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[Portfolio Stock] – Vadilal Industries…closure update

Hello Sir,Hope you are doing well.A few months back we shared with you on how we have identified a branded processed foods company that has reported 9x growth in sales and 9x growth in PAT in just 4 years in its US business and still available at 10 times next year’s earnings.The company name is Vadilal Industries (NSE: VADILALIND).The detailed report on Vadilal Industries can be read at the following link (free access, no login required) – Click HEREWe shared the report on 31st Jan’22 with our Alpha and Alpha…

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[Stock idea] – Som Distilleries…notes from Q3 FY 23 con-call

Hello Sir,Hope you are doing well.If you enjoy your beer, you might be interested in reading about Som Distilleries Breweries which commands the highest market share in the Beer segment in the state of Madhya Pradesh.The company also has presence in the states of Karnataka, Orissa, Kerala and recently entered the markets of Delhi and Uttar Pradesh.Below, we have shared notes from the Q3 FY 23 con-call transcript of the company: Before that, few days back, we released our New Stock Recommendation for Alpha and Alpha +…

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[Stock ideas] – Basmati rice industry

Hello Sir,Hope you are doing well.Did you know? Basmati is unique to the region and is legally protected as a trade name. “Basmati” is protected under “The Geographical Indications of Goods (Registration & Protection) Act, 1999” of India, which prevents any rice grown outside of the Indo Gangetic area from being called Basmati.KRBL, LT Foods, Chaman Lal Setia are some of the major listed companies from the Basmati rice industry. They are also the the leading processors and exporters of Basmati rice.We have recommended LT…

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[Stock idea] – Surya Roshni…notes from Q3 con-call

Hello Sir,Hope you are doing well.Indian markets have many listed companies from the Steel tubes and pipes industry and the Lighting and Consumer Durable industry. However, there must be very few companies involved in such diverse industries at the same time and Surya Roshni is one of them. We have been looking at Surya Roshni for some time as the company has been performing well.While Surya is more famous for its lighting products; did you know that Steel tubes and Pipes segment accounted…

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