Rohit's Substack
Rohit TomarMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 7 months ago | Last Issue | 5 days ago |
| Active | |||||
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rtomar.substack.comLatest Issues
The ₹18,000 Crore Capex Bet Nobody Is Talking About: How India's Quietest Steel Market Leader is Spending its Way to Dominance without borrowing a Rupee
Let me tell you about a graveyard.
The Indian steel industry, over the last twenty years, has been one of the most efficient destroyers of companies and capital you will find anywhere. Not because the businessmen were stupid. Because the i...
This Small-Cap Cracked a Steel Problem Indian Companies Failed at for 25 Years — And Is Now Quietly Tripling Its Capacity
The last time you walked through a big airport terminal or stood under the soaring roof of one of India’s new railway stations, you were standing under steel pipes.
Not metaphorically. Literally. Those swooping white steel structures holdi...
The Small Cap Coworking Leader Quietly Powering India's GCC and AI Boom — Wrecked by a Single Accounting Rule the Market Misread
Every few weeks, another big foreign company decides it’s time to set up shop in India. A US bank, a European carmaker, a Silicon Valley software firm, the kind of names you’d recognize in a heartbeat. They all come for the same reason: Ind...
The Small Cap IT Company That AI Can't Kill -Because It Would Die Without It
Here’s the fear gripping the market in 2026, and you’ve felt it too.
Artificial intelligence is coming for the IT sector. If a machine can write the code, do the analysis, run the targeting, what exactly are all these software and tech com...
The Small Cap Water Company That Behaves Like an IT Firm: Debt-Free, Asset-Light, Built on Patents and Engineers — and Now at the Heart of the AI, Semiconductor and Green Hydrogen Boom
Let me take you into a room.
It’s an investor meeting. The company on stage has just closed the best year in its history. Record profit. The biggest order book it has ever reported. The room is full of analysts and shareholders, pens out,...
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The writers behind this newsletter.
Contrarian investor and stock market educator with 11+ years in Indian equity markets. I write about fundamental analysis, intuition, and independent thinking—beyond tips, hype, and noise.
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