Blog – Katalyst Wealth

[Stock idea]: Sandhar Technologies – Company wants to double revenue every 3–4 years

September 29, 2026

Sandhar Technologies closed FY26 with record revenue of ₹4,852 cr, up 25%, and PAT up 40%. Its reported EBITDA margin also improved, from 10.3% to 10.6%. That margin, however, includes other income, and other income jumped from ₹17 cr to ₹75 cr in FY26, mostly from one-time asset sales. Our notes below separate the growth that’s real from the growth that’s one-time, but before that: Spread the Word: If you think our stock recommendations could add value to your friends, relatives,…

[Stock idea]: GPT Healthcare – PAT up 66%, but occupancy fell. Here’s why that’s okay (for now)

September 24, 2026

GPT Healthcare’s Q1 numbers looked excellent: revenue grew 18% and profit grew 66%. Network occupancy, however, fell from 53% to 45.5%, and ARPOB rose 9% without any tariff hike. Both of those facts matter for how you read the next quarter. Below are our notes from the presentation and the concall, organized so you can go into Q2 results knowing what to check, but before that: Spread the Word: If you think our stock recommendations could add value to your friends,…

[Sep’26] New Insider Bets stock recommendation dropping tonight

September 21, 2026

We’re releasing a new stock recommendation tonight under Insider Bets subscription. The Setup: Why this stock caught our attention – Promoter warrant conversion at a premium to CMP + capacity-led earnings inflection + reasonable valuations: Insider conviction, not just words: In FY24, the promoter group was allotted around 1 crore convertible warrants. They’ve since converted every single one – committing over ₹100 crore of personal capital – even as the stock now trades below that price. Promoters don’t usually pay…

[Stock idea]: Kiri Industries – A ₹20,000-25,000 crore guidance number, quietly dropped mid-call

September 15, 2026

Kiri Industries just received USD 689 million after an 11-year legal battle over its DyStar investment finally concluded. Consolidated PAT for the quarter came in at ₹270 crore — a number that looks spectacular until you see where it’s actually coming from. On the earnings call, a shareholder directly asked management why, after a decade of waiting, there’s still no dividend. The answer, and what the numbers underneath the headline actually show, are both worth reading before treating this quarter…