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NXST helps you piggyback India’s rising consumption by enabling exposure to solid Retail operating assets
Being the largest UCC platform in India, NXST seems ideally positioned to capitalize upon the country's consumption growth. Strong financials further…
 • 
Priyal Nabera
, 
Nikhil Arora
, and 
Sharath Toopran
MSUMI well poised to shift up a gear as automotive sector strengthens
Solid business with strong operational and technological DNA from Parent Cos - Motherson Group and Sumitomo Group (Japan), positions MSUMI well to drive…
 • 
Harsh Khandelwal
, 
Sharath Toopran
, and 
Priyal Nabera
SUZLON is in classic turnaround territory
Improving operational efficiencies, healthy order book, seasoned management, and considerable market demand bodes well for a turnaround. We are LONG.
 • 
Ajay Aggarwal
, 
Sharath Toopran
, and 
Nikhil Arora
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Blue Dart Express: In the sweet spot of logistics
With a strong market presence, deep networks, best-in-class service offering, and a robust demand outlook, BDE is well positioned to drive a period of…
 • 
Tirthesh Shah
, 
Priyal Nabera
, and 
Sharath Toopran
STARHEALTH in pole position to 'penetrate the underpenetrated'
STARHEALTH seems ideally positioned to penetrate the health insurance sector, thanks to heightened post-covid awareness, improving operational…
 • 
Harsh Khandelwal
, 
Priyal Nabera
, and 
Nikhil Arora
The mid point
Arkvega prop fund year 2 (and a half) update
 • 
Nikhil Arora
, 
Sharath Toopran
, and 
Priyal Nabera
HINDALCO rides the commodities tailwind, and more
HINDALCO is attractive not merely due to macro tailwinds but a favourable business mix. With a strong balance sheet and high CF generation, this giant…
 • 
Ajay Aggarwal
, 
Nikhil Arora
, and 
Sharath Toopran
PNCINFRA is leveraging its expertise to venture into uncharted ‘waters’
An integrated operating model, healthy financials and order book, and diversification into water projects bodes well for PNCINFRA, though risk factors…
 • 
Priyal Nabera
, 
Sharath Toopran
, and 
Nikhil Arora
SIGACHI is a "micro monopoly" manufacturer only set to grow
The company's excipient production capabilities means growth is strongly correlated to pharma and food processing industries. Diversification into…
 • 
Ajay Aggarwal
, 
Priyal Nabera
, 
Sharath Toopran
, and 
Nikhil Arora
EASEMYTRIP is all set to sail post-covid sectoral tailwinds
EASEMYTRIP’s asset light business model, strong fundamentals, debt free balance sheet, cost-efficient operations and recent M&A point towards steep…
 • 
Tirthesh Shah
, 
Sharath Toopran
, and 
Nikhil Arora
ARKIVES
ARKIVES
We bring high quality investment angles from the Indian markets, comprising listed equities usually "below the radar", contrarian bets and curated private market opportunities.
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