Key Notes on Go Digit

October 29, 2025 The Company was listed in May 2024 at an IPO price of Rs 272/ share. Current share price is Rs 362/ share. Incorporated in 2016, Go Digit is a new age general insurance company providing motor, health, and other insurances. Company is backed by Mr. Prem Watsa’s Fairfax which holds 33.3% stake … Read more

Key Notes on Epigral

May 5, 2025 Incorporated in 2007, this Company was previously known as Meghmani Finechem Ltd. Name was changed to Epigral in FY2024 It’s a Chemical Company Epigral is the first to set up an Epichlorohydrin plant and largest capacity plant of CPVC Resin. Epigral is also a leading manufacturer of Caustic Soda, Caustic Potash, Chloromethanes, … Read more

Key Notes on Amara Raja

May 30, 2025 One of the largest manufacturers of lead-acid batteries for both industrial and automotive applications in the Indian storage battery industry. The company forayed into the New Energy business in 2022 to offer lithium-ion cells, battery pack solutions, and chargers for electric vehicles and beyond. Announced capex plan of Rs 9500 cr over … Read more

Key Notes on BLS International Services

May 16, 2025 The company was listed on the BSE and NSE in 2016. Established in 1983, BLS is a specialist provider of visa, passport and attestation services across the world. It serves the diplomatic missions by managing all administrative and non-judgmental tasks related to the entire life cycle of a visa application process. BLS … Read more

Key Notes on Varun Beverages

October 29, 2025 Muted overall performance especially due to the extended rainfalls in India. International markets continues to do well and Company continues expanding there. Going forward, management expects much better performance both in domestic and international markets. October domestic has reverted to normal due to lesser rainfalls. Company expects the trend to continue. Competitive … Read more

Key Notes on Aditya Birla Money

January 29, 2025 ABML is 73.53% owned by Aditya Birla Capital (ABCL) It is the group’s broking and distribution arm present in equity broking, commodity broking, depository services, margin trade funding, PMS (portfolio management services) and distribution of products like mutual funds, insurance and loans. Track record In last 10 years, revenues have increased at … Read more

Key Notes on Infibeam Avenues

February 4, 2025 94% revenues from payments business CC Avenue (POS, payment gateway), BillAvenue (Bill Payments thru Bharat Bill Pay System – BBPS), Go Payments (digital financial services to unbanked) 6% from platforms business A cloud‐based, E2E SaaS platform allowing corporates to do large scale online business, manage the back‐end (orders, inventory & logistics), allow … Read more

Key Notes on Medi Assist

November 5, 2025 Operational performance as such continues to remain strong. Reported margins however have taken a hit due to paramount Consolidation and higher spends on the technology vertical. Paramount consolidation is expected to normalise over 4-5 qtrs and till then the reported consolidated margins are expected to remain muted. Technology vertical will show improvement … Read more

Key Notes on ICICI Bank

January 25, 2024 Sustained good performance from ICICI No real red flags. Whereas most of his other competitors are struggling on some or the other parameter, ICICI continues to be the standout performer. Valuations are not over the top. The only point to consider – ICICI is now a consensus buy. Any small lapse and … Read more