curated smallcases Archives - Page 2 of 8 - smallcase

image What is driving the Auto Sector?
Reading Time: 4 minutes
The Indian automobile industry is poised for steady growth, driven by the rising middle-class population, increasing disposable incomes, and the government's push for the electric vehicle market. These factors are expected to continue fueling the demand for vehicles, ensuring a promising future for the sector.
image What is the Zero Debt smallcase all about?
Reading Time: 2 minutes
How can a portfolio with zero debt companies be useful to investors? Read more to find out the rationale behind constructing a portfolio of companies that are debt-free.
image Digging deep into India’s metal sector
Reading Time: 3 minutes
In this article, we will explore the metal sector's contribution to various industries, highlight key government initiatives, and identify growth drivers for the sector. 
image smallcase in Focus: June 2023
Reading Time: 4 minutes
A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers –  Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.