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Control print long term value driver

[Stock idea]: Control Print – 23,000 printers, ~20% market share, and a 35-year profit machine

Control Print just posted its highest-ever Q4 revenue — ₹134.2 crore, up 21.9% YoY, with EBITDA growing even faster at 24.9%. But the more interesting story is what’s underneath the number: a business quietly compounding an installed base of 23,000+ printers into a high-margin, recurring consumables engine, while placing patient, long-horizon bets on what comes next. In May 2014, we also created a detailed report on the company when it was around 54 odd levels. You can read the report (opens…

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MMP segment wise performance

[Stock idea]: MMP Industries – A fire burned ₹45-50 Cr of revenue. They still posted their best year eve

Most investors look at a PAT number and move on. The investors who find compounders early read the footnotes. MMP Industries just reported its highest-ever quarterly and full-year revenue — and buried inside the numbers are three businesses nobody is talking about yet. 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…

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[Report] New Insider Bets stock released – Promoter increasing stake + business transformation + Reasonable valuations

Yesterday, we released a new stock recommendation for (opens in new tab)Insider Bets members. The Setup: Why this stock caught our attention – Promoter increasing stake + business transformation + Reasonable valuations. 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…

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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,…

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