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Coal India's black diamonds once shunned, now shining
PSU engaged in the production and sale of coal operates through c. 82 mining areas across 8 states and contributes to 82% of India’s coal production.
 • 
Kazri Khandelwal
, 
Harsh Khandelwal
, 
Nikhil Arora
, and 
Dedipya Bansal
CAMS dominates India’s MF industry & is well positioned to capture the non-MF segment too
India’s largest registrar and transfer agent for MFs, with an aggregate market share of c. 68% (INR 27.3 tn) based on MF AAuM (INR 39.9 tn).
 • 
Kazri Khandelwal
, 
Harsh Khandelwal
, 
Nikhil Arora
, and 
Dedipya Bansal
DATAPATTNS is expensive but ideally positioned to sail through sectoral tailwinds
Data Patterns Ltd (NSE: DATAPATTNS) is one of India's leading defence plays, building indigenously solutions and catering to the entire spectrum of…
 • 
Kazri Khandelwal
, 
Nikhil Arora
, and 
Sharath Toopran
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EASEMYTRIP is all set to sail post-covid sectoral tailwinds
 • Tirthesh Shah, Sharath Toopran, and Nikhil Arora
BORORENEW emerging as a solar glass micro monopoly
 • Priyal Nabera, Sharath Toopran, and Nikhil Arora
Breaking down the Blockchain
 • Priyal Nabera
Exclusive 30% ROI private deal to invest in a rapidly growing youth focused franchise business
 • Nikhil Arora, Sharath Toopran, and Priyal Nabera
#3: Return of the Foreigner, the Indian Pharma Opp!
 • Nikhil Arora
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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
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
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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