Launch – Niveshaay Consumer Trends Portfolio

India is a consumption-driven story. What works in India’s favor on the private consumption front is the size of its consumer base, the rising income, and the aspirations of its young population...

‘The Vijay Kedia Meet’

The Niveshaay team got lucky to get an opportunity to meet and interact with Mr. Vijay Kedia who is know for his spectacular success in investments like Atul Auto Ltd. (100x), Cera Sanitaryware (100x...

Niveshaay’s Approach in the Valuation Reset Market Mood

Whenever there is a correction in the market, the first question that comes to our mind is, “Is it a good time to stay invested or is it better to pull out of the market?” We tend to make analogi...

Gokaldas Exports Ltd.- Q4 Results Analysis & Conference Call Highlights

2nd May, 2022 Report Covers: About the company Results and Conference Call Highlights Financials Conclusion Initial Coverage on the company (attached) Research Analyst: Gunjan Kabra (i...

Year end review FY 2021-22

Dear Investors, Prima Facie, equity as an asset class in last 2 years has given splendid returns to investors given the low base formed in March 2020. Our strategy has turned out to be fruitful in ou...

Our Take on the Budget 2022-23

Builds on the growth momentum through a Higher Multiplier Effect (Manufacturing, Digitization and Sustainability) CAPEX to continue to drive growth The Indian economy is expected to grow at 9.2 per...

Borosil Renewables Ltd. – The rising solar giant of India

The exemplary journey of Borosil Renewables Ltd. where it has recently crossed $ 1 billion market cap which was around $ 10 million to $ 100 million for almost a decade. The story of Borosil Renewab...

Correction in Smallcap Index – Time to Recall optimism and Add more?

Dear Investors, One should understand that the fluctuations in the markets are inevitable and one cannot expect linear returns in Equity Market. Market returns are cyclical in nature which are caused...

Rain Industries Ltd. CY Q2 2021 Update

Rain Industries Ltd. reported results that were exactly in-line with the expectations. The company was able to maintain normalised margins despite increase in raw material cost. Please find the attac...

Niveshaay’s Smallcase Q1 FY 22 Performance Update

Q1 FY 22 was absolutely fantastic for the Small-cap index, the small-cap index has delivered a 12% higher return to Nifty 50. Shares of Small-cap companies have been on a roll with the Small-Cap inde...

Green Energy Portfolio

This is a portfolio of stocks, which will get benefit from the energy transition. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and con...

Borosil Renewables Ltd. Q3 FY21 Update

Please find the attached note on the quarterly result update of Borosil Renewables Ltd. niveshaay-borosil-renewables-updateDownload   Disclaimers and Disclosures SEBI Registration No. :INH000017338,...