

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)

After months of thin margins, India’s dairy story is turning creamier. Growth in value-added products is driving this change. Read the full article to learn more.

Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.

The September quarter reaffirmed India’s auto resilience; driven by premiumization, exports, and festive demand. Both Hyundai Motor India (HMIL) and TVS Motor Company (TVSL) posted strong profit growth despite input and volume headwinds.

India's economy shows resilience: upgraded credit rating, easing inflation, GST reforms & 6.5% growth. Read our analysis.

Branded drugs face tariffs now, generics could be next. Read Windmill Capital's take on the U.S. pharma tariff overhang.

Everyone’s hyping AI in investing, but what’s real and what’s smoke? Windmill Capital breaks it down in this article.
