Synopsis: Deepak Nitrite’s stock has corrected sharply, nearing a 50 percent fall from its peak amid tariff uncertainty, inventory destocking, Chinese dumping and margin pressure. While near-term earnings remain weak, management is betting on phenolics stability,...
Synopsis: Indian equity markets remained volatile in 2025, impacting even the portfolios of leading ace investors. Public shareholding data shows that Ashish Kacholia, Vijay Kedia, and Mukul Agrawal all saw declines in portfolio value, though the scale of losses...
Synopsis: Force Motors has delivered near 1,200 percent returns in three years, driven by strong LCV market share, premium vehicles like Urbania, large defence orders, and engine supplies to BMW and Mercedes. With almost no debt, healthy cash, and steady sales growth,...
Synopsis: UltraTech Cement’s rise from a divested L&T business in 2004 to India’s largest cement producer is a story of strategic acquisitions, aggressive capacity expansion and disciplined execution. By combining inorganic growth with efficient integration and...
Synopsis: This article traces how Café Coffee Day founder V.G. Siddhartha’s long-standing investment in Mindtree, driven by mounting financial stress, became the trigger for L&T’s hostile takeover. It explains L&T’s diversification strategy, Mindtree’s...
Synopsis: This article examines rare hostile takeovers in India over the past 25 years, including L&T-Mindtree, Adani-NDTV, and United Spirits-Shaw Wallace. It highlights how financial stress, regulatory triggers, and shareholder exits enabled control shifts in a...
Synopsis: International Gemmological Institute India makes money by being the trusted referee of the diamond trade. Backed by Blackstone, it profits every time a diamond is verified, not when prices rise. As lab-grown diamonds scale globally, IGI benefits from higher...
Synopsis: Indian Hotels Company Limited is strengthening its leadership through a capital-light strategy, aggressive brand expansion, asset upgrades, and disciplined capital allocation. With rising management fees, strong ROCE improvement, resilient financial...
Synopsis: Autoriders International, a micro-cap luxury car rental company, has delivered exceptional returns of up to 2,700 percent over the past year. With a strong corporate client base, stable margins, improving balance sheet, and ace investor Mukul Agrawal as a...
Synopsis: The 1982 clash between Reliance Industries and the bear cartel remains one of Dalal Street’s most notable episodes. Aggressive short selling, weak settlement systems, and firm counter-buying led to a three-day BSE shutdown, exposing market vulnerabilities...
