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Shilpa Medicare - On the Verge of transformation?
Shilpa has historically been Onco focused API player, but with formulations, biologics and CDMO picking up. The next few years seems to be…
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Cash Cows
Dishman Carbogen Amcis Limited - India's most underappreciated CDMO ?
Established in 1983, Dishman Carbogen Amcis Limited is a fully integrated CRAMS (Contract Research & Manufacturing) company with strong capabilities…
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Cash Cows
BSE Limited - What's driving the rally and what next ?
In the last 5 years, BSE Limited has gone up 60x. We analyze the reasons why the stock has rallied so sharply and what’s next ?
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Cash Cows
1

May 2025

Suven Lifesciences - Driving India's entry into Pharma innovation !!!
Suven Life Sciences Ltd is a clinical-stage biopharmaceutical company focused on the acquisition, development and commercialisation of novel…
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Cash Cows
4
Ventive Hospitality - Driving Luxury Market
Ventive's focus on Luxury (~80%+) in under-supplied markets such as Pune and focus on differential products has resulted the company's Average Room Rate…
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Cash Cows
Styrenix - Legos, Thermocol & Import Substitution !!!
Styrenix Performance Materials Limited (SPML) is a leader in domestic Acrylonitrile Butadiene Styrene (ABS) and Styrene Acrylonitrile (SAN) co-polymer…
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Cash Cows
All you need to Know - Logistics Sector Primer
Logistics sector is a proxy to economic growth, we use this primer to better understand the macro trends within the sector.
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Cash Cows
5

April 2025

Carysil - Lowest Cost Global Contract Manufacturer !!!
Carysil's low cost offerings along with marquee clientele puts it in an enviable position. Can it capitalize or will the weight of global acquisitions…
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Cash Cows
10
SJS Enterprises - In a sweet spot for driving premiumization ?
With Indian consumers preferring aesthetics over basic functionalities, SJS is placed in an enviable position where they are a key driver in enabling of…
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Cash Cows
8
Indoco Remedies - Cheapest Domestic Pharma stock or value trap ?
Indoco historically has had it's fair share of challenges, with strategic interventions taken can the company bounce back sharply and for good ?
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Cash Cows
1
Kiri Industries - Where Cash > Market Cap
A typical dye manufacturer's fortunes are likely to turn due to winning an arbitration case. Can Kiri 2.0 investors fortunes also turn ?
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Cash Cows
8

March 2025

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