Blogs

Ireda Investment Case

IREDA — Our Investment Case

While most traditional banks and NBFCs treat renewable energy as just one of many lending verticals, IREDA is uniquely positioned as a 100% renewable energy–focused financier, building a depth of

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Manorama Industries 2.0

  MANORAMA INDUSTRIES Manorama Industries has delivered a stellar ~340% return over the past 2 years — a rally that may seem like a missed opportunity for many retail investors.

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Tata Motors: An EV Company

Spotting Market Mispricing: After Natco, We Turn to Tata Motors Markets make mistakes. And they usually don’t make them everywhere — they show up in pockets.If you’re not actively looking,

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Natco Pharma – Betting on the Jockey

In the ever-evolving world of pharmaceuticals, very few companies strike a balance between aggressive R&D, specialty product focus, and financial consistency. Yet, Natco Pharma stands out. It ranks #2 among

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