My WOW Factor from Poonawalla Fincorp’s Concall Q2 2026

access_time 2026-10-10T16:19:13.579Z face Preeti Kapoor
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

access_time 2026-10-05T15:41:23.097Z face Preeti Kapoor
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...

Vishal Nirmiti vs Nityas Gems — Which IPO looks better?

access_time 2026-10-04T16:30:41.337Z face Preeti Kapoor
Vishal Nirmiti vs Nityas Gems — Which IPO looks better?...

Nityas Gems & Jewellery IPO — My View

access_time 2026-10-02T15:28:25.549Z face Preeti Kapoor
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

access_time 2026-09-30T16:58:55.065Z face Preeti Kapoor
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...