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Aries Agro: A Confounding Drawdown

A severe price decline despite improving profitability and low valuation Aries Agro’s stock price performance over the past four months has been underwhelming and clearly incommensurate with recent improvements in its fundamentals. Its operating revenue had doubled over the past five years; revenue growth averaged more than 15% over the past seven quarters; operating profit…

Control Print: Perhaps the Tough Times are Behind

Despite a 150% increase in 2023, the stock declined due to reduced earnings.

Recent positive trends in revenue and profitability suggest a potential turnaround.

This content attempts a comprehensive overview of Control Print’s investment prospects.

RACL Geartech: Prospects have Got Better

The September 2025 quarter’s performance has notably enhanced RACL Geartech’s investment outlook.

The stock exhibits strong cash flows and capital allocation, along with solid gross profit margins.

The earnings slowdown, which had been a significant burden on the stock for some time, appears to have concluded with the positive earnings turnaround in the…

Cantabil Retail: A Stock to Watch

Cantabil Retail has shown promising signs of recovery after three years of price stagnation and earnings slowdown.

With improved financial results and a notable increase in earnings per share, this apparel retailer is positioned for growth.

The stock, trading around ₹250, presents a potential opportunity, especially as its valuation remains reasonable against a…

L G Balakrishnan & Bros: End of a Sabbatical

L G Balakrishnan & Bros (LGBB) has shown a remarkable turnaround in its financial performance, as evidenced by a substantial increase in its stock price and improved profitability metrics.

Initially, the stock stagnated despite consistent earnings growth, but it surged 35% to ₹1,900 per share in November 2025, driven by impressive quarterly results.

While…

Natural Capsules: Holding Through Hard Times

Natural Capsules, once a high-flying stock that surged 1,200% from ₹45 to ₹600 between June 2020 and September 2022, has since declined 70% from its peak.

Despite substantial capital investments to expand manufacturing capacity and enter the API sector, the company has struggled with stagnant revenue and declining operating profit for over 11 consecutive…

Dynemic Products: Understanding Its Indifference

Dynemic Products has experienced a notable disconnect between its operational performance and stock price.

After a remarkable increase from ₹150 to ₹600 per share, the company faced a significant decline, and despite recent earnings improvements, the stock remains stagnant at ₹300.

This paradox raises questions about the gap between market expectations and actual…

Pakka: A Falling Knife

Pakka is undertaking its largest capital expansion to date, including significant upgrades and capacity increases. While this expansion carries risks in the short term, it could enhance the company’s operational capabilities and market position, leading to recovery and growth once the current slowdown passes.

Pakka distinguishes itself from typical paper companies by focusing on sustainable…

Going About It

The content discusses the importance of having a robust investment process for individual investors, emphasising the need to focus on a manageable selection of stocks while avoiding common mistakes.

It advocates for contrarian investing, highlighting the value of learning from past errors and evaluating investment managers based on their approach rather than recent performance.

Decoding Kanpur Plastipack’s Stock Surge

Kanpur Plastipack, an industrial bulk packaging solutions provider, recently caught my attention with its remarkable 110% stock surge in May 2025 and subsequent consolidation.

The company has demonstrated an impressive recovery in operating performance over the past five quarters.

Its future seems very promising, as it expands its footprint into new markets like Japan and…

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