Archive - Shankar Nath’s Newsletter

HPL Electric & Power: Plugged Into India’s ₹70,000 Crore Smart Meter Opportunity

Issue #023 explores HPL Electric & Power - a leading player in smart meters. We delve into business model, orderbook, capacity, revenue, margin …

Apr 6 •

and

March 2025

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…

Mar 15 •

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…

Mar 9 •

and

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…

Mar 1 •

February 2025

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…

Feb 22 •

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

Feb 16 •

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…

Feb 11 •

January 2025

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…

Jan 7 •

December 2024

₹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…

Dec 26, 2024 •

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…

Dec 13, 2024 •

November 2024

Newsletter Performance Review : Q2FY25

Issue #016 reviews the performance of featured stocks post their Q2FY25 results. This includes -- SAMHI Hotels, BLS International, Zaggle, Sky Gold…

Nov 20, 2024 •

840% Upside: UGRO Capital’s Ambitious Roadmap to Five-Star Status ⭐⭐⭐⭐⭐

Issue #015 dives into UGRO Capital's bold ambition & blueprint to replicate Five-Star Business Finance's successful playbook in the MSME lending space

Nov 13, 2024 •

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