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Our Investment Research Lab


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 rumoured acquisition price of INR 5,500 Crores was significantly higher than where we saw value creation potential. See details: https://www.altgind.com/post/tata-s-acquisition-of-ching-s-not-a-ka-ching-moment The deal has been structured in a way to help Tata Consumer unlock value while reducing risk as we had suggested. The line in the sand numb
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


$340 Million Udaan Fundraise: Is It A Lifeline Or Just Smoke And Mirrors?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The recent news of Udaan’s $340 Million fundraise from M&G brings the...
AltG
Dec 15, 2023


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


The Future Of Indian Healthcare Investments In The 21st Century
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The Indian healthcare sector is experiencing a surge in investments,...
By AltG Innovation Centre
Dec 6, 2023


What Is The #1 Mistake Investors Make In India Again And Again?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee India Is A Barbell Shaped Economy & Investment Landscape On the one...
By AltG Innovation Centre
Nov 29, 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


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


India's MVNO Industry- The $10 Billion Cable Cowboy Opportunity!
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The recent news of Indian Telco majors Airtel and Vodafone...
By AltG Innovation Centre
Nov 6, 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


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


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


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


Why Is JSW's Sajjan Jindal Betting On $10Billion MG Motor Investment Opportunity?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Sajjan Jindal's Deal For MG Motor India: Right Industry,...
AltG
Oct 2, 2023


The Agilus Diagnostics IPO: What You Should Be Looking For In The 2nd Largest Indian Diagnostics?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The 2nd largest Diagnostic service provider, Agilus...
By AltG Innovation Centre
Oct 2, 2023


Godfrey Phillips's 24SEVEN Deal: Spin-Off To Create $10 Billion Market Cap
By AltG Innovation Centre On Behalf Of Taponeel Mukherjee & Poornima Vardhan Key Takeaways: Our APEXX Formula tells us that there is a...
By AltG Innovation Centre
Sep 25, 2023


Nirma's Glenmark Life Sciences Deal for $680 Million: Strategic Move into Pharma
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Nirma, a household name in India renowned for its...
By AltG Innovation Centre
Sep 23, 2023
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