Strategy Boffins

Value Investing

Value Investment analysis of companies to help you invest better

For Long term investing, always invest when red line is below the black line

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PNB Housing Finance vs. Indiabulls Housing Finance vs. Bajaj housing finance

Value Investing

In summary, each of these housing finance companies has its unique strengths and challenges. LIC Housing Finance remains the largest and most stable player, thanks to its conservative lending practices. PNB Housing Finance is in the midst of restructuring but holds promise with its focus on retail loans. Indiabulls Housing Finance is recovering from a tough phase and is realigning its strategy toward retail loans, while Bajaj Housing Finance benefits from its parent’s strong financial position and technological prowess.

In the ever-growing housing finance market, these four players are well-positioned for the future, but their strategies and risk profiles will determine their performance in the long run.

Raymond vs. Aditya Birla Fashion vs. Arvind vs. Page Industries

Value Investing

In 2025: Page Industries leads with razor-sharp margins and best-in-class financial strength; ABFRL leads in revenue and brand breadth; Raymond stands strong in suiting and textiles with real estate ambitions; while Arvind delivers scale in denim and brands, though profitability remains moderate.

Welspun vs. Trident vs. KPR vs. Bombay Dyeing vs. Vardhman vs. Siyaram

Value Investing

India’s textile leaders—Welspun, Trident, KPR Mill, Bombay Dyeing, Vardhman, and Siyaram—each bring unique strengths to the market in 2025. From KPR’s consistent growth to Bombay Dyeing’s recovery bets, this comparison helps investors assess dividend stability, growth potential, and turnaround opportunities in one of India’s most important manufacturing and export-driven sectors.

SAIL vs. Tata Steel vs. JSW Steel vs. JSPL: A Comparative Analysis of India’s Steel Giants

Value Investing
Asifiqbal92, CC BY-SA 4.0 , via Wikimedia Commons

This analysis compares four major Indian steel companies—SAIL, Tata Steel, JSW Steel, and JSPL—across various aspects including business models, product offerings, financial performance, and strategic initiatives. Tata Steel and JSW Steel lead in global diversification and financial strength, while SAIL and JSPL focus more on the domestic market with differing levels of debt and profitability challenges.

RIL vs IOCL vs BPCL vs HPCL

Value Investing

This analysis examines the business models, market segments, future strategies, strengths, weaknesses, and financial performance of Reliance Industries Limited (RIL), Indian Oil Corporation Limited (IOCL), Bharat Petroleum Corporation Limited (BPCL), and Hindustan Petroleum Corporation Limited (HPCL). These companies are pivotal in India’s energy sector, each bringing unique competitive advantages and challenges to the market.

ONGC vs GAIL vs Oil India Limited vs Vedanta

Value Investing

India’s energy and resources sector is dominated by ONGC, GAIL, Oil India, and Vedanta. Each represents a different piece of the energy and metals puzzle—upstream exploration, gas distribution, oil production, and multi-commodity mining. In 2025, investors are evaluating dividends, growth strategies, and risks to decide where long-term value lies.

Akums Drugs & Pharmaceuticals Ltd. vs. Alkem Laboratories Ltd. vs. Mankind Pharma Ltd.

Value Investing

This comparison explores the distinct business models, market strategies, and financial metrics of Akums Drugs & Pharmaceuticals Ltd., Alkem Laboratories Ltd., and Mankind Pharma Ltd. Highlighting their strengths, weaknesses, and future plans, it provides a comprehensive overview of their positions in the Indian pharmaceutical industry.

Shakti Pumps vs. Kirloskar Brothers vs. KSB Limited vs. Roto Pumps

Value Investing

Shakti Pumps, Kirloskar Brothers, KSB Limited, and Roto Pumps are key competitors in the pump industry. Each excels in different segments: Shakti in solar technology, KBL in broad industrial applications, KSB in high-quality engineering, and Roto in positive displacement pumps. Their unique strategies and market positions drive intense competition.

Adani Wilmar vs. Marico vs. Agro Tech Foods Limited

Value Investing

Adani Wilmar, Marico, and ATFL are key competitors in India’s FMCG sector. Adani Wilmar focuses on essential commodities, Marico on health and wellness, and ATFL on innovative food products. Each company leverages its strengths to navigate market challenges and aims for growth through product diversification and strategic expansions.

Gokul Refoils & Solvent Ltd vs. Kaleesuwari Refinery Private Limited vs. Vimal Oil & Foods Ltd vs. Adani Wilmar: A Comprehensive Comparison

Value Investing

Gokul Refoils, Kaleesuwari, Vimal Oil, and Adani Wilmar are key competitors in India’s edible oil sector. Gokul Refoils focuses on high-volume sales, Kaleesuwari on brand strength, Vimal Oil on regional market focus, and Adani Wilmar on essential commodities. Each company leverages its strengths to navigate market challenges and aims for growth through product diversification and strategic expansions.

Bharti Hexacom's IPO Attracts Attention in the Telecom Sector

Before Market Opens
3 April, 2024

Bharti Hexacom’s IPO, backed by Bharti Airtel, opened with a price band of ₹542-₹570 per share, targeting a ₹4,275 crore raise. The IPO includes a significant anchor investment and reflects strong investor interest, particularly in the competitive Indian telecom landscape. As a provider in key regions, including Rajasthan and the Northeast, Bharti Hexacom stands out amidst major competitors like Vodafone Idea and Reliance Jio​

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SRM Contractors IPO: A Strategic Infrastructure Development Move

Before Market Opens
26 March, 2024

SRM Contractors Limited specializes in heavy civil works, focusing on challenging infrastructure projects like tunnels and bridges, particularly in Jammu and Kashmir. The company’s EPC model enables it to handle complex constructions efficiently, leveraging its leadership and specialized regional expertise for significant infrastructure advancement.

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Bank of Japan Shift from Negative Rates to Impact Global Stock Markets

Before Market Opens
20 March, 2024

The Bank of Japan’s anticipated end to negative interest rates signals a major policy shift, poised to affect global stock exchanges through currency fluctuations, investment reallocations, and altered risk sentiments. This move reflects broader trends toward interest rate normalization and may prompt strategic adjustments across international financial markets.

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Gopal Snacks Limited Announces Its Initial Public Offering (IPO)

Before Market Opens
6 March, 2024

Gopal Snacks Limited, a prominent player in the Indian snack food industry, has officially announced its plans to go public through an Initial Public Offering (IPO). This section provides an overview of the company’s background, IPO details, financial performance, market position, and potential impacts on the industry.

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Overview of Mukka Proteins IPO

Before Market Opens
4 March, 2024

Mukka Proteins Limited, an entity venturing into the public market, has attracted attention with its Initial Public Offering (IPO). The discussion here encapsulates the current Grey Market Premium (GMP) associated with Mukka Proteins’ IPO, providing insights into investor sentiment before the shares are officially listed.

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