promoter change

National Fittings

[Stock idea]: National Fittings: record revenue, 86% jump in core profit, and a promoter change

National Fittings Limited just closed out FY26 with its highest-ever annual revenue — and in the same year, its founding promoter sold out entirely to a new group with four decades in the castings business. That’s not a coincidence of timing. The annual report lays out a company mid-transition, with a capacity expansion plan that’s genuinely outsized relative to its current scale. Here are the notes from National Fittings’ FY26 Annual Report:, but before that: Spread the Word: If you think…

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Jul’25 – Latest special situation opportunity

Yesterday, we released our latest Special situation opportunity for our (opens in new tab)Alpha + members and would like to share with you details on the same. As you might be aware, 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, nothing is risk free; however, if carefully analyzed, one can always look for opportunities with low downside risk. At the same time, the holding period in general for such…

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[Special Situation] – Glenmark Lifesciences…open offer and promoter change case

Hello Sir, Hope you are doing well. On 13th Oct’23, we released Glenmark Lifesciences (NSE Code – GLS) Special situation opportunity for our (opens in new tab)Alpha + members and would like to share with you details on the same. The corporate action is still ongoing and we haven’t closed the opportunity as yet. Basically, we initiated it in Oct’23 around 650 odd levels and the current price is around 720. In between, the company also paid out Rs 22.50/- per share dividend.   What was the special situation in this opportunity? –…

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