In today’s briefing:
- Supply Squeeze Drives Up Indian Latex Prices, Sheet Range Bound
- Deepak Fertilizers Q4 FY25 Update: A Specialty Play, Ready for the Mega Run
- Prices Drop, Eyes Pop: Insider Buying Update – May 2025 (Small Cap Companies)
- The Beat Ideas: Piccadily Agro Industries Ltd – Indri Dominating Global Whiskey Market
Supply Squeeze Drives Up Indian Latex Prices, Sheet Range Bound
- Field latex cross INR 200 (US$2.34) mark, sheet still short of it
- Over 40% of smallholders complete rainguarding as rains set in
- Compound rubber import worries farmers, traders
Deepak Fertilizers Q4 FY25 Update: A Specialty Play, Ready for the Mega Run
- Deepak Fertilisers & Petro (DFPC IN) reported robust Q4 and full-year FY25 results, crossing INR 10,000 crores in revenue and doubling PAT year-on-year for FY25.
- The strong financial outcomes validate the company’s strategy of aligning with India’s growth story and transitioning from commodities to higher-margin specialty products.
- Improved financial health, reduced net debt, and strategic capex nearing completion position DFPCL for future growth and potentially higher profitability despite near-term segment-specific pressures.
Prices Drop, Eyes Pop: Insider Buying Update – May 2025 (Small Cap Companies)
- We highlight small cap companies that experienced significant insider buying during May 2025, as reported on the stock exchanges.
- As May 2025 is a earnings season month ,very few companies reported insider transactions. However, we should expect increased buy transactions once the earnings season concludes.
- Real Estate, Media, Power, Industrials and Financial services are top sectors which saw insider buying in the small cap universe.
The Beat Ideas: Piccadily Agro Industries Ltd – Indri Dominating Global Whiskey Market
- Piccadily Agro has rapidly scaled Indri and Camikara into global alcobev brands, with presence in 28 countries and 24 duty-free outlets, supported by INR 500 crore capex expansion.
- This shift marks a decisive pivot from commodity sugar to premium brand-led revenue, improving margins and reducing seasonality and policy risk in its core business model.
- PAIL is an emerging alcobev player with global aspirations and a premium product pipeline that could rerate valuations meaningfully.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
