SEBI-registered Research Analyst (INH000022093) Validity: July 28, 2025 to Perpetual
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Issue #023 explores HPL Electric & Power - a leading player in smart meters. We delve into business model, orderbook, capacity, revenue, margin & strategy to benefit from India’s electrification boom
Kilburn Engineering has revised its guidance from the Q2FY25 earnings call, impacting both our estimates and my confidence in the management/margin of safety
Issue #022 delves into high-rising Capacit'e Infraprojects as we analyze its strong order book, revenue trajectory, margins, risk management, financials, clientele and urbanization driven growth story
Sky Gold delivered a strong Q3 & has upped it's FY27 revenue guidance by 14%. In this follow-up note, we examine the key achievements, growth drivers and revised financial projections
Issue #021 reviews the performance of featured stocks post their Q3FY25 results. This includes SAMHI, BLS, Zaggle, Sky Gold, Raymond, Ceigall, Garware, Kilburn, Deep, UGRO, Zen Tech & Hariom Pipes
In this follow-up note, we examine key quarterly updates of Deep Industries Limited & how these changes impact our original thesis
Issue #020 examines Zen Technologies & its ambitious growth trajectory until FY27. We explore revenue projections, order book, margins & market opportunities to evaluate it's investment potential
Issue #019 explores Hariom Pipe Industries & its ambitious revenue/EPS growth by FY26. We dive into revenue projections, margins, capacity, valuation etc. to assess if the stock is investment worthy
Issue #018 explores Kilburn Engineering’s revenue surge from ₹123 Cr in FY22 to a projected ₹720 Cr in FY26. We analyze revenue forecasts, margins, profits, valuation gaps - and is it investible?
Issue #017 delves into Deep Industries Limited’s growing stature in the oil & gas support sector. We explore their strategic moves aimed at driving a stellar 50%+ growth in revenue and profits by FY26
