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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
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Shankar Nath
and
Priyam Bansal
139
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HPL Electric & Power: Plugged Into India’s ₹70,000 Crore Smart Meter Opportunity
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51
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
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Shankar Nath
86
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Kilburn Engineering | 🔻 EXIT | Q3FY25 Review
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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
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Shankar Nath
and
Priyam Bansal
113
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Capacit'e Infraprojects: The ₹10,000 Crore Urbanization Bet You Can’t Ignore
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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
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Shankar Nath
139
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Sky Gold : Q3FY25 Review
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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
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Shankar Nath
192
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Newsletter Performance Review : Q3FY25
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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
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Shankar Nath
136
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Deep Industries : Q3FY25 Review
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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
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Shankar Nath
131
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Zen Technologies: Aiming for 50% Growth over Next 3 Years
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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
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Shankar Nath
284
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Hariom Pipe projects 48%+ Growth in EPS (psst .. it's also cheap!)
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125
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
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Shankar Nath
197
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₹123 Cr to ₹720 Cr: Kilburn Engineering is on Fire 🔥
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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…
Dec 13, 2024
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Shankar Nath
334
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Deep Industries: Rigged Up for 55% Growth
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107
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
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Shankar Nath
290
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Newsletter Performance Review : Q2FY25
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114
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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Shankar Nath
194
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840% Upside: UGRO Capital’s Ambitious Roadmap to Five-Star Status ⭐⭐⭐⭐⭐
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