The mood at the start of this week is a constructive one. I am bullish on the economy, and the Prime Minister’s Independence Day address has only strengthened that view. In his speech, he announced a fresh set of growth measures for the Indian economy, and if these are carried through, they should keep the … Read more
PAT up 31% in Q1FY27, TGA Australia and EU-GMP approvals secured, Rs 200 crore cash on balance sheet, near debt-free Not every compelling pharmaceutical investment story involves blockbuster drugs or billion-dollar pipelines. Sometimes it involves a forty-five-year-old Ahmedabad-based company quietly building a 600-product branded-generic franchise across fifteen therapeutic areas, securing regulated market approvals, growing exports … Read more
A three-decade-old B2B hand-crafted gold jewellery player opens its Rs 367.18 crore mainboard issue on August 18 — asset-light model, marquee customers like Kalyan and Joyalukkas A Mumbai-based B2B hand-crafted gold jewellery company plans to raise Rs 367.18 crore via a mainboard listing on BSE and NSE. Shankesh Jewellers Ltd. (SJL) sits at an interesting … Read more
The producer behind ‘The Kerala Story’, ‘Force’ and ‘Commando’ opens its Rs 282.14 crore mainboard issue on August 18 — high margins and a strong film slate, but declining revenue. A Mumbai-based film production house with credits including ‘The Kerala Story’, the ‘Force’ franchise and ‘Commando’ series plans to raise Rs 282.14 crore via a … Read more
India’s largest pure-play industrial and logistics infrastructure developer opens its Rs 2,600 crore mainboard issue on August 17 — Blackstone-backed scale, Fortune 500 customer base and a Canbank Securities ‘Subscribe’ call, but it’s a pure long-term story. Horizon Industrial Parks Ltd. (HIPL), a Blackstone-backed developer of Grade A warehouses, industrial facilities and in-city centres with … Read more
South India’s disruptor jewellery chain opens its Rs 1,700 crore mainboard issue on August 17 Lalithaa Jewellery Mart Ltd. (LJML), the operator of the ‘Lalithaa’ brand and one of the highest revenue-per-store organised jewellery players in India, opens for subscription on August 17 with the issue closing on August 19. Lalithaa Jewellery Mart Ltd. (LJML) … Read more
Cleanest volume-led numbers in several quarters, Hush Puppies and Floatz leading, ZBM covering 80% of COCO revenue, e-commerce at 14% of turnover For the better part of the last two years, Bata India’s management has been executing a quiet but comprehensive self-help agenda — simplifying the product range, rationalising vendors and store formats, installing the … Read more
Rs 160 billion order book, tower capacity doubled, conductor capacity doubling, Rs 800-1,000 billion domestic T&D pipeline ahead There is a specific setup in small and mid cap stocks that experienced investors recognise — a quality business whose stock corrects sharply on a guidance cut and modest quarterly results, while the underlying order book, execution … Read more
A UP-based digital commerce and software solutions company opens its Rs 33.14 crore BSE SME issue on August 14 ENS Enterprises Ltd. (EEL), an end-to-end digital commerce and software solutions provider serving clients across 12+ countries, opens for subscription on August 14 with the issue closing on August 18. The company is listing on BSE … Read more
A Pune-based automation control panel maker opens its Rs 22.68 crore NSE SME Emerge issue on August 14 . Skytech Infinite Platform Ltd. (SIPL), a specialist in turnkey automation solutions and control panels, opens for subscription on August 14 with the issue closing on August 18. The company is listing on NSE SME Emerge. Skytech … Read more