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AltG Investment Research Lab
Investment Research In Practise


At $1.1 Billion HDFC Credila meets BPEA EQT & ChrysCapital: What Next?
By AltG Research on behalf of Poornima Vardhan & Taponeel Mukherjee What’s The Deal? The latest HDFC Credila Deal is a $1.1 Billion deal...
By AltG Innovation Centre
Jun 20, 2023


"India's Private Companies Everywhere, But Not A Deal In Sight: The $10 Trillion Dilemma!"
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee As our team wrote today's newsletter, our analyst ran an online...
By AltG Innovation Centre
Jun 12, 2023


The Race For 1.2 Billion Dollar Indira IVF
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee Another day, another expensive deal for Private Equity in India. In...
By AltG Innovation Centre
Jun 6, 2023


World's Most Expensive $100Bn Lesson For Investors: Offline Is The Battlefield For Indian Commerce
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan In the latest e-commerce bloodbath, Glance - with total fundraising...
By AltG Innovation Centre
May 30, 2023


3 Key Takeaways From The HDFC Credila Education Loan Deal
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee In a recent development, HDFC wants to sell its wholly-owned...
By AltG Innovation Centre
May 9, 2023


What Does It Take To Win In India?
By AltG Research Our Principals, Poornima Vardhan and Taponeel Mukherjee, talk about "Differentiating To Generate Value in India's...
By AltG Innovation Centre
May 9, 2023


Indian Insurance Broking: The Billion Dollar "Facilitator" Hidden In Plain Sight
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee India is taking the business world by storm, as evidenced by...
By AltG Innovation Centre
May 1, 2023


Offline Commerce Is The Battlefield For The World's Third Largest Consumer Market - India
Offline Commerce Is The Battlefield For The World's Third Largest Consumer Market - India
By AltG Innovation Centre
Apr 26, 2023


The $45 Billion Opportunity In India's Broadband Market
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee As India rapidly moves forward with economic growth and...
By AltG Innovation Centre
Apr 25, 2023


How Will Reliance Add The Next $30 Billion To Its Market Cap?
How Will Reliance Add The Next $30 Billion To Its Market Cap?
By AltG Innovation Centre
Apr 21, 2023


What Is The Next Billion Dollar Investment Opportunity in India's Hospital Sector?
By AltG Research On Behalf Of Taponeel Mukherjee And Poornima Vardhan The recent multi-billion dollar healthcare deals: Temasek-Manipal...
By AltG Innovation Centre
Apr 17, 2023


"Revolutionizing the Two-Wheeler Industry: What Is The Tectonic Shift That Everyone Is Missing?"
By AltG Research On Behalf Of Taponeel Mukherjee And Poornima Vardhan In 2018-19, the two-wheeler industry reached a historical peak of...
By AltG Innovation Centre
Apr 14, 2023


Is Apollo Hospital's Bid for A Leading Diagnostics Chain A Game-Changing Move?
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee Below Are The Three Key Takeaways: 1. Why the interest? The Indian...
By AltG Innovation Centre
Apr 12, 2023


AltG's Investment Index - Indian Hospitals
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee The Promise of Indian Healthcare Indian healthcare has been an...
By AltG Innovation Centre
Apr 10, 2023


Indian Consumer Markets: The Key To The India-Japan 21st Century Partnership and Global South
By AltG Research on behalf of Taponeel Mukherjee & Poornima Vardhan India and Japan share a deep friendship with immense potential to...
By AltG Innovation Centre
Apr 6, 2023


Should Temasek Invest $75Mn in Data Analytics Software Firm Course5?
Overall, given the potential for scaling and rolling-up smaller software businesses onto a larger platform to generate significant...
By AltG Innovation Centre
Apr 6, 2023


AltG's Investment Index- Quick Service Restaurants (QSR) Industry
Indian QSR Industry Score: High FCF Growth, High Return Opportunity India's appetite for Quick Service Restaurant (QSR) is booming - both...
By AltG Innovation Centre
Apr 4, 2023


Ching's: Very Low Free Cash Flow, Very High Valuation
By AltG Research On Behalf of Taponeel Mukherjee and Poornima Vardhan Nestle's $1Billion Interest in General Atlantic-Controlled Ching's...
By AltG Innovation Centre
Apr 4, 2023


The $10Billion Secret Recipe for Indian QSR’s: Rolling-Up Franchisees To Create Mini-Jubilants
By AltG Research on Behalf of Poornima Vardhan and Taponeel Mukherjee As Published In Times Of India: Link To Article...
By AltG Innovation Centre
Apr 3, 2023


JK Tyre Sells 5.6% Stake To IFC
The recent JK Tyre-IFC deal has brought the spotlight back on the mobility space, where both tyre and two-wheeler stocks, have...
By AltG Innovation Centre
Mar 31, 2023
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