How Teji Mandi launched and expanded with smallcase Gateway
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How Teji Mandi launched and expanded with smallcase Gateway
Teji Mandi, a subsidiary of Motilal Oswal Financial Services Limited, was founded…
How Aadhar Housing Finance Turned “No Payslip? No Problem” Into a ₹31,000 Crore Business
Aadhar Housing Finance built a ₹31,000 crore business by lending to borrowers without payslips, scaling loan book using on ground efforts.
Ashok Leyland’s Best Year Ever Goes Unnoticed
Ashok Leyland has quietly transformed its business, becoming more profitable and financially stronger while reducing its dependence on truck sales in FY26.
Beyond the Platform: What India’s Defense Boom Is Actually Built On?
What will actually separate the long-term winners from the companies simply riding India’s defense boom? We take a closer look.
Windmill Capital Investor Letter — August 2026 Edition
Two boardroom shocks pulled the Nifty down 1.24% in August while midcaps rose. Inside: C-suite exits, Coal India's ₹1 lakh crore bet, defence, and EVs.
A Subscriber’s Guide to Windmill Capital smallcases
A comprehensive guide to all things Windmill Capital for new subscribers and investors. Learn about how to choose smallcases and manage them.