Analysis

Devyani: Strong Engine, Margin Recovery Play

● Jan 13, 2026

1. Our View Devyani International Ltd. (DIL) has a robust store addition engine, which currently adds approximately 250 to 300...

Why Indian Cardamom Prices Are Rising Again

● Jan 12, 2026

For many of us, evenings end the same way. A long day, a hot cup of tea, and without thinking...

Longer Bills, Fewer Beds: India’s Hospital Expansion Paradox

● Jan 8, 2026

A month ago, a friend walked into a reputed private hospital for what he thought was a routine knee scan....

Fine Organic: Green Chemistry Moat, 32% Upside

● Jan 7, 2026

Executive Summary: Fine Organic Industries Ltd. (FOIL) has a dominant position in the oleochemical-derived additives market, a specialized niche characterized...

Why India Doesn’t Export Milk

● Jan 6, 2026

In 2025, India wrapped up its third major trade agreement of the year, the India New Zealand Free Trade Agreement....

Why Silver Exploded in 2025

● Jan 5, 2026

Imagine you’ve been trading precious metals for nearly three decades. You’ve seen cycles come and go. You’ve lived through booms,...

Tata Chemicals: Cyclical Headwinds, Long-Term Value Intact

● Jan 2, 2026

Company Overview and Business Model Tata Chemicals Limited (TCL), a flagship company of the US$110 billion Tata Group, is one...

Why Companies Are Going Quiet Before IPOs

● Dec 30, 2025

Imagine you’re turning 25 next month and you’re also counting on a generous Diwali bonus. Riding high on that expectation,...

Platinum’s Quiet Comeback

● Dec 29, 2025

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

Ola Electric and the Cost of Scaling Too Fast

● Dec 23, 2025

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