Blog

Recently I came across India Nippon Electricals (NSE – INDNIPPON). The company is a leading maker of Ignition Systems for 2 wheelers and is now expanding into future technologies such as sensors, controllers, converters and engine control units etc. It came to my notice because since the last 4-5 years the company has been reporting good growth in sales and profits. Below, we have shared notes from the Q4 FY 25 presentation of the company to understand the company better.   Important Update –…

Recently I came across Parag Milk Foods (NSE – PARAGMILK). The company claims to command 35% market share in the cheese category and 22% in branded cow ghee segment. It came to my notice because it announced a preferential allotment of warrants to Promoters and Non-promoters at a price of Rs 179.10/- per warrant. The non-promoters include marquee investors like Mr. Utpal Sheth and company’s employee Mr. Ankit Jain. Below, we have shared notes from the Q4 FY 25 concall of the company…