Rabi’s Newsletter

Business Analysis 29: Grand Continent Hotels

Grand Continent is good company in a niche segment with experienced management. One needs to track how the business spans out.

Sep 12 • 

Rabi

Business Analysis 28: Carysil Limited

There's major expansion going on inside the company. As Indian market is taking off, they are targeting 500 cr topline from their domestic business…

Sep 8 • 

Rabi

August 2025

Independent Thinking

The companies that have emphasized independent thinking over controlling survived well or evolved well. They did better.

Aug 29 • 

Rabi

June 2025

Business Analysis 27: Fineotex Chemical Ltd

Even if there is too much competitive intensity, Fineotex has maintained higher margins over a long period due to their pricing power.

Jun 30 • 

Rabi

Concentrated or Diversified Bet?

Concentration or diversification is purely a philosophical idea on possibilities or probabilities. And philosophy is different for different people.

Jun 28 • 

Rabi

Business Analysis 26: Lumax Auto Technologies Ltd

If you are getting a company at 3-4x EV/EBITDA multiple, then you are getting a real good deal, right? Sounds doubtful? Let's study deeper.

Jun 12 • 

Rabi

May 2025

Business Analysis 25: DCX Systems

Considering the opportunity size, there's huge demand in the Indian defence sector for companies like DCX

May 26 • 

Rabi

Business Analysis 24: DAM Capital

When India grows, its stock market grows. Do the business of capital market will clearly grow. DAM is in the capital market business.

May 21 • 

Rabi

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Business Analysis 23: Bella Casa Fashion & Retail Ltd

If one has to play premiumization in India, then Bella Casa is a great proxy play from the branded fashion retail industry

May 16 • 

Rabi

Business Analysis 22: InfoBeans Technology

With a vision to become a global leader in digital engineering, AI and value creation, InfoBeans is poised to take advantage of the tailwinds

May 7 • 

Rabi

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Business Analysis 21: Fidel Softech Ltd

Globally, language localization business is an $80 bn opportunity which is growing at 8-9% CAGR whereas Indian market is growing faster at 23% CAGR…

May 1 • 

Rabi

April 2025

Business Analysis 20: Ganesha Ecosphere Ltd

They have guided 25-30% topline growth over the next couple of years with long term EBITDA margin around 16-17%

Apr 30 • 

Rabi