Blog

New Insider Bets stock recommendation dropping tomorrow

We’re releasing a new stock recommendation tomorrow under Insider Bets subscription. The Setup: The short version of why this one caught our attention: Commodity to Value and techology led transformation: Company transforming from a capacity-driven, manual, India-only commodity business toward a value-led, technology-enabled (IoT/CNC/MES, AI-assisted design, robotics), globally diversified engineering platform Improving fundamentals: Sales have grown at double digits and profit margins have expanded every year for four years running, with management guiding for more of the same Growth visibility: A fast-growing international business, anchored…

Read More
Aeroflex business model

[Stock idea]: Aeroflex Enterprises – 168 startup bets, 3 exits, one ₹227 Cr sale — inside a capital allocator’s playbook

Most companies talk about revenue growth. Very few talk about knowing when to sell. Last week, a diversified Indian holding company closed the sale of a business it had built for just 21 months — at a 107% XIRR. No fanfare, no analyst calls flooded with questions. Just a quiet, well-executed exit. That’s rare. And it’s worth understanding why. Here are my notes, but before that: Help us grow: If you think our stock recommendations could add value to your friends, relatives,…

Read More

Jun’26 – Latest special situation opportunity…Open for participation for 2 days

Yesterday, 29th Jun’26, after market hours, we released our latest Special situation opportunity for our (opens in new tab)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…

Read More
Pennar transformation

[Stock idea]: Pennar Industries – 20% PAT growth guidance, US expansion, and a debt question worth asking

Most people tracking Indian capital goods stocks know the PEB (pre-engineered buildings) names. Fewer are watching Pennar Industries — which now generates 24% of its revenue from the US, runs plants in Tennessee and Alabama, and just committed to 20% PAT growth for FY27. Here are my notes, but before that: Help us grow: If you think our stock recommendations could add value to your friends, relatives, or acquaintances, we’d appreciate you spreading the word about Katalyst Wealth.   Latest Stock recommendations for Premium…

Read More