capex

Sep’25 Insider Bets stock: Major improvement in PAT + Major Pref. allocation to Promoters

September 15, 2025

Yesterday, 14th Sep’25, we will release our 5th stock report under “Insider Bets“ subscription. You can read the 1st report on Lords Chloro Alkali (NSE – LORDSCHLO) by clicking HERE Below, we have shared some details on the Sep’25 Insider Bets stock recommendation. Before that, the basic idea behind Insider Bets recommendations is that Promoters know their company best. When they buy more shares or invest additional funds, especially during downturns, it may indicate they see value at lower prices or expect a turnaround in the company’s or industry’s fortunes.…

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[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…

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[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,…

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