An investor’s research notebook on mispriced Indian businesses, with the numbers behind every decision.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 175 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
Read this Newsletter
dhruva.substack.comLatest Issues
Burger King Q2 FY27: The Customers Are Back. Is RBA Worth ₹92?
The recovery supports our old thesis. The harder test is cash per share, and the price needed for a 13% return.
When I was writing positively about QSRs earlier this year, the market had a fairly depressing story to tell. Same-store sales...
TOTEM Q2 FY27: Sales Up 14%, Profit Down 5%. The ₹60 Crore Question
The old thesis has a new operating clue. Margins and inventory still need to catch up.
In my September note on Forbes Precision Tools, the question was simple. The machines had arrived and Q1 profits had improved. Would the next quarter sh...
Syngene Q2 FY27: Profit Halved. So Why Is the Stock Up?
A first manufacturing agreement for Bayview, a recovery from June and a cash-flow warning. What actually changed in the investment case?
Revenue fell 9% year on year. Profit fell 52%. The stock went up.
L&T Q2 FY27: Record Orders, Flat Operating Profit — and a Better Cash Engine
L&T reported its highest-ever quarterly order inflow. Shareholder profit grew 33%. Cash generation was very strong.
That sounds like a straightforward excellent quarter.
But operating EBITDA, the profit from running the businesses before...
Atul at ₹5,353: A Bad Quarter, a Better Price. But What Is a Normal Margin?
More than ₹2,400 crore went into the factories. Q2 shows why filling them is only half the investment case.
Atul has become cheaper. The question is whether its earning power has become cheaper too.
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Dhruva’s Newsletter.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Interests includes tech, investing, markets, psychology and chess.
Social
Frequently Asked Questions
How can I access the email archive for Dhruva’s Newsletter?
You can find recent issues that have been published by Dhruva’s Newsletter on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Dhruva’s Newsletter have?
To see how many people subscribe to Dhruva’s Newsletter, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Dhruva’s Newsletter?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Dhruva’s Newsletter as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Dhruva’s Newsletter?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Dhruva’s Newsletter using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Dhruva’s Newsletter?
Scroll up to where it says Related Newsletters to see other publications like Dhruva’s Newsletter. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Dhruva’s Newsletter?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.