Blogs

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

AEQUS LTD Rs 145 – Aerospace Compounder with Consumer Segment Uncertainty India’s aerospace manufacturing ecosystem is entering a structural upcycle. Global OEMs like Airbus and Boeing are meaningfully increasing sourcing from India as supply chains

Saregama Rs 330: The Music May Turn Sweet Again Saregama is India’s second-largest listed music IP owner, with an estimated ~20% share of the organised music catalogue market. The business owns a deep and long-life

SJS Enterprises Rs 1650 What it does SJS makes premium aesthetic components for vehicles — dials, overlays, logos, chrome-plated parts, IMD/IML panels, cover glass, etc. These are design-critical, high-precision parts that OEMs don’t switch easily

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,

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,

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