Blog

Nov’25 – Latest special situation opportunity

November 11, 2025

Today, after market hours, 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…

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Repco Home Finance (NSE – REPCOHOME) stock presentation at Alpha Ideas 20 20

November 10, 2025

Dear All, Yesterday, I attended Alpha Ideas 20 20 in Mumbai. It was wonderfully organized by Nitin Rao and Paresh Shah. I presented a business analysis of Repco Home Finance (NSE – REPCOHOME).   You can watch the presentation here – click HERE  You can read it here – 9th Nov’25_Repco Home – Alpha Ideas 20-20 meet 2025  Hope you found the blog post useful and it added value to your investment decisions. Sign up for more interesting stock ideas and…

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[Stock idea]: Sealmatic India…Niche small cap company targeting 15-20% sales growth

November 6, 2025

Recently, while screening for stocks for our Premium Members, I came across Sealmatic India Ltd. It’s a small company with 100 crore sales turnover; however, it manufactures a niche product – Mechanical Seal, which is used in multiple industries like, Oil & Gas, Nuclear Power, Chemicals, Pharma, etc. The EBITDA margins are high around 20-25%. Company has expanded capacity by 65% and targeting 15-20% annualized sales growth for next 3 years Below, we have shared notes from June 2025 concall of the…

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[Stock idea]: Marksans Pharma…Targeting 3000 crore sales in FY 26

November 4, 2025

Recently, while screening for stocks for our Premium Members, I came across Marksans Pharma. The stock is down from 350 odd levels to 190 currently. The company has reported consistent year on year growth in sales and is debt free on net basis with Rs 700 crore + cash. For FY 26, the management is targeting Rs 3,000 crore sales with 16-18% EBITDA margins. Below, we have shared notes from Q1 FY 26 concall of the company to understand management’s perspective…

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