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120 ArticlesKrishna Appala

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Why is IndusInd Bank under pressure

IndusInd Bank’s stock is under pressure amid concerns over its derivative hedging strategy, which created an accounting mismatch between internal and ...
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Cracking the Patent Code: Natco’s Winning Formula

Natco Pharma, a leader in APIs and niche generics, faces growth challenges post-Revlimid exclusivity in FY26, with semaglutide offering long-term ...
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In Earnings We Trust: 2024 Focused Portfolio Review

For the calendar year 2024, the Focused portfolio is up 29.4%, compared to the Nifty 50’s 8.7% and the Nifty 500’s 14.8%. We started 2024 on a ...
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Waaree Energies: Powering India’s solar sector growth

The renewable energy world is changing fast, and Waaree Energies is leading the sector. But there's a big question on everyone's mind: Is renewable energy just ...
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Unfolding the Sudarshan-Heubach deal

Sudarshan Chemicals announced its acquisition of Heubach Group, a 200-year-old pigment giant, sending its stock soaring 20%. While the market reacted ...
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Zen Tech: Spearheading Innovation in Defence

Are defense stocks losing their shine? Has the long-term growth trend reversed? We doubt it. While stocks in this sector were down anywhere between 20-35%, we ...
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Tejas Networks: FY25 growth secured. Is the best yet to come?

With FY25 growth already factored in, Tejas Networks is now eyeing major opportunities like BharatNet Phase 3 and Kavach orders. Backed by the Tatas, Tejas ...
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Patience is the strategy: Focused portfolio mid-year review

It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...
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Arman Financials: Serving India UnInc.

If our economy sneezes, people at the fag end of the economic pyramid catch a cold, and so does the MFI industry that serves them. Even within these adverse ...
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Why we like Kaynes Technology

The ESDM sector is taking off, growing at over 30% CAGR. Kaynes is riding this wave with high-margin products and with debt-free balance sheet. They are ...
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