Longer reads on Indian companies & markets
One company, one development or one idea at a time, worked through in plain language & published when there is something worth saying.
14 posts publishedLatest 21 Oct 2026Companion to the daily brief
A bank that earns less on its loans, yet its margin went up
A mid-sized private bank from south India earned a record profit of about Rs 1,386 crore in the September quarter, up 45% from a year ago. The number I would underline isn't the… 3 min readRead the postRead every post in full, & the brief every trading day
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19 Oct 2026ResultsMembers
interest bill down 45%, profit up 119%: what six years of repaying debt did for a steel maker
about a third of this quarter's profit jump came from paying the bank less. here's the bridge, the debt chart, & the part that depends on steel prices. 5 min readRead 16 Oct 2026ResultsMembersutilisation 84% to 89%: how an it services firm grew operating profit 30% with fewer people
dollar revenue grew 6.8%, operating profit grew 30.4% & the margin rose for a twelfth straight quarter. here is how much of that can keep going. 4 min readRead 16 Oct 2026ResultsMemberssales up 27%, staff costs up 0.3%: a hair oil maker's operating leverage quarter
the operating margin went from 18.6% to 25.0% because the costs below gross margin barely grew. here is what is likely to last & what may not. 5 min readRead 14 Oct 2026macrothe rbi now sells dollars straight to three oil companies
The RBI took India's three state oil marketers out of the dollar market & put a 20% cash reserve on large import hedges. What changed, who pays & what to watch. 5 min readRead 12 Oct 2026ResultsMembersa 29% margin, three expansions in one week & the cash to pay for them
a one-off gain doubled the headline profit. the plants announced this month say more about the next three years 5 min readRead 6 Oct 2026ResultsMembersthe synthetic rubber maker that sold less & earned 4x more
revenue up 39.9% yoy to a record, ebitda margin 22.3% vs 10.3% & profit after tax up 311% yoy, on 10-12% fewer tonnes. management says part of it was a windfall. here is how much, & what has to go right next. 6 min readRead 25 Sept 2026insuranceinsurance commissions could be cut. who loses?
IRDAI's draft would shrink what banks, NBFCs & brokers earn for selling insurance, in some cases from about 45% of premium to 2%. Here's who earns less, who may gain & what to watch before the 25 October deadline. 6 min readRead 21 Sept 2026ResultsMembersthe abs maker that grew revenue 53% & profit 43% while its plant was already full
revenue up 53.3% yoy, profit up 42.9% yoy, zero debt since 2018 & a plant at 96% utilisation for five years. the growth came from prices & traded material, not tonnes. new capacity is due this month, & the benefit lands in fy28. 7 min readRead 19 Sept 2026ResultsMembersthe specialty chemicals maker that grew revenue 44.1%, doubled profit & added 566 bps of margin in a year
Net profit up 107.7% YoY, all 3 business engines growing together, operating cash running ahead of profit. & the number management itself says will come down. 6 min readRead 13 Sept 2026MacroMembersgold: the next 12 months
A 39% rupee-gold year, a hawkish new Fed, a tripled import duty & what the next 12 months hinge on. 6 min readRead 11 Sept 2026IPOthe monopoly behind 93% of india's trades goes public
Hi everyone, A story from today's corporate intelligence brief (over at hvinvesting.com) worth spending a minute on: the company behind most of India's stock trades is going… 2 min readRead 5 Sept 2026ResultsMembersa beauty house that grew volumes 30.5% & more than doubled its quarterly profit
net profit up 119% yoy, revenue up 31.8% like-for-like, ebitda margin up 636 bps. about 150 bps of that is a one-time item, & that is the part i checked. 6 min readRead 1 Sept 2026ResultsMemberslohia corp: the machine maker behind india's cement & fertiliser bags
The order book doubled, the margin doubled & the listing is a month old. What the June quarter says about the machines behind India's cement & fertiliser bags. 6 min readReadEvery trading day
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