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 Inventurus Knowledge Solutions

May 16, 2025 Stock was recently listed in December 2024. The issue size was Rs 2,497.92 cr. It was a heavily subscribed IPO at 53x. IPO price was Rs 1,329/ share and it got listed at Rs 1,900/ share. Current share price is Rs 1,654/ share and mcap is Rs 28,372 cr. Jhunjhunwala family helped … Read more

Key Notes on Asian Paints

May 8, 2025 Struggling performance due to two reasons historically low demand conditions in decorative paints; and historically high competitive pressures Asian Paints strategy in these conditions increase distribution product innovation cost control backward integration Focus is to not go for price war and focus on margins and efficiencies. Company expects that it’s historical experience … Read more

Key Notes on Lumax Industries

February 10, 2025 One of the two listed entities of DK Jain Group. The group has a long vintage since 1945 Lumax Industries (LIL) demerged in 2003 is into automotive lighting solutions. The other listed entity Lumax Auto Technologies (LATL) is into plastics, mechatronics and structural and control systems LIL contributed 46% of group’s revenues … Read more

Key Notes on Datamatics

January 30, 2025 Datamatics is a Digital Technologies, Operations, and Experiences company that enables global enterprises to deploy digital technologies to enhance their productivity and customer experience Q3 FY25 revenues mix Digital Technologies 41% Digital Operations 42% Digital Experiences 15% Geographical revenue mix during Q3 FY25 USA 53% India 23% UK & Europe 13% ROW … Read more

Key notes on Ksolves India

January 21, 2025 A small size typical IT services Company Company mentions to be working in all the exciting fields like AI, Big Data etc etc etc TTM revenues are Rs 134 cr with net profits of Rs 38 cr. Company is currently valued at around Rs 1,150 cr 77% revenues are from overseas and … 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 Sammaan Capital

November 15, 2024 Erstwhile known as Indiabulls Housing Finance, Company is now owned majorly (33%) by the marquee institutions. Sameer Gehlaut is completely sold off. This Company like a typical Indiabulls entity had an erratic past. Was the darling of the market till ILFS crises and post that went into deep trouble. Reason – easy … Read more

Key Notes on Updater Services

May 26, 2025 Ok type performance. Nothing to get excited. Valuations have become further attractive at 17x TTM P/E. January 29, 2025 The company got listed in October, 2023. IPO Price was Rs 300/ share and current market price is Rs 346/ share. Current mcap is Rs 2,316 cr. Company before listing had over the … Read more