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AltG Investment Research Lab
Investment Research In Practise


The Rupee’s Slide in 2025: A Crisis, A Signal, and an Opportunity
A weak Rupee was inevitable. A strong Rupee is a choice. India wins when INR assets become world-class, high-value services scale, and capital flows chase Indian growth.
AltG Investment Research Lab
12 hours ago


What’s Slowing Apple India? Apple India.
Apple Inc.’s explosive growth in India, long seen as the company's next frontier, has hit a wall. New filings reveal that annual sales growth has decelerated to 18% year-on-year, the slowest pace in six years. This slowdown signifies the end of the "easy pickings" era, where a low base and strong brand equity drove impressive numbers. Now, analysts warn growth could dip further to the 10-15% range, signaling a critical need for a strategic pivot.


License to Build: Can Godrej Properties Leap From 8 to 80 Billion?
Godrej Properties: The Brand That Sells Fast — But Must Now Deliver Faster For years, Godrej Properties Ltd. (GPL) has been India’s polite powerhouse — a brand everyone trusts, but few associate with breakneck speed. That perception is starting to change. In the September quarter, GPL delivered its highest-ever second-quarter and half-year profits — ₹405 crore and ₹1,005 crore respectively, up 21 % and 18 % year-on-year. Bookings hit ₹8,505 crore , a 64 % jump from last yea


Can IGI (International Gemological Institute) Polish Itself Into India’s Brightest Diamond?
When the International Gemological Institute (IGI) listed in India earlier this year, it glittered. The stock soared over 50%, marking one of the most successful IPOs in recent Indian market history. Investors loved the story — an asset-light, global certification business positioned at the intersection of luxury, trust, and technology. After successfully navigating tariff wars, the company’s latest earnings confirmed sustained growth, driven by increasing global certificatio


Hitachi Energy India Gains 13% on Strong Q2 Results: Can the Momentum Continue?
Hitachi Energy India reported a stellar Q2 FY26 with profit up 4× and order inflows rising 13%. As India’s leading power-infrastructure company, it’s now positioned at the intersection of the energy transition and the AI revolution. With a ₹29,000-crore backlog and expanding margins, the company is powering the grids and data-centre infrastructure driving India’s next phase of growth.


Meesho IPO: Is Bharat’s Bazaar Beating the E-Commerce Giants?
A deep dive into Meesho’s upcoming IPO — exploring how the Bharat-first marketplace is reshaping India’s e-commerce landscape.


Barbeque Nation: Sizzling or Fizzling?
Barbeque Nation’s stock is down 65%, but India’s dining boom isn’t over. The brand must evolve—asset-light, AI-driven, and health-focused—to reinvent itself for a new generation of diners.


INDIA AIRPORT PRIVATISATION: THE NEXT FRONTIER OF INFRASTRUCTURE AND AI GROWTH
Indian airports present one of the most compelling infrastructure investment opportunities globally. With one of the fastest-growing economies and an under-penetrated aviation network, India’s “patronage” assets such as airports represent scalable, recurring-revenue platforms that combine infrastructure, real estate, and digital transformation. As policymakers in India accelerate airport modernisation and expand aviation access to Tier-2, 3 and 4 cities, private capital and s
AltG
Oct 18


The Equation That Builds Nations — And the One That Will Decide India’s Future
Can India transform its growth equation by moving from consumption-led services to exporting intellectual property that powers the world?


Can Eternal's Profitability Catch Up With Its Habit Lead?
India taps Eternal for dinner and Friday night: Zomato + Blinkit + District now own the habit loop. Leadership is clear; profits lag. Can densification and fees beat rising last-mile costs?


Born to Be Wired, Built to Control: John Malone’s Lessons for India’s Founders
Startup founders in India pour their lives into building companies — often ending up with less than 5% ownership by the time the IPO bell...
AltG
Sep 23


Can Starlink Deliver in India After Tesla Missed the Mark?
The lesson is clear: Starlink’s satellites may be in space, but its success will be decided on the ground
AltG
Sep 10


Is Theobroma A Sweet Bet For ChrysCapital?
ChrysCapital’s $315M investment in Theobroma marks a bold bet on India’s growing appetite for premium bakery brands. With over 150 outlets and strong customer loyalty, Theobroma stands out in a fragmented market. The return kicker? Expanding into new cities while preserving premium pricing — a recipe for 3–5× capital returns over a medium-term horizon.
AltG
Jul 15


AI Is Redefining India's Business Landscape: Survival Through Innovation
AI is not just enhancing Indian business — it’s reinventing it. From automating operations to transforming balance sheets, Indian companies are leapfrogging into a new era of capital-efficient, AI-native growth. AltG calls this shift Generative Equity — a bold new model for building and scaling businesses in global growth markets.
AltG
May 21


Is India the Global SPAC Market’s Missing Piece?
As the SPAC (Special Purpose Acquisition Company) market rebounds in the U.S., a new opportunity is quietly emerging thousands of miles...
AltG
May 21


Can Tata Motors Navigate the Perfect Storm of US Tariffs, EV Wars, and China’s Crisis?
Can Tata Motors' Recover From The Perfect Storm Of Tariffs, EV Wars, and a China Crisis?
AltG
Mar 27


Fixed Income Market Infrastructure: The Key to Unlocking India’s Growth
Is India ready to strengthen its credit market infrastructure, build CDS liquidity, and enhance risk pricing for financial stability?


Can IRDAI Be The Knight In Shining Armor For India's Insurance Sector?
The real roadblock to insurance growth in India isn’t Insurane Companies but regulations. Can IRDAI change that?


Can Abenomics-Inspired Strategy Unlock $2 Trillion Boom For India?
How Can India unlock a $2 trillion boom with bold tax reforms and a strategic Abenomics -inspired approach?


What's the Right Brushstroke for Asian Paints: Acquiring Akzo Nobel India?
What's the Right Brushstroke for Asian Paints: Acquiring Akzo Nobel India?
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