ARKIVES | Nikhil Arora | Substack

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 accelerated growth.

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Sharath Toopran

Nov 30, 2022

STARHEALTH seems ideally positioned to penetrate the health insurance sector, thanks to heightened post-covid awareness, improving operational efficiency, and better business focus. We are LONG.

Harsh Khandelwal

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Nov 16, 2022

Improving operational efficiencies, healthy order book, seasoned management, and considerable market demand bodes well for a turnaround. We are LONG.

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Sharath Toopran

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Dec 19, 2022

Arkvega prop fund year 2 (and a half) update

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Sharath Toopran

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Jun 16, 2022

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…

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Sharath Toopran

May 16, 2022

An integrated operating model, healthy financials and order book, and diversification into water projects bodes well for PNCINFRA, though risk factors…

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Sharath Toopran

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Apr 27, 2022

The company's excipient production capabilities means growth is strongly correlated to pharma and food processing industries. Diversification into…

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Sharath Toopran

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Apr 26, 2022

EASEMYTRIP’s asset light business model, strong fundamentals, debt free balance sheet, cost-efficient operations and recent M&A point towards steep…

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Sharath Toopran

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Apr 7, 2022

Indus Towers Ltd is India's largest listed telecom infrastructure company with a market cap of INR57,000cr.

Harsh Khandelwal

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Sharath Toopran

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Mar 28, 2022

Expected postponement of LIC IPO and a heightened post-covid insurance awareness makes SBILIFE, the largest private insurance player well positioned…

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Mar 14, 2022

A pure-play bet on waste management. Steady financials and macro tailwinds indicate a long growth runway. We are LONG.

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Sharath Toopran

Mar 10, 2022

Global equity markets are likely to remain under pressure in near term. Anchor appetite will be elemental in success of the IPO, but low free float may…

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Sharath Toopran

Feb 22, 2022

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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