Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>We highlight large and small cap companies that experienced significant insider buying during October 2025, as reported on the stock exchanges.</li>
<li>October 2025 saw fewer companies reporting insider buying due to silent period before reporting their half yearly results.</li>
<li>Promoters of few companies had made the purchase in September but reported on exchanges in the month of October.</li>
</ul>


We highlight large and small cap companies that experienced significant insider buying during October 2025, as reported on the stock exchanges.
October 2025 saw fewer companies reporting insider buying due to silent period before reporting their half yearly results.
Promoters of few companies had made the purchase in September but reported on exchanges in the month of October.


Insider Activity: Who Bought Their Own Stock in October?

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Rubber product export slip accentuates by August  </li><li>Industry warns SVAT removal may choke liquidity  </li><li>CEAT’s US$171 million move gives manufacturing impetus  </li></ul>

Rubber product export slip accentuates by August  Industry warns SVAT removal may choke liquidity  CEAT’s US$171 million move gives manufacturing impetus  

Sri Lanka’s Rubber Swayed By Policy Turbulence, New Investment

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

CleanMax Enviro Energy Solutions Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cleanmax-enviro-energy-solutions-ltd" target="_blank" data-smartkarma-citation="entities:45702:1" rel="noopener">CleanMax Enviro Energy Solutions Ltd (8382406Z IN)</a> (CEESL) is looking to raise about US$586m in its upcoming India IPO.</li>
<li>CEESL is a provider of commercial and industrial renewable energy, specializing in delivering decarbonization solutions, including supplying renewable power and offering energy services and carbon credit solutions to customers.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



CleanMax Enviro Energy Solutions Ltd (8382406Z IN) (CEESL) is looking to raise about US$586m in its upcoming India IPO.
CEESL is a provider of commercial and industrial renewable energy, specializing in delivering decarbonization solutions, including supplying renewable power and offering energy services and carbon credit solutions to customers.
In this note, we talk about the not-so-positive aspects of the deal.


CleanMax Enviro Energy Solutions Pre-IPO - The Negatives - Elevated Debt Amid Inconsistent Growth

CEO, Helixtap

Farah Miller

<ul><li>Highlights    • Market shift from premium to mid-tier brands   • Profit vs volume strategy hurting premium brands   • Mid-Tier brands expanding globally There is a lot of uncertainty around the ongoing tire demand and supply situation.</li><li>The first thing to note is that while demand is growing slightly, the distribution of sales between premium tire makers and less well-known brands is changing.</li><li>The transfer of market share away from the premium tire makers is rapid and appears to be accelerating.</li></ul>

Highlights    • Market shift from premium to mid-tier brands   • Profit vs volume strategy hurting premium brands   • Mid-Tier brands expanding globally There is a lot of uncertainty around the ongoing tire demand and supply situation.The first thing to note is that while demand is growing slightly, the distribution of sales between premium tire makers and less well-known brands is changing.The transfer of market share away from the premium tire makers is rapid and appears to be accelerating.

Tire Industry Faces Over Capacity As Mid Range Players Build Factories

<ul><li>Tire makers see profit pressure despite revenue gains  </li><li>JK Tyre eyes double-digit growth, expands global footprint  </li><li> CEAT eyes expanding Chennai plant at US$51 million spend  </li></ul>

Tire makers see profit pressure despite revenue gains  JK Tyre eyes double-digit growth, expands global footprint   CEAT eyes expanding Chennai plant at US$51 million spend  

GST Cut Lifts Outlook As Indian Tire Majors Navigate Weak Q1

India

Ceat Ltd. manufactures vehicle tires.  The Company produces cross-ply and radial tires for automobiles, construction equipment, scooters and motorcycles. Ceat also manufactures tubes and flaps.  The Company exports its products to many companies around the world.

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Ceat Ltd (CEAT IN)

Insider Activity: Who Bought Their Own Stock in October?

October 2025 saw limited insider buying activity in large and small cap companies, with some purchases made by promoters in September but reported...

Sreemant Dudhoria,CFA

Sri Lanka’s Rubber Swayed By Policy Turbulence, New Investment

Sri Lanka’s rubber industry entered August 2025 facing a mix of promise and pressure, even as it negotiated evolving waters both within and outside...

Helixtap

CleanMax Enviro Energy Solutions Pre-IPO - The Negatives - Elevated Debt Amid Inconsistent Growth

CleanMax Enviro Energy Solutions Limited (CEESL) is looking to raise around US$586m in its upcoming India IPO. In this note, we will talk about the...

Akshat Shah

Tire Industry Faces Over Capacity As Mid Range Players Build Factories

There is a lot of uncertainty around the ongoing tire demand and supply situation. The first thing to note is that while demand is growing...

Helixtap

GST Cut Lifts Outlook As Indian Tire Majors Navigate Weak Q1

The Indian tire sector sports a bullish outlook for FY 2025-26 (April 1 2025 to March 31 2026) riding on the GST cut effected by the Indian...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Insider Activity: Who Bought Their Own Stock in October?

​October 2025 saw limited insider buying activity in large and small cap companies, with some purchases made by promoters in September but reported...

Sreemant Dudhoria,CFA

Sri Lanka’s Rubber Swayed By Policy Turbulence, New Investment

Sri Lanka’s rubber industry entered August 2025 facing a mix of promise and pressure, even as it negotiated evolving waters both within and outside...

Helixtap

CleanMax Enviro Energy Solutions Pre-IPO - The Negatives - Elevated Debt Amid Inconsistent Growth

CleanMax Enviro Energy Solutions Limited (CEESL) is looking to raise around US$586m in its upcoming India IPO. In this note, we will talk about the...

Akshat Shah

Tire Industry Faces Over Capacity As Mid Range Players Build Factories

There is a lot of uncertainty around the ongoing tire demand and supply situation. The first thing to note is that while demand is growing...

Helixtap

GST Cut Lifts Outlook As Indian Tire Majors Navigate Weak Q1

​​​​​​​The Indian tire sector sports a bullish outlook for FY 2025-26 (April 1 2025 to March 31 2026) riding on the GST cut effected by the Indian...

Helixtap

October 2025 saw limited insider buying activity in large and small cap companies, with some purchases made by promoters in September but reported...

The Indian tire sector sports a bullish outlook for FY 2025-26 (April 1 2025 to March 31 2026) riding on the GST cut effected by the Indian...