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[Stock note]: RBZ Jewellers – Targeting 700 cr. sales and 45 cr. PAT in FY 26

November 18, 2025

Recently, while screening for stocks for our Premium Members, I came across RBZ Jewellers. The company works on both B2B and B2C business model wherein it makes jewellery on order for corporates and has a large retail outlet in Ahmedabad. Based on the success of Ahmedabad outlet, the company is planning 4 more outlets in cities like Rajkot, Surat, Vadodara, etc. Below, we have shared notes from Q2 FY 26 concall of the company to understand management’s perspective on growth plans and…

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Nov’25 – Latest special situation opportunity

November 11, 2025

Today, after market hours, we released our latest Special situation opportunity for our Alpha + members and would like to share with you details on the same. As you might be aware, special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, nothing is risk free; however, if carefully analyzed, one can always look for opportunities with low downside risk. At the same time, the holding period in general for such…

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Repco Home Finance (NSE – REPCOHOME) stock presentation at Alpha Ideas 20 20

November 10, 2025

Dear All, Yesterday, I attended Alpha Ideas 20 20 in Mumbai. It was wonderfully organized by Nitin Rao and Paresh Shah. I presented a business analysis of Repco Home Finance (NSE – REPCOHOME).   You can watch the presentation here – click HERE  You can read it here – 9th Nov’25_Repco Home – Alpha Ideas 20-20 meet 2025  Hope you found the blog post useful and it added value to your investment decisions. Sign up for more interesting stock ideas and…

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[Stock idea]: Sealmatic India…Niche small cap company targeting 15-20% sales growth

November 6, 2025

Recently, while screening for stocks for our Premium Members, I came across Sealmatic India Ltd. It’s a small company with 100 crore sales turnover; however, it manufactures a niche product – Mechanical Seal, which is used in multiple industries like, Oil & Gas, Nuclear Power, Chemicals, Pharma, etc. The EBITDA margins are high around 20-25%. Company has expanded capacity by 65% and targeting 15-20% annualized sales growth for next 3 years Below, we have shared notes from June 2025 concall of the…

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