Shankar Nath’s Newsletter

Shankar Nath’s Newsletter

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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
Zaggle All The Way - a 10X in 10Y Opportunity 🎁
Issue #010 features a leading player in the spends management space. Can Zaggle’s unique business model, growth drivers and global aspirations turn it…
 • Shankar Nath
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…
 • Shankar Nath
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
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
₹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
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 …
 • Shankar Nath and Priyam Bansal
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…
 • Shankar Nath
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…
 • Shankar Nath
BLS International Stamps a 93% Upside
In Issue #009, I dive into BLS International Services Ltd. With strategic expansion & strong financials, BLS is poised for significant growth. This…
 • Shankar Nath
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…
 • Shankar Nath
Hidden Profit of ₹236 Crores Triggers SAMHI Hotels Turnaround
Issue #008 delves into a remarkable turnaround in the hotel industry. I analyze the recently-IPOed SAMHI Hotels & uncover a hidden ₹236 crore profit…
 • Shankar Nath
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