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AltG Investment Research Lab
Investment Research In Practise


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


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


Why Are The Burman’s Bidding $250 Million For Dabur - Religare Deal?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The news of the Burman family hiking their stake in...
By AltG Innovation Centre
Sep 30, 2023


The Money Spinner: $10 Billion TATA - Haldiram's Deal
By AltG Innovation Centre On Behalf of Poornima Vardhan and Taponeel Mukherjee As published in ET Retail : https://bit.ly/45JoEus In the...
By AltG Innovation Centre
Sep 24, 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


TATA's Acquisition of Ching's: Not a Ka-Ching Moment!
By AltG Innovation Centre On Behalf Of Taponeel Mukherjee And Poornima Vardhan TATA's Acquisition Of Ching’s maker - Capital Foods...
By AltG Innovation Centre
Sep 21, 2023


Barbeque Nation: A Secret $5Billion CDR Company Taking On QSR in India
By AltG Innovation Centre On Behalf Of Taponeel Mukherjee & Poornima Vardhan What’s Going On With Barbeque Nation? Barbeque Nation...
By AltG Innovation Centre
Sep 18, 2023


Bloomberg's TATA Assessment: Correct Conclusion, Constrained Content
Recently, Bloomberg published, in an article titled "An Old Indian Conglomerate Seeks the Elusive Elixir of Growth", an analysis of how...
By AltG Innovation Centre
Sep 13, 2023


2023 And Beyond: Premiumisation & Decentralisation
As we complete the halfway mark of 2023, it would be worth our while looking across the investment horizon and identify important...
By AltG Innovation Centre
Sep 1, 2023


So Why Do We Write A Newsletter?
Our friend the other day asked at dinner, "Why do you all write a newsletter at AltG?". He added that as builders and entrepreneurs, a...
By AltG Innovation Centre
Aug 28, 2023


Decoding The Playbook For Generating Stellar Returns In India’s IPO Market
The APEXX Formula: Deciphering the Strategies Behind India's Transformative IPOs and their Impact on Investor Success
By AltG Innovation Centre
Aug 14, 2023


Shifting Fortunes: How Joe Biden's China Investment Ban Is Set to Propel India's Private Markets
The recent news of US President Joe Biden banning certain US investments in Chinese Tech via PE/VC routes has massive implications on the...
By AltG Innovation Centre
Aug 11, 2023
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