Earnings Unwrapped
This is a channel to read and understand the various industries and sub-industries in India, the cycle they are in and any interesting observations from their Earnings Reports.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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earningsunwrapped.substack.comLatest Issues
Running it Hot & Cold: The Story of Thermax
Factories are often judged by what they produce—cars, medicines, steel or chemicals. But behind every production line lies an invisible network that keeps it running: steam to power processes, cooling to maintain precision, water to sustain...
The New Grid Economy: Inside India's Cable Supercycle
Every few decades, the ecosystem of infrastructure quietly reinvents itself.
In the early 2000s, India’s growth story was built on highways, ports and airports. A decade later, it was renewable energy and telecom towers that reshaped the i...
Beyond GPUs: Why Memory Is Becoming AI's Biggest Bottleneck
For much of the AI revolution, the spotlight has been firmly on Compute. Bigger GPUs, larger clusters & ever-more-powerful chips have defined the race to build smarter models. AI's first challenge was compute, and companies like NVIDIA beca...
India’s Recycling Market Is Entering a New Era
For decades, India’s recycling economy largely operated in the shadows — fragmented, informal & deeply unorganized. Scrap collection and recycling were dominated by thousands of small players with limited compliance, inconsistent quality st...
From EMS to ESDM: The Next Phase of India’s Electronics Manufacturing Story
India’s EMS story initially began as a classic China+1 opportunity — low-cost assembly, PCB population, labor arbitrage and import substitution. But over the last few quarters, something deeper seems to be unfolding. Companies like Kaynes T...
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The writers behind this newsletter.
A retail investor on a journey to decode the often-overlooked world of earnings transcripts from Indian companies. Bite-sized insights, hidden narratives, and key takeaways—keeping it simple and jargon-free.
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