MPS Ltd is a premium B2B learning and platform solutions company that powers the education, research, and corporate markets in its quest to engage with its learners more meaningfully. MPS Ltd’s purpose is “to help make learning accessible to ALL,” which unifies their diverse talent pool of over 3,000 professionals spread across 10 countries. High…
Sky Gold Ltd designs, manufactures, and markets gold jewelry. It follows a B2B model. Its in-house and freelance designers, who are skilled in Computer-Aided Design (CAD), develop designs for the purpose of manufacturing. Sky Gold Ltd caters to the unique preferences of its customers given its strong understanding of the local and regional market. Sky…
Medi Assist Healthcare Services Limited is into providing Third Party Administration (TPA) services in India to insurance companies. Medi Assist Healthcare Services Limited acts as a facilitator between (a) insurance companies and their policyholders, (b) insurance companies and healthcare providers (such as hospitals), and (c) the Government and beneficiaries of public health schemes. Through its…
PDS Limited (erstwhile PDS Multinational Fashions Limited) is a global end-to-end sourcing and manufacturing platform serving the world’s leading brands and retailers. We believe PDS Limited provides a globally one-of-a-kind asset-light, platform play in the apparel sourcing industry through its unique entrepreneur-led growth model and its innovative business lines that prioritise solving customer problems. With…
Established in 2000, Indigo Paints Ltd. has emerged as a leading paint company in India and the fifth-largest manufacturer of decorative paints by revenue in FY24. Indigo Paints Ltd specializes in manufacturing, trading, and selling various paints and allied products, including emulsions, enamels, wood coatings, distempers, primers, putties, and cement paints. We believe Indigo Paints…
Pokarna Ltd is one of India’s renowned exporters of granite and quartz surfaces, supplying both raw and processed granite, with raw granite blocks being exported to China and the majority of its finished granite products directed to the United States. Pokarna Ltd operates two granite processing units in the Hyderabad region, along with quarrying operations…
Interarch Building Products Ltd. is a micro-cap stock in the construction and infrastructure sector. Interarch is one of the leading turnkey pre-engineered steel construction solution providers in India with integrated facilities for design and engineering, manufacturing, and on-site project management capabilities for the installation and erection of pre-engineered steel buildings (“PEB”). We Find Interarch Building…
Welspun Enterprises Ltd. is a small-cap infrastructure company belonging to the multi-billion dollar Welspun conglomerate group. Welspun Enterprises Ltd. is an EPC (Engineering, Procurement, Construction) company that pursues projects mainly in road infrastructure and water infrastructure. We like Welspun Enterprises Limited because of its large order book and increasing share of orders from the water…
Vaibhav Global Limited is into retailing of fashion jewellery, fashion accessories and lifestyle products through television and the Internet in developed markets. We find Vaibhav Global Limited interesting at this juncture because we believe that the investment cycle vaibhav global limited had embarked on for 2-3 years is now behind it and the new investments…
Repco Home Finance Ltd is a housing finance company in India, established in April 2000. Repco Home Finance Ltd was set up to tap into the growth potential of the housing finance market in India. It is a subsidiary of the Repatriates Cooperative Finance and Development Bank Limited (Repco Bank) that holds 37.13% stake as…