Blogs

Go Digit Rs 255 Indian general insurance is a good business, but not an inherently exciting growth industry.Premiums have grown at roughly 9–11% in recent years and, over the longer term, should probably compound in

Diamond Power Infrastructure Rs 350 India is entering a potentially powerful multi-year investment cycle in electricity infrastructure, driven by rising power demand, renewables, manufacturing, electrification and data centres. This should create sustained demand for transmission

IEX Rs 130 India’s power market is undergoing a structural transformation. A decade ago, thermal power dominated electricity generation and most capacity operated under long-term power purchase agreements (PPAs), leaving only limited volumes to be

Ather Energy Rs 1300 – High Potential, Higher Expectations Ather Energy is India’s third-largest electric scooter manufacturer, behind TVS and Bajaj. What makes the company interesting isn’t just its market share—it’s the way it chose

Motilal Oswal Rs 975 Some investment stories are driven by valuation. Others are driven by business quality. Motilal Oswal today firmly belongs to the second category. Over the last decade, the company has quietly transformed

FIEM Industries – A Play on Rising Content Per Vehicle Rs 2300 FIEM is one of India’s leading manufacturers of automotive lighting systems, signalling equipment and rear-view mirrors. It is predominantly a domestic two-wheeler (2W)

Savita Oil – Benefitting From Emerging Transformer Oil Growth Option, Rs 515 Savita Oil Technologies is a leading manufacturer of specialty petroleum products with operations spanning transformer oils, white oils and automotive/industrial lubricants. While white

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 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

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 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