Blog – Katalyst Wealth

New Alpha/Alpha + Stock reco dropping in 1 day: A global leader at the turn of its cycle

November 6, 2026

Our next (opens in new tab)Alpha/Alpha + recommendation goes out to members tomorrow. We won’t reveal the name yet, but here’s a quick look at what we found: A 40+ year old, technocrat-promoted company that is the world’s largest producer of several of its products, selling to 100+ countries For five years its topline went nowhere: cheap imports pushed realisations down in three straight years. Volumes still grew every single year It has just completed a ~₹500 Cr + capex…

[Stock idea]: Wealth First Portfolio Managers – From ₹9,000 cr to ₹20,000 cr: Wealth First’s five-year plan

November 5, 2026

Wealth First’s Q2 profit fell 47%. Yet its core business, recurring commissions earned on client assets, posted its highest-ever quarter. The decline came from one-off income that didn’t repeat, plus spending on a new asset management company (AMC) and an insurance broker. The harder questions sit elsewhere. Trail revenue grew 4.7% while the advisor team grew 45%. And the company is buying a Mumbai wealth firm owned by its own promoter group. Our notes from the presentation are below, but…

[Stock idea]: South West Pinnacle – From drilling for others to owning a coal mine

October 29, 2026

South West Pinnacle drills for coal, minerals, oil, gas and groundwater for clients like Reliance, Hindustan Zinc and ONGC. Its Q1 profit rose 287%, and its order book has hit a record ₹761 cr, more than 3x last year’s revenue. The other side: Two contracts make up about 60% of that order book. And the company is preparing to fund a coal mine and an Oman mining block. Our notes from the presentation and the concall are below, but before…

[Stock idea]: Alivus Lifesciences – Its biggest customer cut orders by 53%. Profit still rose 32%

October 27, 2026

Alivus Life Sciences (formerly Glenmark Life Sciences) saw sales to its largest customer, former parent Glenmark Pharmaceuticals, fall 53% in Q1. Total revenue still grew 6%, and profit grew 32%. The rest of the business grew 26.5%, mostly on volume, and margins hit a record. But to meet its own full-year guidance, Alivus now needs the best three quarters in its history. Our notes from the presentation and the concall are below, but before that: Spread the Word: If you…