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FinancialsHBHorizon Bank
Financials24 Jul 2026

Horizon Bank: Quality Compounding at a Sensible Price

A deposit-led franchise, conservative underwriting and improving operating leverage create a durable path to book-value compounding.

View₹2,050Reference price₹1,738Implied upside+18%
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IndustrialsAIAster Industries
Industrials12 Jul 2026

Aster Industries: An Underappreciated Capacity Cycle

Capacity additions are arriving as end-market demand broadens, while a cleaner balance sheet gives the company room to compound.

View₹890Reference price₹812Implied upside+10%
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ConsumerNCNorthstar Consumer
Consumer28 Jun 2026

Northstar Consumer: Distribution Is the Moat

Deep rural distribution and disciplined brand investment support share gains without compromising returns on capital.

View₹1,540Reference price₹1,395Implied upside+10%
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