Blog – Page 3 – Katalyst Wealth

[Stock idea]: Kuantum Paper – Valuations approaching Covid-19 lows

August 27, 2026

Companies making paper have gone through tough times in the last few years. On one end they had to deal with higher raw material prices and on the other hand lower finished goods prices. The profits are tending towards cyclical lows and similarly the valuations on metrics like Price to book value and market cap to sales are also closer to covid-19 lows. Here are the notes from Kuantum’s Q1 FY27 earnings call and investor presentation, but before that: Spread…

[Stock idea]: South West Pinnacle – 289% PAT growth…3 numbers from this Q1 that most Investors will miss

August 25, 2026

South West Pinnacle Exploration just posted one of its best-ever quarters — revenue up 53.5% YoY, PAT up 289%. But the more interesting story is buried in the concall: a record order book, two live joint ventures in Oman, and a coal block that won’t generate revenue for two more years. Here’s what stood out when we went through the Q1 FY27 presentation and the July 22 earnings call, but before that: Spread the Word: If you think our stock recommendations…

[Stock idea]: Oriental Rail – ₹1,692 Cr order book, 3x FY26 revenue — first-ever earnings call note

August 20, 2026

Most companies dodge questions about slowing growth. This one held its first-ever earnings call, took 8 rounds of analyst questions, and management stayed on the line explaining exactly why capacity utilization has been stuck — and what changes starting this quarter. We listened to Oriental Rail Infrastructure Limited’s Q1 FY27 concall and read through the investor presentation. Here’s what stood out, but before that: Spread the Word: If you think our stock recommendations could add value to your friends, relatives, or…

[Stock idea]: Faze 3 – ₹950 Cr revenue, 55% capacity utilization — the math here is interesting

August 18, 2026

Most companies chase customers. This one has customers asking for 10x their current order volumes — and it still can’t fully use the factories it already built. We dug into the latest investor presentation of Faze Three Limited, a Silvassa-based home & technical textiles exporter, and a few numbers stood out enough to share with our free readers. Spread the Word: If you think our stock recommendations could add value to your friends, relatives, or acquaintances, we’d appreciate you spreading the word…