Kirloskar Pneumatic Rs 1375 Kirloskar Pneumatic (KPCL) might not be a name that frequently pops up in cocktail party investing chatter, but this Pune-based engineering firm has been quietly building a solid story around compression …
Kirloskar Pneumatic: Compressing Opportunity into Profitable Growth Read More »
Apollo Hospitals Rs 7550 Hospitals in India have a long growth runway – under-penetration, rising incomes, government support, no import competition, no tariff threats even, which makes it a rare sector with just healthy tailwinds. …
Apollo Hospitals – A Solid Core with a Powerful Value Unlock Read More »
Enviro Infra Engineers Ltd Rs 250 India is sitting on a water time bomb — 16% of the world’s population, but just 4% of its freshwater. Add to that the mountains of untreated sewage and …
Enviro India Engineers Ltd – A Small Cap Flowing Through A Big Theme Read More »
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 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 …
Subros Ltd – A Play on Auto Thermal Growth with Emerging EV Triggers Read More »
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 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 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 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 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 …
