Blog – Page 33 – Katalyst Wealth

[Stock idea] – Sahyadri Industries…Can this be a good Contra pick in overheated market?

September 2, 2024

Hello Sir, Hope you are doing well. I was recently reading about Sahyadri Industries. Can you imagine, even in this bull run, the stock is down almost 60% from its highs of 840 odd levels and currently trading around 350. I enjoy looking at such stocks because the idea is to allocate some part of the portfolio to contra picks which may end up doing well over the next 2-4 years. Below, we have shared our notes from the Q1 FY 25 con-call…

[Stock Idea]: Som Distilleries & Breweries – 8 bagger since Mar’21…how could one have picked the stock in Mar’21

September 1, 2024

Hello Sir, Hope you are doing well. Recently I came across Som Distilleries & Breweries. It’s been an 8+ bagger since Mar’21. 8 bagger is fine. The question is how could one have picked the stock in Mar’21 for the subsequent gains? The company reported one of its worst performance in FY 21 with both operating and net losses. Despite the poor performance in FY 21, let’s check out, how could one have picked the stock in Mar’21 before the performance started improving…

Repco Home Finance (NSE – REPCOHOME) stock presentation at IAS 2024

August 26, 2024

Dear All, Last week I attended Investing Accelerator Summit 2024. It was wonderfully organized by Vivek Mashrani, Ishmohit, Utkarsh Pandey and Vipul Makwana. I presented a business analysis of Repco Home Finance (NSE – REPCOHOME). You can read it here – 23rd Aug’24_Repco Home – IAS 2024 Disclaimer: This is not a recommendation to buy/sell Repco Home Finance. I have personal investment in Repco Home Finance and have also recommended it to clients from lower levels. The securities quoted…

[Stock idea] – Sterling Tools…1 of the largest MCU suppliers for EVs in India

August 13, 2024

Hello Sir, Hope you are doing well. I was recently reading about Sterling Tools Ltd. The company is the 2nd largest automotive fastener manufacturer in India. However, what I found interesting is that it has a subsidiary – SGEM. The contribution from the same was 0 till FY 21 and at the end of FY 24, it accounted for 35% of the consolidated revenue. What SGEM does – It is one of the largest Motor Control Unit (MCU) suppliers for Electric Vehicles in…