Blog – Page 12 – Katalyst Wealth

[Stock idea]: Linc Ltd – Expanding beyond Pens with addressable market from 6,640 cr. to 38,500 cr.

August 12, 2025

Recently, while screening for stocks for our Premium Members, I came across Linc Ltd. As I dug deeper, realized it’s the same company which makes LINC pen. The first thought was this must be a slow growing or declining category with all the digitization all around; however, on reading further realized that company is aiming for 15-20% sales CAGR on the back of premiumization, diversification and exports. Below, we have shared notes from Q4 FY 25 concall of the company to…

[Stock note]: Kilitch Drugs – 2.5 bagger case study…Trick to identify such stocks early?

August 8, 2025

I was recently looking at Kilitch Drugs (India). The stock came in our radar as the company has approved a rights issue of Rs 50 crore for a Greenfield project. While digging deeper in the company, I found some interesting details regarding actions taken by the promoters in 2021-22 and will share details below to understand how can one screen for stocks which may end up performing well in future. Investing is probabilistic and the idea is to invest in stocks where the…

[Stock idea]: Dhabriya Polywood – Small and fast growing company in UPVC window, profile and furniture segment

August 5, 2025

Recently, while screening for stocks for our Premium Members, I came across Dhabriya Polywood. What I found interesting was there’s been good growth in Sales and PAT since FY 21, no equity dilution and no major increase in debt. The company deals in PVC and UPVC windows and profiles, UPVC furniture, fluted walls and ceiling panels, etc. Below, we have shared notes from Q4 FY 25 concall of the company to understand management’s perspective on Product segment, industry outlook, capacity utilization…

Update: New stock recommendation for Alpha/Alpha + members on 30th Jul’25

July 31, 2025

This post is regarding an important update: Update – On 30th Jul’25, Wednesday, post market hours, we released a new stock recommendation for Alpha and Alpha + members. The stock recommended is: Related to Chemical sector Few months back, promoter bought a large chunk of shares from the open market Trading at a deep discount to its historical valuations For FY 26, management targeting improvement in profitability and cash flows Sector experiencing good tailwinds Other stocks recommended in the month…