India’s ‘Golden’ Moment?
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?
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 …
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Oberoi Hotels: Expansion Trigger Ahead
EIH Oberoi Hotels & Resorts Rs 370 If you look at India’s luxury hotel space, EIH (the Oberoi group) stands out. They own and manage some of the country’s most premium properties — think Wildflower …
Lemon Tree 2.0: The Asset-Light Refresh
Lemon Tree Hotels Rs 165 Lemon Tree (LT) has built itself into India’s largest mid-market hotel chain with 111 hotels and 10,269 rooms as of March 2025. What began as an “own-and-operate” model has steadily …
Urban – Cleaning Up Nicely?
Urban Company Rs 190 Urban Company (UC) just wrapped up its ₹1,900 crore IPO. Most of the money — about ₹1,428 crore — came from existing investors cashing out. The rest, around ₹472 crore, goes …
GRSE – Riding the Shipbuilding Wave, But With Conditions
GRSE Rs 2450 Shipbuilding in India is riding two tailwinds at present. First is the defence indigenization/Make in India initiative by the government. Second is the reported full capacity of international shipyards through 2028 which …
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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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