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Naveen K R, Author at smallcase - Page 6 of 51

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)

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.

Strait to the Point: What the Hormuz Crisis Means for Your Money

War, oil, and your portfolio: what the Hormuz crisis means for Indian investors and how to stay the course.

Full Throttle: Mahindra’s Most Consequential Chapter Yet

Mahindra sold out a Batman electric SUV in 135 seconds. That's just one headline from its most record-breaking year ever.

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.

Old Guard, New Playbook: How ITC Is Quietly Betting on India’s Next Consumer

Legacy FMCG giants are no longer content building brands from scratch. ITC, Marico, and HUL are snapping up digital-first startups but each is doing it very differently.

Windmill Capital Investor Letter – February 2026 Edition

From an AI-driven "SaaSpocalypse" and a $22B IPO fever to conflict in Iran and a GDP overhaul, we break down February's five defining stories. Read the full update.

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Naveen K R, Author at smallcase - Page 6 of 51

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