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 carriedContinue Reading
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 vendorsContinue Reading
Volume growth steady at 5.7%, but cotton and synthetic inflation compressed margins, pricing power constrained, and the stock trades at 54x FY27 earnings There is a specific kind of tension in Page Industries’ Q1FY27 results — a business that is growing steadily, adding stores, launching products and expanding channels, butContinue Reading
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, whileContinue Reading
Rs 10 trillion transmission supercycle, HVDC project pipeline, data centre boom and grid digitalisation This company sits at the exact confluence of multiple structural themes simultaneously and build a detailed case for why the next three years will be categorically different from the last three. Nomura initiates Hitachi Energy withContinue Reading
Over the last two weeks, there has been a noticeable improvement in the market — both in the final week of July and the first week of August. The primary reason is that even as geopolitical tensions persist, there is no shortage of inflows into the market. The dollar isContinue Reading
Zudio at 982 stores and accelerating into smaller cities, margins expanding 208 basis points, private labels at 73% of Star Bazaar revenue Sometimes the most interesting moment to look at a quality retail business is not when everything is going right, but when the operating delivery is strong and theContinue Reading
Sales grew 20%+ in the second half of Q1, June and July accelerating into festive season, 371,000 direct outlets and adding 50,000 more in FY27 The headline Q1FY27 numbers for Bikaji Foods — revenue growth of 12.5%, EBITDA up just 3%, PAT flat year-on-year — do not capture the storyContinue Reading
125 proprietary technologies, a Rs 166 billion order book, net-cash balance sheet, and structural demand from water scarcity, data centres and semiconductors There are companies that operate in industries so obviously important that it is surprising more investors are not talking about them. Va Tech Wabag — a century-old waterContinue Reading
Steel capex, naval modernisation, three strategic acquisitions and a merger that creates a vertically integrated platform There are turnaround stories. And then there are turnaround stories where the engineering revenues grow from Rs 501 million to Rs 10.5 billion in four years — a compound annual growth rate of overContinue Reading
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