curated smallcases Archives - Page 2 of 6 - smallcase

image What is driving the Auto Sector?
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 Digging deep into India’s metal sector
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
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.