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Naveen K R, Author at smallcase

Senior Director, Windmill Capital

Mutual Fund smallcases by Windmill Capital: Better Portfolios, Less Clutter

Your five funds, four apps, and idle cash deserve better. Windmill's Mutual Fund smallcases bring structure to the chaos.

Understanding Oil Cartels and the UAE’s 2026 Exit

UAE exits OPEC in 2026, exposing cracks in cartel power as nations prioritise profits over collective control.

Why APL Apollo’s Growth Doesn’t Cost It a Rupee

How APL Apollo Tubes turned a single plant and a commodity product into a 55% market share, a negative working capital cycle, and a brand that now shows up in IPL broadcasts.

Windmill Capital Investor Letter – March 2026 Edition

From a $119/bbl oil shock and a record-low rupee to governance tremors at HDFC Bank and India's first green hydrogen export contracts, we break down March's five defining stories. Read the full update.

Sun Pharma’s Affordable Ozempic Moment And Four Other Big Bets Running Simultaneously

India's largest drugmaker is making its biggest bets yet; affordable Ozempic, a $10B acquisition, and a skin cancer breakthrough.

Credila Files ₹5,000 Cr IPO: India’s Only Pure-Play Education Loan NBFC Eyes Growth

Credila is India’s only NBFC solely focused on education loans. With a ₹5,000 Cr IPO on the cards, this blog breaks down its financials, ownership, and what lies ahead.

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Naveen K R, Author at smallcase

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