40% EBITDA margins, 25% ROCE, 14 commercialised molecules with blockbuster end-markets, and fermentation-based peptide capabilities that few peers globally can match The Indian contract research and development manufacturing organisation space has attracted enormous investor attention over the last several years — and for good reason. India’s combination of scientific talent, cost-competitive manufacturing and a … 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
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 19,000 SKUs distributed across 360 distributor … 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
Creative stationery growing at 78%, steel bottles scaling fast, margins bottoming — Antique calls Flair Writing a creative steal deal Sometimes the most interesting stock ideas come from the most unexpected places. Flair Writing Industries — the maker of Hauser pens, creative stationery and steel bottles — has just received an initiating BUY from Antique … Read more
A pure-play water technology company with a record order book and a proven turnaround case If you have never heard of VA Tech Wabag, you are not alone — but that may be exactly why this stock is interesting. A pure-play water technology company headquartered in Chennai with over ten decades of experience, Wabag operates … Read more