ARKIVES

Home
Archive
About
NewTop
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

November 2022

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 seems ideally positioned to penetrate the health insurance sector, thanks to heightened post-covid awareness, improving operational…
Harsh Khandelwal
,
Priyal Nabera
, and
Nikhil Arora

June 2022

Arkvega prop fund year 2 (and a half) update
Nikhil Arora
,
Sharath Toopran
, and
Priyal Nabera

May 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…
Ajay Aggarwal
,
Nikhil Arora
, and
Sharath Toopran

April 2022

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
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’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

March 2022

Indus Towers Ltd is India's largest listed telecom infrastructure company with a market cap of INR57,000cr.
Harsh Khandelwal
,
Sharath Toopran
, and
Priyal Nabera
Expected postponement of LIC IPO and a heightened post-covid insurance awareness makes SBILIFE, the largest private insurance player well positioned…
Priyal Nabera
and
Ajay Aggarwal
A pure-play bet on waste management. Steady financials and macro tailwinds indicate a long growth runway. We are LONG.
Ajay Aggarwal
,
Nikhil Arora
, and
Sharath Toopran

February 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…
Priyal Nabera
,
Nikhil Arora
, and
Sharath Toopran
© 2023 Arkvega Partners LLP
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing