Improving operational efficiencies, healthy order book, seasoned management, and considerable market demand bodes well for a turnaround. We are LONG.
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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…
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STARHEALTH seems ideally positioned to penetrate the health insurance sector, thanks to heightened post-covid awareness, improving operational…
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June 2022

Arkvega prop fund year 2 (and a half) update
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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…
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April 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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The company's excipient production capabilities means growth is strongly correlated to pharma and food processing industries. Diversification into…
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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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March 2022

Indus Towers Ltd is India's largest listed telecom infrastructure company with a market cap of INR57,000cr.
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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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A pure-play bet on waste management. Steady financials and macro tailwinds indicate a long growth runway. We are LONG.
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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…
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