Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

Environment, Social and Governance research

Analysis of underlying commodity demand & supply dynamics, price trends and forecasts

Commodities

India

Australia

Philippines

China

Hong Kong

Japan

Malaysia

New Zealand

South Korea

Taiwan

Thailand

Vietnam

Pakistan

Bangladesh

Macau

Mongolia

Cambodia

Sri Lanka

Brunei

Myanmar

Singapore

Indonesia

Kenya

BASF India operates across six primary business segments: Agricultural Solutions, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care, and Chemicals, providing critical chemical inputs for industries such as agriculture, automotive, consumer goods, and construction. Key products include crop protection chemicals, performance polymers, industrial chemicals, monomers, and nutrition ingredients. The company is headquartered in Mumbai, India, and was founded in 1943.

Indian Energy Exchange (IEX) is India's premier electronic trading platform for the physical delivery of electricity, renewable energy, and certificates. It facilitates efficient price discovery and provides a marketplace for various participants in the power market. IEX's products include Day-Ahead Market (DAM), Real-Time Market (RTM), Term-Ahead Market (TAM), Green Day-Ahead Market (G-DAM), Green Term-Ahead Market (G-TAM), Renewable Energy Certificates (RECs), and Energy Saving Certificates (ESCerts). The company was founded in 2008 and is headquartered in Noida, Uttar Pradesh, India.

Mahindra EPC Irrigation Limited provides agriculture solutions. The Company offers drip irrigation and sprinkler irrigation, pumps, pipes, landscape, and turf irrigation systems. Mahindra EPC Irrigation serves customers in India.

Centum Electronics Limited provides electronic manufacturing services (EMS) and designs, manufactures and exports hybrid microcircuits. The Group's clients include businesses in the telecommunications, automotive, defense and aerospace industries.

VA Tech Wabag is an Indian multinational company specializing in water technology solutions for municipal and industrial users. It provides design, construction, and operation of plants for drinking water, wastewater treatment, industrial water treatment, and desalination, along with services like water recycling, reuse, and sludge treatment. The company was founded in Breslau, Germany (now Poland) in 1924 and is headquartered in Chennai, Tamil Nadu, India.

Gujarat Ambuja Exports Limited (GAEL) is an Indian agro-processing company specializing in the production of corn starch derivatives, soya derivatives, edible oils, and cotton yarn. The company provides ingredients to various food, pharmaceutical, and animal nutrition industries globally. GAEL was founded in 1991 and is headquartered in Ahmedabad, Gujarat, India.

Ambuja Cements Limited is an Indian cement producing company that manufactures and markets cement, clinker, and related products for domestic and export markets. Its product portfolio includes ordinary portland cement, portland pozzolana cement, and ready-mix concrete. The company is headquartered in Mumbai, Maharashtra, India, and was founded in 1983.

PRAJ Industries is a global leader in industrial biotechnology and engineering solutions, specializing in bioenergy, water treatment, and critical process equipment. The company provides technologies for ethanol production, wastewater treatment systems, and high-purity engineering solutions for various sectors including food, pharmaceuticals, and petrochemicals. Headquartered in Pune, Maharashtra, India, the company was founded in 1983.

PG Electroplast Limited is a prominent Indian Electronic Manufacturing Services (EMS) and plastic injection moulding company. It provides comprehensive Original Design Manufacturing (ODM) and Original Equipment Manufacturing (OEM) solutions for consumer durables and electronic products, including air conditioners, washing machines, and LED televisions. The company, part of the PG Group, was formally established in 2003 and is headquartered in Greater Noida, India, with the PG Group's operations beginning in 1977.

SpiceJet Limited is a domestic low-budget air carrier which provides scheduled flights between major cities in India. The Company operates a fleet of Boeing 737 aircraft. E-booking and e-ticketing facilities are available online along with telephone booking. SpiceJet's maintenance support is handled by KLM and technology from Star Navigation, Russel Adams and Tech Log.

Materials

Energy

Industrials

Consumer Discretionary

Financials

Consumer Staples

Utilities

Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas Biased towards Sustainability, ESG Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Buyside Outfit and Advisory Services

Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. 

Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion
Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas
Biased towards Sustainability, ESG
Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Nurture Capital Advisory
Mid-Small Cap specialist | Equities | India
• Nurture Capital Advisory

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