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CashCows India

Mihir

Bridging the information and knowledge gap between Retail and Institutions. Providing High Quality research on sectors, companies and everything related to Equities

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Substack
PricingOnly free issuesPublishesWeekly
Issues35Founded5 years agoLast Issue10 months ago
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Artwork for CashCows India

Latest Issues

DCM Shriram - Can it unlock value with a potential demerger in future?

DCM Shriram Limited (DCM Shriram) is a diversified company with interests in the agriculture value chain (sugar including ethanol, agro-chemicals, Seeds & urea) and the chloro- vinyl chain (chlor- alkali and PVC).

The company is also invo...

10 months ago
14
1

Jagsonpal Pharma - Can it enter the big leagues ?

Jagsonpal Pharma is a domestic branded generic player focusing on Gynaecology(primarily), Orthopedics & (via Yash Pharma) Dermatology and Pediatrics.

The company is the 73rd largest IPM company as of FY25.

The company works broadly in Sub...

10 months ago
10
1

VRL Logistics - Best proxy to Logistics boom ?

Logistics Sector is a proxy to economic growth. With India’s push to become amongst the top 3 global industrial-powers in the world, Logistics is likely to be a key beneficiary. India's logistics sector, a critical backbone for trade and co...

a year ago
13
1

PCBL - Chemical Dark Horse ???

PCBL, incorporated in 1960, manufactures carbon black across four plants in Durgapur (West Bengal), Mundra (Gujarat), Palej (Gujarat) and Kochi (Kerala) with an aggregate capacity of 7,90,000 MTPA (including recent greenfield capex)

The c...

a year ago
11

RACL Geartech - Most unique auto ancillary ?

RACL primarily manufactures transmission gears for high-end vehicles. In addition to the same, the company also provides other components (Steering & suspension, chassis, e-mobility parts, axle shafts, torque motors, balancer etc.) as its o...

a year ago
14

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