Neogen Chemicals: From Specialty Player to EV Battery Chemicals
For years, Neogen Chemicals has been known as a niche, high-return specialty chemicals player. But the company is moving from a pure-play specialty chemicals company to a critical supplier for the lithium-ion battery ecosystem. ₹1,500-Crore Bet on India’s EV Future Neogen Chemicals is investing in the future. With a ₹1,500 crore capex plan, the company […]
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, you’ll miss them. Sometimes, the mispricing is obvious — like watching a fundamentally sound business punished for near-term volatility. Other times, it requires digging deep, […]