Shankesh Jewellers Ltd IPO: What You Should Know
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.Continue Reading
Sunshine Pictures Ltd IPO: What You Should Know
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 raiseContinue Reading
Horizon Industrial Parks Ltd IPO: What You Should Know
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, industrialContinue Reading
Lalithaa Jewellery Mart Ltd IPO: What You Should Know
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.Continue Reading
India’s Largest Helmet Maker Has Fallen 19% in Six Months
Greenfield capacity coming onstream, Italy subsidiary live, US profitable, Decathlon tie-up secured, Bluetooth helmets launching Most investors who own two-wheelers in India own a Studds or SMK helmet — whether they know it or not. Studds Accessories is India’s largest helmet manufacturer, with 240 designs, 50 moulds and over 19,000Continue Reading
Dilip Davda: Bullish on the Economy, But Stay Alert on Pricing
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
Volume Growth Has Finally Returned For This Company
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
Revenue Grew, Margins Cracked and This Stock’s Valuations Cannot Absorb That
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
This Stock Is Down, But Not The Business
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
ENS Enterprises Ltd SME IPO: What You Should Know
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. TheContinue Reading