Happy New Year: Summarising Top Ideas for 2026
We summarise our High Conviction ideas for 2026, namely: Delhivery, JSW Energy, Edelweiss Financial, Sammaan Capital, and Bluejet Healthcare
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Kiri Industries (KIRI IN): Heads I Make 50%; Tails I Don’t Lose Much
Kiri has confirmed receipt of the Dystar sale consideration of $689mn. We estimate post-tax proceeds of INR 5,200cr leaving the company with 627...
823 Views
Meesho - Potential Play on Value E-Commerce
Meesho has had a stellar listing and is witnessing follow-on buying, up 100% from IPO price. It now trades at 8x FY26 sales with street estimating...
521 Views
The Thermal Vs Renewable Debate: JSW Energy - 2026 High Conviction Idea
JSW Energy is the better-placed utility in terms of growth visibility with healthy split of thermal and renewable capex underway. Its aggressive...
531 Views
ICICI Prudential AMC - Reasonably Priced for the Longer Term.
Ipru AMC, the largest AMC with strong operating metrics, is priced in line with peers for its IPO but regulatory changes and competition limit...
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