starts in the mountains flows steadily downward, unstoppable despite occasional pauses from obstructions or flat terrain. It always resumes its descent — that’s gravity. India’s consumer durables story
Trump Tariff Trauma
Trump has done what many are describing as ‘worse than the worst imagined’. The quantum of tariffs is so high that almost the entire world trade with the US becomes unviable. Economies of all countries
Gokaldas Exports – Constrained By Capacity
Gokaldas Exports Rs 815 Indian apparel export industry is sitting at an inflection point with global supply chains shifting from China, Bangladesh, Vietnam etc to India, gradually but surely. Any company which can grab this
A Cognitive Mistake Not To Be Repeated In Future
Trailing 5 Year, 3 Year and 1 Year returns are strong indicators of future returns. As a thumb rule, other factors remaining constant, equity returns are commensurate with nominal GDP returns. In Indian context, nominal
Tata Consumer Products – Taking A Pivot
Tata Consumer Products Rs 965 Tea and Coffee companies have been around for decades but have not been wealth creators as these are by and large low growth commodity businesses which go up and down
IGIL – Past Perfect Future Uncertain For This Global Duopoly
IGIL Rs 570 IGIL is a 50 year old company engaged in the business of certification of natural diamonds, lab grown diamonds (LGD), coloured stones and studded jewellery. It is the second largest certification agency in
BASF – Change In Stance to Wait & Watch
BASF Rs 5600 BASF was discussed on 9th October 2024 at a price of Rs 8500 as a potentially decent performer if certain positive triggers played out. Post the Q2FY25 results on 12 Oct 2024, company did
J M Financial – To Be Or Not To Be
J M FINANCIAL Rs 140 Valuation of non-cash generating assets like art, gold, unrented real estate, vintage cars, crypto etc depends mainly on the push and pull between demand and supply which in turn is
