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Platinum’s Quiet Comeback

The Story My fascination with platinum began years ago, almost casually, when my uncle once remarked, “Gold gets all the…

Gabriel India: Riding the Premiumization & EV Wave

Executive Summary: Gabriel India Limited (Gabriel), the flagship listed entity of the ANAND Group, is currently executing one of the…

Ola Electric and the Cost of Scaling Too Fast

Every electric vehicle boom tends to have a flagship success story. In the US, Tesla played that role, burning cash…

The “Crompton 2.0” Evolution

Executive Summary: Crompton Greaves Consumer Electricals (Crompton) is currently at a pivotal inflection point, transitioning from a legacy electrical goods…

How India Quietly Rewrote Its NPS Rules

Most of us are reasonably good at planning for the near future. We budget for the next month, plan holidays,…

Lumax Auto Technologies Ltd. (NSE: LUMAXTECH) – The Rise of the Tier-0.5 Integrator

Executive Summary: Lumax Auto Technologies Ltd. (LATL) is currently executing one of the most ambitious structural transformations in the Indian…

Why India Still Depends on China for Medicines

India proudly wears the badge of being the “pharmacy of the world.” And on the surface, that claim holds up.…

Vedanta – Unlocking value through structural transformation

1. Executive Summary: Vedanta Limited (VEDL) currently stands at a defining precipice in its corporate evolution, presenting a rare investment…

Can IndiGo Really Be Punished?

The Story We know this IndiGo saga has been impossible to miss. For nearly a week, it’s dominated headlines, tickers,…

ICICI Prudential AMC IPO Explained

ICICI Prudential AMC doesn’t really need a sales pitch. It’s one of the oldest names in India’s mutual fund industry,…