My WOW Factor from Poonawalla Fincorp’s Concall What caught my attention wasn’t just loan growth. It was the focus on improving credit quality while scaling the business. 3 things stood out: 1. AI + 30–35 proprietary models: Continuously refining credit assessment and customer selection. 2. Better a...
My WOW Factor from Nykaa’s Concall My WOW Factor from Nykaa’s Concall It’s not just about adding customers — it’s about making each customer more valuable. ✅ New customer acquisition + better CAC ✅ Higher AOV & premiumization ✅ Bigger baskets & potential repeat frequency ✅ Nykaa Now could drive more...
Nityas Gems & Jewellery IPO — My View Nityas Gems & Jewellery IPO — My ViewNityas Gems is into gold jewellery with lab-grown diamonds, with both B2B and D2C business. What I like • Revenue grew from ₹54 Cr to ₹203 Cr• PAT increased from ₹4 Cr to ₹22 Cr• Margins have improved• Integrated manufacturin...
Acme India Industries IPO – Quick DRHP View Acme India Industries IPO – Quick DRHP View I went through the RHP. Here’s my simple take: Business: Railway coach interiors, refurbishment & toilet upgradation– a niche railway opportunity. Growth: FY26 revenue ₹264 Cr and PAT ₹24.4 Cr, with a ₹738 Cr ord...