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Vayu Capital Research

Reco Wealth

Institutional Grade Research For The Retail Investor

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Latest Issues

One IRDAI Rule Just Changed the PB Fintech Story.

PB Fintech’s 30%+ fall today looks extreme. But the bigger story is not just about one bad day for the stock.

It is about what happens when a regulator changes the economics of an entire business model.

On September 23, IRDAI released a c...

a month ago
6

The Hidden Opportunity in India’s Rising Electricity Demand.

At first glance, CleanMax looks like another renewable energy company.

It builds solar and wind projects and sells renewable power to corporate customers.

But the bigger story is not just renewable capacity addition.

It is the rising pow...

a month ago
8
1

The Explosives Company That Is Becoming a Defence Play.

At first glance, Solar Industries looks like an explosives company.

It makes industrial explosives and detonators used in mining, infrastructure, and construction. That business is still important.

But the bigger story is what Solar is be...

a month ago
6

India’s Power Boom Is Creating a New Opportunity:

At first glance, Siemens Energy India looks like another company benefiting from India’s power and renewable energy capex cycle.

But the real story is slightly different.

India is not just going to need more power. It will need a much sma...

a month ago
10

The Next Big Shift in India’s Office Market

At first glance, flexible workspaces look like another post-COVID trend.

But the numbers tell a different story.

India’s flexible workspace market has tripled since 2020, reaching around 110–114 million sq. ft. today. And despite this rap...

a month ago
6

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