Radico Khaitan - Premiumisation Trend

Indian Consumer moving up the value chain

Aug 10 • 

Pankaj Garg

2

July 2025

Laurus Labs Ltd.

Will the history repeat?

Jul 25 • 

Pankaj Garg

17

3

Quality Power Electrical Equipment Ltd

Beneficiary of Transmission Capex

Jul 21 • 

Pankaj Garg

5

India’s Chemical Industry: The Next Global Manufacturing Hub?

Notes from NITI Aayog Report - Chemical Industry: Powering India’s participation in Global Value Chains

Jul 8 • 

Pankaj Garg

7

1

June 2025

Book: The Kill Chain

Understanding the Defence Sector

Jun 29 • 

Pankaj Garg

7

1

Revisiting: Apar Industries

In a nutshell, long-term triggers like the capex on transmission, shift to Solar and Wind, investments in railways, and premiumisation, etc., are still…

Jun 21

6

3

Energy Transition #11: Quest for Security

Security > Economic Efficiency > Environment

Jun 7

1

Revisiting: Unimech Aerospace

Immense tailwinds, but need a close watch on execution

Jun 1 • 

Pankaj Garg

1

May 2025

Revisiting: Zen Technologies

A relevant player in the new age warfare

May 24 • 

Pankaj Garg

2

March 2025

Energy Transition #10: What are SMRs?

India's Nuclear Ambitions!!

Mar 18

February 2025

Energy Transition #9: Carbon Credits Market

Takeaways from PRAKRITI 2025 - India's first-ever international conference on carbon markets, ,

Feb 27

2

1

Learning New Things #3: What is Ergodicity?

Applying Ergodicity in Investing!! A model for risk

Feb 25 • 

Pankaj Garg

1