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[Stock idea]: Best Agrolife…Promoter buying and can it script a turnaround

July 15, 2025

Recently I came across Best Agrolife Ltd (NSE – BESTAGRO). Stock is down from 1,600 odd levels to 400 currently. It briefly touched lows of 250 in Mar’25. What’s interesting is that in Mar’25 itself, Promoters bought shares worth Rs 2 crore from the open market around 270 odd levels. Due to the above factors, got interested in the stock and went through its Q4 FY 25 concall which has some interesting details about the business and the management’s plans for…

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Jul’25 – Latest special situation opportunity

July 10, 2025

Yesterday, 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 opportunities is 3-5 months.…

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[Stock idea]: Talbros Engineering…Leading Axle Shaft manufacturer for Auto OEMs

July 9, 2025

Recently I came across Talbros Engineering (BSE – 538987). The company is engaged in manufacturing automotive rear axle shafts and other splined shafts and forgings used in commercial vehicles, utility vehicles and tractors. When looking at the numbers, what I found interesting was – continuous growth in sales, no equity dilution and major CAPEX spend in the last 3-4 years. Below, we have shared notes from the Jul’25 CARE credit rating report to understand the company better.   Important Update – On 3rd Jul’25,…

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