Archive - Shankar Nath’s Newsletter

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

November 2024

October 2024

Garware Hi-Tech Films Eyes Blockbuster 100% EPS Growth 🍿

Issue #014 examines Garware Hi-Tech Films Limited's strategic focus on niche, high-end products & the impact of margin expansion on it's financials…

Oct 11, 2024 •

September 2024

Ceigall India Ready to Soar Higher: 70% Upside on Strong Order Pipeline 🕊️

Issue #013 dives into the buzz surrounding Ceigall India Limited, examining its business fundamentals, performance, order book and valuations. My…

Sep 22, 2024 •

Raymond Lifestyle: The Incomplete Man (Since 2024)

Issue #012 explores the recent demerger & listing of Raymond Lifestyle Limited and the opportunity it presents for quick gains. It's The Complete…

Sep 15, 2024 •

GOLD Rush: I'm SKYing a 144% Jump in Profits

In Issue #011, I examine Sky Gold Limited - a designer & manufacturer of gold jewellery. Aided by capacity expansion & acquisitions, Sky Gold is…

Sep 8, 2024 •

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