

Senior Director, Windmill Capital | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products.
The views and opinions stated in the content belong to the author. Windmill Capital Private Limited does not uphold nor promote any of the views / opinions. | Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645)

India’s insurance sector is shifting from volume-led growth to margin, discipline, and profitability, reshaped by regulation and digital scale.

Speciality chemicals see weak exports but firm margins, as domestic demand and new capex set the stage for a stronger FY27–28.

India’s defence sector is accelerating with rising production and exports. Explore the full analysis inside.

Returns rely on Strategy & Holding Period, not just stocks. Read blog to see why patience wins.

Trying to hit a money goal without a plan is chaos. Horizon Portfolios fix that with timelines and glide paths. Read the full guide.

Why don't we share company specific reports? Our aim is to shift the conversation from “Which stock?” to “Which strategy?” Read more about our approach here.
