Tips Music- Catalog is the new Oil
For decades, India’s music catalogues were like untapped oil fields. Labels like Tips spent years acquiring rights — painstakingly, track by track — only to watch their potential choked by piracy, weak copyright enforcement, and telecom bundling that crushed pricing power. Owning a catalogue often meant sitting on an asset earning a trickle of royalties, […]
Clean Science: Pioneering Green Chemistry in a Global Shift
Green Chemistry Pioneer in a Global Shift The Indian specialty chemicals sector has long talked about China+1, import substitution, and green chemistry—but few have executed at scale. Clean Science stands apart: a rare player that has mastered green chemistry at scale, enabling it to export even to China, the world’s one of the largest chemical […]
Shivalik Bimetal- Stock Analysis
Shivalik Bimetal Simultaneous play in three opportunities from your electric switchgear to smart meters and even EV batteries. Based in Himachal Pradesh, the company runs 3 manufacturing campuses and supplies 300+ OEMs across 38 countries. Their customers include global giants like Siemens, ABB, Schneider, Honeywell, Legrand, Havells, Eaton, L&T — and in autos, names like […]
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 sector expertise that generalist institutions cannot match. This exclusive focus also sets it apart from other large state-owned power financiers such as REC and PFC, […]
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. But we believe the story is far from over. In fact, the next leg of value creation might just be getting started. Global Cocoa Butter […]
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 India’s leading pharma players in 5- and 10-year sales growth. It ranks #4 and #2 in 5- and 10-year profit growth, respectively. It commands the […]
Nifty 13% Decline: A Reality Check Beyond Earnings
The recent 13% decline in the Nifty 50 index has been driven by stretched valuations, subdued Q3 earnings, concerns over Trump-era tariffs, and persistent FII outflows. With no new triggers to push stock prices higher, the market is undergoing a time correction, exacerbated by FII selling—This has led to panic selling often leaving retail investors […]
Danish Power: A Growth Stock in India’s Renewable Energy Boom
The power sector is poised for significant growth. Despite investing Rs. 111 lakh crore (US$ 1.4 trillion) in capital expenditures, with energy projects constituting approximately 24% of the total expenditure, an additional Rs. 33 lakh crore (US$ 400 billion) will be needed. Furthermore, by 2032, the sector will require 3.78 million skilled professionals to meet […]
Sportking India: A Value Buy
Sportking India Limited (Sportking), a leading yarn manufacturer, has delivered robust financial performance, efficient operations, and consistent growth. The company trades at a significant discount to peers with a P/E ratio of 12.3x compared to Ind PE of 18.75 and EV/EBITDA of 6x. Its expanding margins, debt reduction efforts, and strategic initiatives such as moving up the value chain […]
China Market Rebound: Opportunity or Risk for Investors?
Over the past week, the Hang Seng Index and the CSI 300 Index of china have experienced a dramatic reversal, transforming significant one-year declines into robust gains within days. Market sentiment has shifted decisively from a stance of “Anything But China” to “All In, Buy China.” Hang Seng Index Overview As of October 7, 2024, […]