Is Water and Wastewater Industry at an Inflection?

“Water is life's matter and matrix, mother and medium. There is no life without water.” India is home to a whopping 18% of the world’s population, but it only has about 4% of the world's resour...

Niveshaay Annual Letter 2024

It's that time of the year when we put our thoughts to perspective, reflect on our past successes and what didn’t work for us, evaluate areas for improvement, and convene with our team to set goals...

India’s Consumer Boom Unveiled

The first two decades of this century were China’s, then this decade and beyond will be India’s. The consumption story in India is just unfolding. - Sanjiv Mehta, Former CEO and MD, HUL India,...

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...