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Windmill Capital Investor Letter – July 2026 Edition

July was the month earnings did the heavy lifting. Strong Q1 FY27 results and a Fed on hold pushed Indian equities higher even as crude oil climbed and geopolitical tension stayed elevated all month.

₹1 Lakh, One Crash, Three Very Different Outcomes

Three investors put money into the exact same strategy right before a market crash. One panicked and sold. One held on. One kept a monthly SIP going through it all. Same crash, same strategy; wildly different outcomes. Here's what actually separated them.

Inside HNI Prime Growth at a Fair Price Asset Allocation smallcase

Rather than staying invested in equities at all times, the HNI Prime Growth at a Fair Price moves between asset classes depending on how equity markets are behaving.

Strategic Analysis: The Persistent-Nagarro $2.9 Billion AI Consolidation

Persistent Systems just agreed to buy Germany's Nagarro SE for $1.3 billion and paid a jaw-dropping 140% premium to do it! We explain this deal in plain English.

How Kirloskar Oil Engines Went From Boring to Upper Circuit

KOEL (Kirloskar Oil Engines Limited) posts record ₹5,604 crore in FY26 sales, wins 192 MW hyperscale data centre order, and launches defence subsidiary Kirloskar Advanced Systems.

HCLTech Is Down 36% This Year, Here’s What It’s Betting On Next

HCLTech moves into chip manufacturing with Foxconn, a lead investment in India's sovereign AI project Sarvam, and a retraining push across 135,000 employees.

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