Part 2 of an Investor Series on CL Educate’s Strategic Acquisition In the first article of this series, we argued that DEXIT Global is often mischaracterised as an “exam services company,” when in reality it functions more like mission-critical examination infrastructure. This second note goes one level deeper — into…
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Part 1 of an Investor Series on CL Educate’s Strategic Acquisition When CL Educate acquired DEXIT Global from the National Stock Exchange (NSE) last year, the transaction was widely described as an acquisition in the “digital assessment” or “exam services” space. That description, while factually correct, does not fully capture…
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A few days ago, the Indian Parliament passed the Promotion and Regulation of Online Gaming Bill, 2025, which bans all forms of real money gaming (RMG)—including games involving stakes, betting, or gambling—whether based on skill or chance. This will have severe impact on major companies in this space like Dream11, MPL, and PokerBaazi. The sector…
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As the Government aims for the E27 milestone in ethanol-based petrol blending – similar to Brazil – it must avoid “slips, trips, and falls” on the way About five months ago, on March 25, 2025, we published a blog titled “Why the Government Needs to Reassess Its Ethanol Blending Push”….
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CL Educate Q1 FY26: A Promising Start to a Transformational Year CL Educate (BSE: 540403 | NSE: CLEDUCATE), a diversified education services company, has kicked off FY26 with strong momentum, driven by its newly acquired digital examination business DEX and continued growth in its Martech arm, Kestone. The Q1 FY26…
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Smartlink Holdings Limited has entered a transformative phase in its corporate journey, says its Annual Report for the financial year 2024–25. The company, once operating as a Non-Banking Financial Company (NBFC), has now repositioned itself as a full-fledged Original Design Manufacturer (ODM) and Electronics Manufacturing Services (EMS) provider. This strategic…
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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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