Shankar Nath’s Newsletter

Shankar Nath’s Newsletter

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Deep Industries: Rigged Up for 55% Growth
 • Shankar Nath
107
Newsletter Performance Review : Q2FY25
 • Shankar Nath
114
Hariom Pipe projects 48%+ Growth in EPS (psst .. it's also cheap!)
 • Shankar Nath
125
Zaggle All The Way - a 10X in 10Y Opportunity 🎁
 • Shankar Nath
137
Kilburn Engineering | 🔻 EXIT | Q3FY25 Review
Kilburn Engineering has revised its guidance from the Q2FY25 earnings call, impacting both our estimates and my confidence in the management/margin of…
 • 
Shankar Nath
37
Capacit'e Infraprojects: The ₹10,000 Crore Urbanization Bet You Can’t Ignore
Issue #022 delves into high-rising Capacit'e Infraprojects as we analyze its strong order book, revenue trajectory, margins, risk management…
 • 
Shankar Nath
 and 
Priyam Bansal
38
Sky Gold : Q3FY25 Review
Sky Gold delivered a strong Q3 & has upped it's FY27 revenue guidance by 14%. In this follow-up note, we examine the key achievements, growth drivers…
 • 
Shankar Nath
54
Newsletter Performance Review : Q3FY25
Issue #021 reviews the performance of featured stocks post their Q3FY25 results. This includes SAMHI, BLS, Zaggle, Sky Gold, Raymond, Ceigall, Garware…
 • 
Shankar Nath
90
Deep Industries : Q3FY25 Review
In this follow-up note, we examine key quarterly updates of Deep Industries Limited & how these changes impact our original thesis
 • 
Shankar Nath
46
Zen Technologies: Aiming for 50% Growth over Next 3 Years
Issue #020 examines Zen Technologies & its ambitious growth trajectory until FY27. We explore revenue projections, order book, margins & market…
 • 
Shankar Nath
93
Hariom Pipe projects 48%+ Growth in EPS (psst .. it's also cheap!)
Issue #019 explores Hariom Pipe Industries & its ambitious revenue/EPS growth by FY26. We dive into revenue projections, margins, capacity, valuation…
 • 
Shankar Nath
125
₹123 Cr to ₹720 Cr: Kilburn Engineering is on Fire 🔥
Issue #018 explores Kilburn Engineering’s revenue surge from ₹123 Cr in FY22 to a projected ₹720 Cr in FY26. We analyze revenue forecasts, margins…
 • 
Shankar Nath
118
Deep Industries: Rigged Up for 55% Growth
Issue #017 delves into Deep Industries Limited’s growing stature in the oil & gas support sector. We explore their strategic moves aimed at driving a…
 • 
Shankar Nath
107
Shankar Nath’s Newsletter
Shankar Nath’s Newsletter
I research companies, sectors, turnarounds, smallcaps, IPOs, monopolies & special situations - so that you don’t have to

Shankar Nath’s Newsletter

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