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AltG Investment Research Lab
Investment Research In Practise


S&P Global Raises India's FY25 GDP Forecast: While The Going Is Good, Does It Get Better? And How?
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee For all the debate around India's GDP, the one issue...
AltG Investment Research Lab
Mar 27, 2024


Will TATA Motors Demerger Unlock Massive Value? The answer lies in the Balance Sheet
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee Tata Motors: Balance Sheets Matter, As Much As The Income Statement!...
By AltG Innovation Centre
Mar 8, 2024


INR 5100 Crore Tata Ching’s Deal: Read Between The Tea Leaves
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee AltG Strikes again! We had opined in September, 2023 that the...
By AltG Innovation Centre
Jan 13, 2024


Autoriders: A Mispriced Gem in India’s EV Transition
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee At AltG, we say, “Big Returns Require Big Ambitions.” And that is precisely what Autoriders is missing — ambition, and the clarity of path to achieve it. While the market overlooks its potential, we at AltG see significant value-creation opportunities through growth, acquisitions, and financial engineering — the same playbook that has built billion-dollar mobility platforms worldwide. The Untapped Opportuni
AltG
Jan 11, 2024


2 Ways To Generating Market Beating Returns In India's Healthcare Sector Amidst IPO And Valuation Surge
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The Indian healthcare industry might have 99 problems, but making...
By AltG Innovation Centre
Jan 11, 2024


OLA ELECTRIC IPO: Leading the Indian Electric Vehicle Industry or Embracing the Vinfast Approach?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The news of a potential Ola Electric IPO once again brings into focus...
By AltG Innovation Centre
Dec 11, 2023


The Indian Startup Sale: The Valley Of Death Or Hidden Diamonds?
In the wake of ZestMoney's recent shutdown, we find ourselves at a critical juncture in India's startup ecosystem. The demise of...
By AltG Innovation Centre
Dec 6, 2023


2 Reasons Why The World’s Greatest Investor - Warren Buffett's India Investment Lost 800 Crores
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee Warren Buffett, one of the world's richest men and the world's most...
By AltG Innovation Centre
Nov 25, 2023


Hero MotoCorp: Will it go the Microsoft way or the Zee Way?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee A news article published by The Morning Context on how Honda is...
By AltG Innovation Centre
Nov 22, 2023


Current State Of India's Investment Landscape: Billions Of Dollar Investments With No Return
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee India's economic rise in the 21st century is nothing short of...
AltG
Nov 14, 2023


Is This Indian Private Markets' BlackRock Moment?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Imagine investing $2 million in Bajaj Finance two decades...
By AltG Innovation Centre
Oct 31, 2023


What Is India’s Next Infosys?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee As the world experiences a shift towards longer life...
By AltG Innovation Centre
Oct 31, 2023


From Unicorn Dreams to IPO Reality: MamaEarth's IPO and Its Tumultuous Valuation Ride
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Honasa Consumer, the parent company behind the...
By AltG Innovation Centre
Oct 27, 2023


Private Mid-Market Champions To Drive India's $50 Trillion GDP by 2050
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee As India's GDP accelerates with the "Invest India" theme...
By AltG Innovation Centre
Oct 25, 2023


Unlocking Value In The Consumer, Retail, And Logistics Sectors: The CAPEX To OPEX Opportunity
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee In today's world with a high cost of capital, Indian...
By AltG Innovation Centre
Oct 23, 2023


The Secret Multi-Billion Dollar "Digital Infrastructure" Industry For India’s Consumer Market
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee "Data is the New Oil" is one of the most powerful...
By AltG Innovation Centre
Oct 23, 2023


The Secret To Investing In India
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The short answer for the "Strategic Secret" is "A Superior...
By AltG Innovation Centre
Oct 20, 2023


3 Key Themes For Q4 2023: Venture Debt, Private Deal Creativity & Betting On India's Consumer Market
As we head into Q4 of this calendar year, the 3 themes that will dominate headlines will be a venture debt reckoning, the need for...
By AltG Innovation Centre
Oct 16, 2023


Is Disney India (With Or Without Blackstone) A $10 Billion Opportunity Or Not Quite?
Is Disney India (With Or Without Blackstone) A $10 Billion Opportunity Or Not Quite?
By AltG Innovation Centre
Oct 11, 2023


Blackstone Cipla Deal or Torrent Cipla Deal: The Clash Of Private Equity And Pharma Giants
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Cipla Deal has taken the spotlight in recent weeks with a...
By AltG Innovation Centre
Oct 9, 2023
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