20 Microns’ FY25 Results – A Consistent Performer Delivers again

20 Microns, a leading material science company, closed FY25 with a strong revenue momentum. For FY25, the company reported revenue growth of 17%. This was its highest growth rate in ten years, if you ignore the Covid rebound year, FY22, when topline grew 27% after a 9% contraction the previous…

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CL Educate begins a new innings in FY26

Having completed the acquisition of the Digital Exam Assessment (DEX) business of NSEIT Limited, CL Educate is set to begin a new phase in its evolution from FY26. The DEX business showed up for the first time in CL Educate’s financials when it declared its Q4 and full year results…

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Why the Government Needs to Reassess Its Ethanol Blending Push

The Central Government’s drive to achieve 20% ethanol blending with petrol by the Ethanol Supply Year (ESY) 2025-26 is impressive, with public sector Oil Marketing Companies (OMCs) already achieving a blending rate of 19.7% in February 2025. For the current ESY (November 1, 2024, to October 31, 2025), the ethanol…

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Unlocking Growth Potential: Why CL Educate Deserves Investor Attention

In today’s volatile market conditions, value investors are on the lookout for opportunities among undervalued stocks with strong fundamentals. CL Educate Limited, a prominent player in India’s EdTech and MarTech sectors, offers one such compelling investment case, at a share price of Rs 80. At current values, the stock offers…

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Beaten down Dindigul Farm Products offers value at this price

Dindigul Farm Products (DFPL), which came out with an IPO on the BSE SME Exchange in June’24 at a price of Rs 54, currently quotes at around Rs 30, over 40% lower than the IPO price. The high / low for the 8 months of its listed history is Rs…

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CL Educate Completes Acquisition of NSEIT’s DEX Business

CL Educate Limited, a leading Indian education company listed on NSE and BSE, announced the successful closure of its acquisition of the Digital Exam Assessment (DEX) business of NSEIT Limited, a step-down subsidiary of the National Stock Exchange of India (NSE). This acquisition strengthens CL Educate’s position in the fast-growing…

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How Tata Son’s Chandra has contributed to marathon running

This Sunday was marathon day in Mumbai. Typically held on the third Sunday of January, the Mumbai marathon is India’s flagship marathon. Over 60,000 people participated in the  today. The Tata Group, jointly with TCS, became the title sponsor of the Mumbai marathon in 2018, which had the Standard Chartered…

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Should large IT distributors enter e-Waste Recycling

Is Rashi Peripherals, among the largest IT distributors in the country, missing a trick by not having entered the e-waste recycling business? Rashi’s market cap could well get overtaken in 2025 by a e-waste recycling company: Eco Recycling. See the table below. Rashi’s market cap at ~Rs 2800 crore while…

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Asian Paints feeling the heat

Earlier this year, on 15th July, we wrote in a post titled ‘The Coming Paint Wars’ Asian Paints is likely to underperform for a considerable period. Since then, it has declared two quarterly results, for Q1 and Q2 FY25. After the Q2 results, which came out this Friday, the stock…

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What can Iranians learn from Ratan Tata?

Ratan Tata was from the Parsi community, which came to India several centuries ago, fleeing religious persecution in their homeland – Iran. Cut to the present. India has a thriving community of Parsis, while Iran has thriving religious persecution. How did it come to this? This is for the Iranian…

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