Blog – Page 3 – Katalyst Wealth

[Stock idea]: Aeroflex Enterprises – 168 startup bets, 3 exits, one ₹227 Cr sale — inside a capital allocator’s playbook

July 2, 2026

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,…

Jun’26 – Latest special situation opportunity…Open for participation for 2 days

June 30, 2026

Yesterday, 29th Jun’26, after market hours, we released our latest Special situation opportunity for our (opens in new tab)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…

[Stock idea]: Pennar Industries – 20% PAT growth guidance, US expansion, and a debt question worth asking

June 25, 2026

Most people tracking Indian capital goods stocks know the PEB (pre-engineered buildings) names. Fewer are watching Pennar Industries — which now generates 24% of its revenue from the US, runs plants in Tennessee and Alabama, and just committed to 20% PAT growth for FY27. 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 Premium…

[Stock idea]: Health X Platform – India’s Online Pharmacy Play: ₹1,300 Cr Revenue, targeting ₹6,000 Cr

June 23, 2026

The Indian pharma distribution market is a ₹5 lakh crore opportunity by FY28. Most investors are chasing listed retail pharmacy chains. But there’s a less-noticed digital-first player quietly building the supply chain backbone behind 62,000 retail pharmacies — while also running a B2C online pharmacy app. That company is Health X Platform Limited (NSE: HEALTHX), formerly Sastasundar Ventures. Here are my notes, but before that: Help us grow: If you think our stock recommendations could add value to your friends, relatives,…