Should You Stop SIPs in a Market Crash?
Over the last month, our inbox and phone have been full of the same two questions from investors: “Should I stop my SIPs?” and “Should I sell now and buy back when markets bottom out?” Both questions come from the same place – fear. And both lead to the same destination — permanent loss of […]
The Perils of Pavlov: Intellect Design Arena
Have we seen this pattern before? A mission-critical infrastructure product, multi-decade switching costs, heavy upfront R&D that suppresses today’s margin, then operating leverage as the installed base compounds. The same playbook is being played out across CDMO and Precision Engineering domain At roughly ₹10,500cr market cap and ~30x trailing earnings, the market is paying ~30x for a business […]
Zydus Life Sciences Stock Analysis: Undervalued or Overlooked?
We recently discussed a company. on our YouTube channel, with a market capitalisation of over ₹1,10,000 crore that earns close to half of its revenue from the United States, and whose stock spent the better part of 18–20 months going nowhere. On a price-to-earnings basis it had drifted down to a meaningful discount to its […]
Rashi Peripherals: Here’s What the Market Is Missing
THE SNAPSHOT- Rashi Peripherals CMP ₹518 Market Cap ₹3,414 Cr P/E (TTM) 14x P/B 1.84x Revenue (TTM) ₹14,311 Cr PAT (TTM) ₹248 Cr ROE / ROCE 12.5% / 14.2% 52W H/L ₹547 / ₹275 5Y Sales CAGR 28.5% 5Y PAT CAGR 39.4% Promoter holding 64.0% Net Debt/Equity 0.5x Rashi Peripherals (RP Tech) is the largest […]
Senco Gold vs Titan: Same Industry, One-Sixth the Multiple
THE SNAPSHOT CMP ₹326 Market Cap ₹5,129 Cr P/E (TTM) ~10.6x P/B 2.41x Revenue (TTM) ₹7,773 Cr PAT (TTM) ₹485 Cr 52W H/L ₹406 / ₹276 Promoter Holding 64.5% Stores (Mar-26) 201 FY26 Rev growth +35% Senco is the largest organised jewellery retailer in Eastern India. Founded in 1938, listed in 2023, it runs […]
Innova Captab: Stock Analysis
THE SNAPSHOT-Innova Captab CMP ₹752 Market Cap ₹4,304 Cr P/E (TTM) 32x Book Value ₹178 ROE / ROCE 14.3% / 14.6% 52W H/L ₹1,021 / ₹608 5Y Sales CAGR 27% 5Y PAT CAGR 36% Stock has corrected ~26% from 52W high while earnings power is still building – that gap is what this thesis explores. […]
Ceinsys Tech: Picks and Shovels for Digital India
Some businesses look boring on the surface and stay boring. Others look boring and quietly turn into compounding machines because they sit at the intersection of multiple structural tailwinds. Ceinsys Tech — now rebranded CS Tech AI — belongs in the second bucket, but the price action over the past year tells you the market […]
Interarch: The Steel Spine of India’s Next Decade of Capex
Interarch is a mid-cycle, asset-light, net-cash, capital-efficient proxy for the structural shift of Indian construction from concrete to engineered steel — specifically in the pockets where that shift is most economic (data centres, fabs, gigafactories, large warehouses). It’s the #2 player in an industry where the top seven are taking share from an unorganised tail […]
Windlas Biotech: CDMO Compounder Hiding in Plain Sight
Everyone wants to own the next Cipla or Sun Pharma. Nobody wants to own the company that actually makes the pills those brands sell. That’s exactly why Windlas Biotech is interesting. At ₹867 (April 17, 2026), the stock sits ~24% below its 52-week high of ₹1,140, trading at ~27x trailing earnings, a ~3.4x price-to-book, and […]
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 […]