India’s Drone Industry: A Multi-Decade Growth Opportunity

The drone industry is rapidly emerging as one of the most transformative sectors of the 21st century, with applications spanning defence, agriculture, logistics, infrastructure, and more. In India, this revolution is gaining momentum, driven by technological innovation, policy support, and increasing demand across industries. Drones are no longer just flying…

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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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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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Why the DEX acquisition could be a winner for CL Educate

The recently announced acquisition of the digital examination – called DEX for short – from NSEIT, a subsidiary of India’s leading exchange National Stock Exchange (NSE), could be a good deal for CL Educate shareholders. DEX conducts digital, multiple-choice type of exams. The tests are mainly of 2 types –…

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The Coming Paint Wars

The Indian paint industry is headed for a fascinating battle. The undisputed market leader, Asian Paints, is finally getting worthy challengers, who will seek to grab a share of the market cap owned by it. We think it won’t be just any battle, it will be a war on the…

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