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Parth Parikh
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Parth Parikh is the Head of Content and Growth at Finsire, a pioneering digital infrastructure platform for assets that seamlessly connects financial data, credit, and AI-driven insights. In this role, he shapes the strategic partnerships and content around Finsire’s offerings. Before joining Finsire, Parth led online business initiatives at FinShiksha, delivering training programs and consulting services for finance professionals and students across top-tier institutions like IIMs, IITs, SP Jains, FMS, JBIMS, Symbiosis, and NMIMS. He also serves as a Core Team Member at A Junior VC, contributing insights on writing and startup initiatives. His earlier roles include managerial responsibilities at ICICI Bank and research analysis at Fidelity Investments. Over his career, Parth has built expertise in Sector Research, Wealth Management, Financial Modeling, and Banking, and remains dedicated to simplifying analysis to help individuals make more informed, data-driven decisions.
More From Parth Parikh
What Parag Parikh understood about investing that others didn’tSubscriber Only
June 21, 2025 06:58 IST
Stock conversations often chase what’s next. Parag Parikh looked at patterns in behaviour that repeated across cycles. His approach avoided hype, focused on fundamentals, and resisted panic. A look at how those ideas continue to guide investment decisions today.
Sat, Jun 21, 2025
Can IRCTC keep delivering? Inside India’s most unique listed businessSubscriber Only
June 20, 2025 06:30 IST
IRCTC’s IPO may be history, but the story is still unfolding. With strong margins in ticketing, steady growth in catering and Rail Neer, and rising tourism demand, IRCTC has evolved into a stable PSU. But where does it go from here, and what does it mean for investors?
Fri, Jun 20, 2025
Profits down 20%, but India’s #2 credit card player is doubling down: What’s SBI Cards’ big bet?Subscriber Only
June 11, 2025 10:04 IST
SBI Cards has quietly built a massive customer base of over 2 crore cards, capturing nearly 20% of India’s credit card market. In FY25, it reported EPS of Rs 20.2 and RoE of 14.6%. Its profits grew 39% quarter-on-quarter, although still down 19% from last year. So, where does SBI Cards go from here? And what should investors make of it today?
Wed, Jun 11, 2025
Too many brands, too little growth? A deep look at Devyani InternationalSubscriber Only
June 10, 2025 06:30 IST
After listing in 2021, Devyani grew rapidly. It opened new stores, added new brands, and expanded outside India as well. But lately, its growth has slowed down. Store-level sales are under pressure, and the stock has stayed flat for months. At the same time, the company has not stopped investing in expansion. The key question now is: can Devyani return to strong growth, or is it entering a longer phase of slow recovery?
Tue, Jun 10, 2025
Knowing when to sell a stock: Key signals investors shouldn’t ignore (Part 2)Subscriber Only
June 07, 2025 12:02 IST
Sometimes, even the best-run businesses can become bad bets if their industry is in decline or if you hold on too long without re-evaluating. We look beyond the balance sheet and ask: what is the right time to exit a stock?
Sat, Jun 07, 2025
Built on discipline, poised for more? The case for Kotak Mahindra Bank 2.0Subscriber Only
June 04, 2025 08:22 IST
From 2015 to 2020, Kotak's stock grew at a rate of about 16% annually. But since 2020, things have slowed down, with returns dropping to less than 5% a year. In a market where investors are rewarding institutions that are growing faster, scaling rapidly, and taking bolder steps in innovation, is Kotak still the quiet compounder it used to be, or has it lost its edge?
Wed, Jun 04, 2025
Knowing when to sell a stock: Key signals investors shouldn’t ignore (Part 1)Subscriber Only
May 31, 2025 13:47 IST
From high valuations to slowing growth and governance red flags, here are three scenarios where reevaluating your investment may be a smart move.
Sat, May 31, 2025
High margins, global orders, clean energy bets. Is Triveni the midcap Tata Power?Subscriber Only
May 29, 2025 07:09 IST
Triveni Turbines reported its highest-ever revenue of Rs 2,005 crore and EBITDA of Rs 517 crore. The stock has rallied nearly 3.5x in the last three years. Is this just the beginning of a longer upcycle, or is most of the good news already priced in?
Thu, May 29, 2025
Margins compressed, growth intact: What’s next for Shriram Finance?Subscriber Only
May 28, 2025 07:11 IST
After a 6x rally since the IL&FS crisis, Shriram Finance’s stock has stabilised at around Rs 600. FY25 saw 17% AUM growth, 3.3% RoA, and strong momentum in MSME, 2W, and passenger vehicle loans. But with NIM compression, lower PCR, and rising competition, the question is: can it sustain the next leg of growth, or has most of the easy upside already played out?
Wed, May 28, 2025
Everyone’s looking for the next HDFC Bank: What if it’s still HDFC Bank?Subscriber Only
May 26, 2025 08:53 IST
Despite a historic merger, NBFC crises, and intensifying competition, HDFC Bank has continued to report double-digit profit growth. We look at how India's largest private lender has managed to scale without slipping, and why, for investors, it may still be among the most compelling long-term bets.
Tue, May 27, 2025
30 million app users, 80% auto market share: Can MapmyIndia double its revenue by FY28?Subscriber Only
May 21, 2025 06:30 IST
With Rs 515 crore in revenue, 39% EBITDA margins, and an order book of Rs 1,500 crore, MapmyIndia is quietly and profitably building the backbone of India’s digital mobility infrastructure. But can it sustain this pace and deliver on its Rs 1,000 crore revenue target by FY28?
Wed, May 21, 2025
Titan: Is India’s jewellery giant ready to shine again?Subscriber Only
May 20, 2025 06:30 IST
Gold is near all-time highs. Demand is holding up. But Titan’s profits are flat, and its stock is treading water. Why isn’t India’s most trusted jeweller shining on the bourses?
Tue, May 20, 2025
India’s global brand moment? Titan, Royal Enfield, boAt are betting big on the world stageSubscriber Only
May 17, 2025 10:50 IST
After decades of staying local, Indian consumer companies are showing global ambition. What’s changed in capital, consumers, and confidence to make that possible now?
Sat, May 17, 2025
From Rs 500 to Rs 2,000 (and back to Rs 1,600): What’s next for HCL Tech?Subscriber Only
May 14, 2025 06:30 IST
After a 4x rally from 2020 to early 2025, HCL Tech’s stock has pulled back from Rs 2,000 to around Rs 1,650. Yet the fundamentals remain strong. In FY25, the company saw 6.5% revenue growth, 10.8% profit rise, and 38% ROIC. But with FY26 growth guidance trimmed, the question is: is this just a breather, or is the best behind us?
Wed, May 14, 2025
Contracts, capex, and chemistry: Is Aether Industries building an Asian Paints of specialty chemicals?Subscriber Only
May 12, 2025 13:40 IST
Specialty chemicals company Aether Industries is expanding capacity and shifting focus toward high-value contract manufacturing. Its revenue grew from Rs 1,092 million in FY18 to Rs 6,511 million in FY23, and EBITDA margins hovered between 21% and 29%. But since its IPO in 2022, the stock has been flat, delivering essentially no returns. The question is: does Aether have the pieces in place to break out? Or is it another story where the promise is strong, but the execution needs to catch up?
Fri, May 30, 2025
Cera has over Rs 600 crore cash, no debt, and big plans, but is the market already paying for it?Subscriber Only
May 05, 2025 11:14 IST
Cera’s stock is down 40% from its peak, but profits are at record highs. With over Rs 600 crore cash, zero debt, and a Rs 2,900 crore revenue target in the next three years, is India’s bathroom king ready to compound again?
Mon, May 05, 2025
The Damani playbook: How a reclusive investor built a Rs 2 lakh crore empireSubscriber Only
May 03, 2025 09:14 IST
Radhakishan Damani built a Rs 2 lakh crore fortune by focusing on value rather than trends. Starting as a stock trader in the 1980s, and later shifted to long-term investing in quality businesses like VST Industries and CRISIL. His biggest success, however, is DMart, a retail empire shaped by his disciplined investment philosophy. Damani’s story offers key lessons on patience, conviction, and the power of compounding.
Sat, May 03, 2025
MG, Mercedes, Mahindra, Kia, and BYD: Will Landmark Cars’ big brand expansion pay off?Subscriber Only
May 01, 2025 06:30 IST
Landmark Cars generates over Rs 4,000 crore in revenue by selling premium vehicles across India. After a year of slow growth, it is betting big on new brands . The question is: Can it finally shift gears and pick up speed again?
Thu, May 01, 2025
Bluechip stocks at 60% discount: Genuine opportunity or value trap?Subscriber Only
April 26, 2025 12:08 IST
Let's take a look at why holding companies stay cheap even when their assets soar. When does the discount shrink or vanish? And can retail investors turn this disconnect into long-term gain?
Fri, May 02, 2025
Rs 10,000 crore in bookings, 94% users from tier-II and beyond: Is Ixigo India’s most overlooked travel giant?Subscriber Only
April 25, 2025 19:20 IST
By offering flight, train and bus bookings on one integrated platform with superior mobile UX and local-market tuning, online travel agency Ixigo is shaping up as a dark horse in India’s travel-tech race.
Fri, May 02, 2025
Rs 21,000 crore bookings with 63% surge, 40% stock crash: Is Prestige a buy or a warning sign?Subscriber Only
April 24, 2025 11:23 IST
Prestige Estates Projects Ltd is now one of the largest listed real estate developers in India by sales. But while the company’s booked revenue is building a base for future growth, that growth will be closely scrutinised for timeliness, discipline, and cash flow impact.
Fri, May 02, 2025
From cement to cables: Is UltraTech building the blueprint for India’s next infrastructure giant?Subscriber Only
April 22, 2025 11:32 IST
Cement major UltraTech has announced a ₹1,800 crore bet on wires and cables. If the new venture succeeds, it could bring an additional ₹9,000–12,000 crore in annual revenue by the end of the decade, reinforcing the company’s role in India’s infrastructure economy.
Fri, May 02, 2025
The Vijay Kedia blueprint: How one man turned small stocks into Rs 1,400 crore wealthSubscriber Only
April 19, 2025 08:56 IST
Vijay Kedia built his fortune not by chasing trends but by holding conviction. He focused on small, underappreciated companies with clear market opportunities, trustworthy promoters, and room to scale. A look at the patterns that guide Kedia’s entry and exit, how he identifies businesses worth holding for a decade, and how he evaluates risk in companies that look cheap but may not be scalable.
Sun, Apr 20, 2025
From Santro to SUVs to EVs: Can Hyundai now deliver for investors like Maruti did?Subscriber Only
April 17, 2025 06:30 IST
Between FY21 and FY24, Hyundai Motor India’s net profit jumped over 3x and its operating margin expanded from 10.4% to 13.1%. The stock is already valued at ~24x earnings, close to Maruti’s historic average. With margins near their peak and competition intensifying, the question is: can Hyundai grow and deliver consistent shareholder returns, like Maruti once did?
Thu, Apr 17, 2025
This midcap compounder is once again making a big business bet. Another 10x return opportunity?Subscriber Only
April 14, 2025 13:54 IST
Between 2018 and 2021, Deepak Nitrite’s stock delivered staggering returns: revenue jumped from Rs 1,700 crore in FY18 to over Rs 8,000 crore by FY23, and EBITDA soared from Rs 198 crore to over Rs 1,500 crore. But that momentum has slowed. The stock has fallen in the last three years. The company is now gearing up for its next act: moving toward value-added polymers and specialty solvents. This pivot could make Deepak Nitrite a global player in performance materials. But can it replicate its past success?
Mon, Apr 14, 2025Journalism of Courage
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