Timex Group India – Ticking Towards Growth
Timex Group India Rs 260 After years of going largely unnoticed — both in terms of business performance and stock price — Timex Group India seems to have found a new gear. A combination of …
Kirloskar Pneumatic: Compressing Opportunity into Profitable Growth
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 …
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Apollo Hospitals – A Solid Core with a Powerful Value Unlock
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. …
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Enviro India Engineers Ltd – A Small Cap Flowing Through A Big Theme
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 …
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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 …
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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 …