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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
Dec 19, 2022
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SUZLON is in classic turnaround territory
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November 2022
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
Nov 30, 2022
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Blue Dart Express: In the sweet spot of logistics
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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
Nov 16, 2022
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STARHEALTH in pole position to 'penetrate the underpenetrated'
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June 2022
The mid point
Arkvega prop fund year 2 (and a half) update
Nikhil Arora
,
Sharath Toopran
, and
Priyal Nabera
Jun 16, 2022
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The mid point
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May 2022
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
May 16, 2022
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HINDALCO rides the commodities tailwind, and more
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April 2022
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
Apr 27, 2022
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PNCINFRA is leveraging its expertise to venture into uncharted ‘waters’
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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
Apr 26, 2022
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SIGACHI is a "micro monopoly" manufacturer only set to grow
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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
Apr 7, 2022
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EASEMYTRIP is all set to sail post-covid sectoral tailwinds
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March 2022
INDUSTOWER - A bet on 5G infrastructure?
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
Mar 28, 2022
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INDUSTOWER - A bet on 5G infrastructure?
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SBILIFE seems ideally positioned for ‘serving the underserved’
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
Mar 14, 2022
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SBILIFE seems ideally positioned for ‘serving the underserved’
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AWHCL — An Opportunity to Invest in Waste
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
Mar 10, 2022
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AWHCL — An Opportunity to Invest in Waste
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February 2022
LIC the opportunity. The challenge.
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
Feb 22, 2022
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LIC the opportunity. The challenge.
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