Blog – Page 8 – Katalyst Wealth

[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…

[Stock idea]: Associated Alcohol…moving towards Premium Alcohol segment

July 17, 2025

I was recently looking at Associated Alcohols & Breweries. The company has its proprietary brands in the IMFL segment and is also the contract manufacturer of very renowned brands like – Black Dog, VAT 69, Smirn Off, etc. Company is looking to continuously introduce new and premium IMFL products and at the same time expand into newer markets like Maharashtra, Goa and Karnataka. Below, we have shared notes from the Q4 FY 25 concall of the company to understand its plans for Proprietary…