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 …
Stocks Discussion
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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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 …
