Hi Prudent Investors! This update brings you the financial highlights for Q4 FY25 and FY25, along with key developments across the companies featured in Prudent Ideas. It’s prudent to keep in mind that several of these companies are in the ultra microcap space. As such, they require a longer investment horizon and close monitoring as they …
Hi All, ever since we put out the tweet below, the unusually high fixed asset turnover ratio has been nagging at us.
It didn’t quite sit right, and that curiosity turned into a deeper investigation. See their reply below, avoiding our questions. “revaluation of the assets was not done since August 2020”, so 5 years have passed still they didn’t get an opportunity to re-evaluate? This raises some serious concerns about the officials and auditors. They replied with some vague figures (No official document references)
Let’s throw it back to 2010. A kilo of tomatoes cost ₹10, a small shop owner could rent a decent store for ₹5,000 a month, and the cost of building a home was nearly half of what it is today. Now imagine that none of those prices ever changed, even in 2025. Sounds like a …
What Is Inflation? What Makes It A necessary Evil? Read More »
Archean Chemical Industries Limited (ACIL) is a speciality chemicals manufacturing company that produces and supplies marine chemicals, including industrial salt, liquid bromine, and sulphate of potash (SOP). ACIL serves a range of industries, including agriculture, pharmaceutical, water treatment, aluminium, glass, and textiles.
This engineering nanocap company specialises in high-precision components for the valve and pump industry. With a global footprint spanning 10 countries and a focus on over 20 key customers, including DRDO, it aims to drive growth through innovation, sustainability, and strategic partnerships. Their products are used in some key critical industries such as Defence and Wastewater. This is probably the 2nd smallest company we are covering after METSL in March 2024.
Investing often feels like an action-packed game, where the more you do, the more you think you are achieving. However, the philosophy of doing nothing flips this idea on its head. Instead of the constant urge to optimise your entry and exits frequently, this approach encourages patience, discipline, and strategic inaction, often leading to better long-term results.
An auto component manufacturer with over five decades of experience, specializing in control cables. The company has a long-term relationship with top domestic and global OEMs, focusing on exports and high-margin products. Recent expansions into new segments and international acquisitions have strengthened its market position, driving steady revenue growth and improved profitability. The company is on the path of transforming itself from a family-run business to a more professionally run business.
Hi, we are writing this to pen down our thoughts and what are some of the bad and good events that has happened in the company level and what are we going to do in the next 2-3 months.
First of all, let’s see and calculate the damage on the Indices:
Nifty is down around 16% from the peak of 26,200 (Sep 2024)
Nifty MidCap 100 Index is down around 22% from the peak of 60,800 (Sep 2024)
Nifty SmallCap 100 Index is down around 25% from the peak of 19,600 (Dec 2024)
Nifty Microcap 250 Index is down around 27% from the peak of 26,400 (Dec 2024)
As far our portfolio is concerned, we are down about 28% from the peak and currently entered the negative zone on a portfolio level
