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[Stock idea]: RBZ Jewellers – Targeting 700 cr. sales in FY 26 from 530 cr. in FY 25

Recently, while screening for stocks for our Premium Members, I came across RBZ Jewellers. RBZ is both a B2B and B2C jewellery manufacturer and retailer. Under B2B, the company supplies custom-designed gold jewellery to ~190 retailers across 72 cities in 20 states, while under B2C, the company operates a single large showroom (11,667 sq ft) under the brand ”Harit Zaveri Jewellers” in Ahmedabad. Company will soon open 2 showrooms in Surat and Rajkot each. Below, we have shared notes from Q1 FY 26 concall…

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[Stock idea]: Linc Ltd – Expanding beyond Pens with addressable market from 6,640 cr. to 38,500 cr.

Recently, while screening for stocks for our Premium Members, I came across Linc Ltd. As I dug deeper, realized it’s the same company which makes LINC pen. The first thought was this must be a slow growing or declining category with all the digitization all around; however, on reading further realized that company is aiming for 15-20% sales CAGR on the back of premiumization, diversification and exports. Below, we have shared notes from Q4 FY 25 concall of the company to…

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[Stock note]: Kilitch Drugs – 2.5 bagger case study…Trick to identify such stocks early?

I was recently looking at Kilitch Drugs (India). The stock came in our radar as the company has approved a rights issue of Rs 50 crore for a Greenfield project. While digging deeper in the company, I found some interesting details regarding actions taken by the promoters in 2021-22 and will share details below to understand how can one screen for stocks which may end up performing well in future. Investing is probabilistic and the idea is to invest in stocks where the…

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[Stock idea]: Dhabriya Polywood – Small and fast growing company in UPVC window, profile and furniture segment

Recently, while screening for stocks for our Premium Members, I came across Dhabriya Polywood. What I found interesting was there’s been good growth in Sales and PAT since FY 21, no equity dilution and no major increase in debt. The company deals in PVC and UPVC windows and profiles, UPVC furniture, fluted walls and ceiling panels, etc. Below, we have shared notes from Q4 FY 25 concall of the company to understand management’s perspective on Product segment, industry outlook, capacity utilization…

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