ValueEquity

My take on position sizing , hope some of you may find it useful

Laurus labs annual report is a must read for people who want to learn more about the iceberg CDMO business under development at Laurus, the scale and business they might be able to pull of over a 10 year period might surprise most on the upside , the CDMO Era is about to begin?!

India Power transmission , understanding the industry structure in depth

Ramkrishna Forgings Q3FY26 concall notes, my notes from the call just concluded

M&B engineering , I am not sure how their margins are so high , Pennar says 20% margins in exports , Interarch says higher teens , 27% margin is very high , what am I missing here or are these peak margins for IPO year I may be wrong but this really does not look sustainable at 27% in US and if that 13% is purely higher at consol because of this exports margin so high , what am I missing here if any of you have covered in detail this company if they have some differentiated PEB offerings .. ( disc: no position )

When I asked the management of Ideaforge on what and how are they focusing on R&D initiatives in the defense vertical , earth observation , AI enabled autonomous mission controls , hope they are able to make strides into this ! ( disc: own small position in ideaforge at 488 , no reco , it is high risk, no financial advice )