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Published notes (32)

• The El Niño Files 04 — The Rate Cut Held Hostage15 Jun 2026
• The El Niño Files 05 — Inflation Arrives by Ship15 Jun 2026
• The El Niño Files 03 — The India Playbook12 Jun 2026
• The El Niño Files 01 — What on Earth is El Niño?10 Jun 2026
• The El Niño Files 02 — Where We Actually Stand10 Jun 2026
• Steel Strips Wheels — Q4 FY26: The Mix Shift Is the Signal08 Jun 2026
• Titagarh Rail — Q4 FY26: The Passenger Pivot Converts05 Jun 2026
• Yatharth Hospital — Q4 FY26: Built the Network, Now Fill It29 May 2026
• SAMHI Hotels — Q4 FY26: The Deleverage the Market Hasn't Priced27 May 2026
• Shyam Metalics — Q4 FY26: Record Quarter, Platform in the Making26 May 2026
• Apollo Hospitals — Q4 FY26: Three Businesses, One Discount25 May 2026
• Oswal Pumps — Q4 FY26: The KUSUM 2 Call Option21 May 2026
• The Architects — Edition 0518 May 2026
• The Policy Wall — Edition 0415 May 2026
• The Cell Transition — Edition 0312 May 2026
• The Integration Trade — Edition 0208 May 2026
• Polycab India — Q4 FY26: Right Story, Right Price07 May 2026
• The Solar Decade — Edition 0106 May 2026
• Shyam Metalics — Q2 FY26: cost discipline holds the floor11 Nov 2025
• Polycab — Q2 FY26: the W&C super-cycle thesis is intact04 Nov 2025
• Shyam Metalics — initiating coverage with 28% upside08 Oct 2025
• Titagarh Rail — riding India's metro wave14 Sept 2025
• The festive rally is set to start10 Aug 2025
• Steel Strips Wheels — Q1 FY26: margin story on schedule08 Aug 2025
• Yatharth Hospitals — Q1 FY26: growth intact, noise near-term07 Aug 2025
• ABDL — Q1 FY26: premiumisation continues01 Aug 2025
• Polycab — Q1 FY26: distribution depth doing the work22 Jul 2025
• Steel Strips Wheels — 44% upside on auto-ancillary triggers28 Jun 2025
• Yatharth Hospitals — positioned for the long game01 Jun 2025
• ABDL — an alco-bev distribution giant playing the long game20 May 2025
• Narrowing India–US bond spreads20 May 2025
• Polycab — a structural play on India's infrastructure boom18 May 2025