capex – Katalyst Wealth

[Stock note] – Nitin Spinners…800 crore CAPEX and demand revival in cotton yarn segment

July 5, 2024

Hello Sir, Hope you are doing well. Manufacturing cotton yarn seems like a boring business, but based on my reading of various con-calls, it seems like the sector is poised for good times ahead. I was recently looking at Nitin Spinners. The company manufactures cotton yarn and knitted and woven fabric. It recently completed 800 crore + CAPEX. In general, the management sounded positive about the prospects of cotton yarn industry with stable cotton prices and good export demand. Below, we…

[Stock notes] – Satia Industries…capacity doubled in 2022…what next?

February 9, 2024

Hello Sir, Hope you are doing well. Sometime back, I came across a stock Satia Industries. While the company is involved in the so called boring business of paper manufacturing, what’s interesting is that is has grown sales at a consistent pace of 20% annualized over the years. The company recently doubled the capacity in 2022 and planning further expansions. Looking at the overall growth and the quality of numbers, we decided to look at the company in greater detail. Below,…

[New Stock Reco]: Expecting profit to double in the next 4 years

September 30, 2023

Hello Sir, Hope you are doing well. We have released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same. We focus on growth oriented, owner operated, leading companies in their respective segments that are trading at reasonable valuations and invest with a horizon of 3-4 years. The one shared on Friday fits our framework as it’s a sub Rs 2,500 crore market cap stock, among the top 2 players…

[Stock Recommendation]: Sub 3000 crore market cap, fast growing Specialty chemicals company

September 7, 2023

Hello Sir, Hope you are doing well. Sometime back we released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same. We focus on growth oriented, owner operated small-mid cap companies that are trading at reasonable valuations and invest with a horizon of 3-4 years. The latest one fits our framework as it’s a sub 3,000 crore market cap stock, largest player in India in some of the Specialty…