Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

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>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any.</li>
<li>While this note captures 4 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any.
While this note captures 4 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (17 Jul): Where's the Discount?

<ul>
<li>In this insight we discuss why <a href="https://www.smartkarma.com/entities/kalyani-investment-co-ltd" target="_blank" data-smartkarma-citation="entities:6128:1" rel="noopener">Kalyani Investment (KALY IN)</a> has among the highest holding company discounts in India.</li>
<li>What are the key problem areas with the company which makes minority investors unhappy about the company.</li>
<li>Finally, we present the long term holdco discount range and present our conclusion.</li>
</ul>


In this insight we discuss why Kalyani Investment (KALY IN) has among the highest holding company discounts in India.
What are the key problem areas with the company which makes minority investors unhappy about the company.
Finally, we present the long term holdco discount range and present our conclusion.


HoldCo Series: Kalyani Investment Company Ltd - What Not to Do as a HoldCo

Tata Investment Corporation / Equity Bottom-Up

Tata Investment Corporation (TATAINVE IN)

<ul>
<li>This insight details about the monthly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and where the most action is happening.</li>
<li>While this note captures 4 holding companies, we intend to add <a href="https://www.smartkarma.com/entities/bombay-burmah-trading-corp-ltd" target="_blank" data-smartkarma-citation="entities:20010:1" rel="noopener">Bombay Burmah Trading Corporation (BBTC IN)</a> to our coverage in coming days.</li>
</ul>


This insight details about the monthly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and where the most action is happening.
While this note captures 4 holding companies, we intend to add Bombay Burmah Trading Corporation (BBTC IN) to our coverage in coming days.


HoldCo Monthly (September 2026): Where’s the Discount?

<ul>
<li>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.</li>
<li>While this note captures 5 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.
While this note captures 5 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (14 Aug): Where’s the Discount?

<ul>
<li>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.</li>
<li>While this note captures 4 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.
While this note captures 4 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (24 Jul): Where's the Discount?

India

Kalyani Investment Company Limited operates as an investment company. The Company provides financial, infrastructural, and knowledge support for forging, steel, power generation, chemicals, and banking sectors. Kalyani Investment serves customers in India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kalyani Investment (KALY IN)

HoldCo Weekly (17 Jul): Where's the Discount?

This insight analyzes weekly changes in holding company discounts in India and tracking reasons for fluctuations along with the underlying...

Sreemant Dudhoria

HoldCo Series: Kalyani Investment Company Ltd - What Not to Do as a HoldCo

Insight into why Kalyani Investment has one of the highest holding company discounts in India, exploring key problem areas for minority investors...

Sreemant Dudhoria

HoldCo Monthly (September 2026): Where’s the Discount?

Insight details about the monthly changes in the holding company discount in India - Reasons for change in the discount if any and where the most...

Sreemant Dudhoria

HoldCo Weekly (14 Aug): Where’s the Discount?

Insight details about the weekly changes in the holding company discount in India and upcoming triggers for these companies.

Sreemant Dudhoria

HoldCo Weekly (24 Jul): Where's the Discount?

This insight analyzes weekly changes in holding company discounts in India, tracking reasons for changes and upcoming triggers for select...

Sreemant Dudhoria

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

HoldCo Weekly (17 Jul): Where's the Discount?

​This insight analyzes weekly changes in holding company discounts in India and tracking reasons for fluctuations along with the underlying...

Sreemant Dudhoria

HoldCo Series: Kalyani Investment Company Ltd - What Not to Do as a HoldCo

​Insight into why Kalyani Investment has one of the highest holding company discounts in India, exploring key problem areas for minority investors...

Sreemant Dudhoria

HoldCo Monthly (September 2026): Where’s the Discount?

Insight details about the monthly changes in the holding company discount in India - Reasons for change in the discount if any and where the most...

Sreemant Dudhoria

HoldCo Weekly (14 Aug): Where’s the Discount?

Insight details about the weekly changes in the holding company discount in India and upcoming triggers for these companies.

Sreemant Dudhoria

HoldCo Weekly (24 Jul): Where's the Discount?

​This insight analyzes weekly changes in holding company discounts in India, tracking reasons for changes and upcoming triggers for select...

Sreemant Dudhoria

This insight analyzes weekly changes in holding company discounts in India and tracking reasons for fluctuations along with the underlying...

Insight into why Kalyani Investment has one of the highest holding company discounts in India, exploring key problem areas for minority investors...

This insight analyzes weekly changes in holding company discounts in India, tracking reasons for changes and upcoming triggers for select...