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What Happens After a Pharma Company Gets an FDA Warning Letter?

Clean FDA inspections at three facilities, two ADHD drug approvals, and a first profitable quarter for its new peptide business, Granules India's FY26 shows what a recovery from a warning letter actually looks like.

The Fevicol Company Just Had a Quietly Excellent Year, Here’s Why

Fevicol's maker just posted double-digit volume growth and higher margins, in a business decades past its "growth stock" phase, backed by a Tanzanian joint venture, a quiet stake swap, and a startup eyeing an IPO.

Windmill Capital Investor Letter – June 2026 Edition

Large and small caps diverged sharply in June, but oil drove the swings from crisis to calm and back. We cover the RBI's rupee playbook, the oil story, defence's breakout month, and India's data centre boom.

Lupin’s Quietly Busy Quarter: What Happened After the Big Earnings Beat

Here's what Lupin actually shipped between April and June 2026 and how much of it lines up with what they said they would.

630 Days of Smallcap Carnage: How One Portfolio Walked Away With Just a Scratch

One portfolio survived 630 days of a smallcap carnage. Here's the one rule that made the difference.

How Windmill Capital Approaches Sector Rotation

Windmill's sector rotation smallcases aren't about spreading evenly. It's about finding where growth is actually happening, then sizing accordingly.

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