demerger

NRB Bearings domestic presence

[Stock idea]: NRB Bearings – From a factory fire to a ₹2,500 cr roadmap: NRB Bearings’ Q4

NRB Bearings just posted a 77% jump in full-year PAT — but the real story is what happened before this year, not during it. A factory fire, a family settlement, and a demerger all hit this company in the last three years. Q4 FY26 is the quarter management says draws a line under all three. Here’s what stood out, but before that: Spread the Word: If you think our stock recommendations could add value to your friends, relatives, or acquaintances, we’d appreciate you…

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[New Stock Reco]: Management targeting 20-30% sales growth for next few years

Hello Sir, Hope you are doing well. Yesterday, we released new stock recommendation for (opens in new tab)Alpha and Alpha + Members and would like to share with you details on the same. It’s a leading company and key beneficiary of strong growth in Real Estate segment. Based on our analysis, the stock looks interesting for the next 3-4 years due to the following reasons: In the last 3 years, the company has more than doubled its sales and management is…

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[Special Situation] – Jasch Industries and Jasch Gauging…demerger case

Hello Sir, Hope you are doing well. On 19th Sep’23, we released Jasch Industries (BSE Code – 500220) Special situation opportunity for our (opens in new tab)Alpha + members and would like to share with you details on the same. It was a demerger based opportunity wherein Jasch was running 2 diverse businesses and intended to demerge the industrial gauges business and list it separately. The terms of the demerger were simple – The gauges business was to list separately as Jasch Gauging while Jasch…

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[Sep’23 Special situation]: Demerger opportunity – Expecting value unlocking

Hello Sir, Hope you are doing well. Today we released new Special situation opportunity for our (opens in new tab)Alpha + members and would like to share with you details on the same. The detailed note can be accessed (opens in new tab)HERE Special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, every investment opportunity comes with certain risks; however, if carefully analyzed, one can always participate in opportunities with seemingly…

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