Blog – Page 6 – Katalyst Wealth

[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…

[New Stock Reco]: Fast growing Cement company available at only 0.4 times replacement cost

August 6, 2024

Hello Sir, Hope you are doing well. 2 days back, we released new stock recommendation for Alpha and Alpha + Members and would like to share with you details on the same. It’s a fast growing well managed Cement company and available at only 0.4 times replacement cost of around Rs 850 crore per MTPA. Cement sector is going through a phase of consolidation and small cement companies are getting acquired in the range of Rs 700-900 crore per MTPA. Key Points about the New Stock…