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 »
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 …
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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 …
Rural India’s Hidden Gold Rush — and Why It Matters for Markets Sometimes the biggest stories in markets aren’t in the headlines — they’re buried in the vaults and lockers of rural India. According to …
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 …
Intellect Design Arena (IDA) — India’s AI Play in Fintech? 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/
