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The Strategy Behind the Growth & Quality Edge Portfolio

How Windmill Capital selects stocks for the Growth & Quality Edge Model smallcase & the framework behind the selection strategy.

If EVs Are the Future, Why Did This Theme Drop 35%?

EV stocks fell sharply despite strong EV progress. Here's a breakdown of what drove the decline and why the long-term story remains intact.

Apollo Hospitals’ Restructuring Plan: A Prescription for India’s Pharma Industry?

Apollo Hospitals' restructuring can potentially bring innovation within the pharma space from a broader perspective.

PCBL: From Tire Black to High-Margin Horizons & Beyond

PCBL transforms from tire-grade carbon black leader to high‑margin specialty, energy‑storage innovator via Aquapharm.

EVs Are Coming. Is India’s Power Infrastructure Ready?

EV adoption is rising, but is India’s power system ready? A look at the grid, storage & utilities powering the transition.

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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