The Sector Alpha newsletter, every issue
The Sector Alpha newsletter explains one Indian company or industry at a time. There are 22 issues so far. Each one below links the article on newsletter.sectoralpha.in and the company page on this site, where every number in it is kept up to date.
All 22 issues, newest first
Deep Dive: Pharma API and Contract Sector beating NIFTY by 9%
Industry page: Pharma - API & CRAMS
Companies in it: Divi's Laboratories
Deep Dive: Why E2E is beating NIFTY by 68% and Cummins is trailing by 13%
Industry page: Power - Transmission/Equipment
Companies in it: Cummins India, E2E Networks, Finolex Cables, Netweb Technologies India, Blue Star, Polycab India, Kirloskar Oil Engines, Adani Energy Solutions, Aeroflex Industries, Powerica, Clean Max Enviro Energy Solutions, Techno Electric & Engineering Company
Deep Dive: Why jewellery stocks are beating NIFTY by 31%
Industry page: Diamond, Gems & Jewellery
Companies in it: Senco Gold, Tribhovandas Bhimji Zaveri, Sky Gold & Diamonds, PC Jeweller, Kalyan Jewellers India, Titan Company, Thangamayil Jewellery
RBZ Jewellers says ₹10 to 12 Cr of last year's ₹55 Cr profit came from gold going up
Company page: RBZ Jewellers
Kross made ₹20 Cr profit in July to September, up from ₹8 Cr, as truck orders came back
Company page: Kross
Pipavav port handled 53% more cars in April to June, while liquid cargo fell 47%
Company page: Gujarat Pipavav Port
Valiant Organics' margin went from 12% to 18% in a year, and no call has said why
Company page: Valiant Organics
Divi's OPM went from 30% to 41% in April to June. They say don't expect it all year
Company page: Divis Laboratories
eMudhra's OPM went from 24% to 26% in April to June, partly because it sold fewer tokens
Company page: eMudhra
Tech Mahindra: profit up 72% in two years, a tech services large-cap to study
Company page: Tech Mahindra
ADF Foods: profit up 30% in 12 months, a packaged Indian food small-cap to study
Company page: ADF Foods
Where the newsletter lives
The newsletter is at newsletter.sectoralpha.in. It is free. You can read every issue there, or get each one by email.
Each issue takes one company (or one industry) and explains it in plain words: what the business does, what management said on the earnings call, and which numbers changed. The full numbers behind it are on that company's page here.
Not SEBI registered. Not investment advice. No issue tells you to buy or sell anything.
More lists
All 51 lists across India, US and crypto