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In-Depth Sectoral Rotation Tracker: June 30, 2025
Key Shifts and Leadership Trends
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Harsh Vora
In-Depth Sectoral Rotation Tracker: June 24, 2025
Key Shifts and Leadership Trends
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Harsh Vora
VBL DCF Valuation: Unlocking Intrinsic Value
Providing a clear, data-driven assessment of Varun Beverages Limited (VBL)’s true financial value
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Harsh Vora
Tech Mahindra: The Turnaround Takes Hold
An In-depth Fundamental Analysis of a Resurgent IT Services Leader
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Harsh Vora
India Financial Market Weekly Review: June 8-15, 2025
In-Depth Sectoral Rotation Analysis
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Harsh Vora
India Financial Market Weekly Review: June 1-7, 2025
1.
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Harsh Vora
Complete Financial Model of BEL
A ground-up exploration of BEL’s business model, revenue drivers, profitability levers, and risk profile
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Harsh Vora

May 2025

April 2025

Is LIC Housing the Dark Horse of India’s Mortgage Market?
A Deep Dive into LIC Housing’s Turnaround & Competitive Moat
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Harsh Vora
Part 4: Arriving at BPCL’s Intrinsic Value
A step-by-step DCF valuation combining cash flows, capital costs, and terminal growth outlook
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Harsh Vora
BPCL Valuation, Part 3: What Is BPCL’s Cost of Capital?
The return BPCL must earn to create value
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Harsh Vora
3
BPCL Valuation, Part 2: Reinvestment, Capex, and Capital Efficiency
I analyze how much BPCL needs to reinvest across refining, petrochemicals, and green energy, and whether those investments will create shareholder value
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Harsh Vora
2
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