Categories
Annual Reports Mining

GMDC: Jai Ambaji

Source: FY2025 Annual Report of Gujarat Mineral Development Corporation Ltd

Categories
Economy

India: Keep the Faith

Source: Investor Presentation of Navkar Corporation Ltd

Categories
Pharma

India’s Top Pharma Cos

Source: Investor Presentation of Sun Pharmaceutical Industries Ltd

Categories
Links

Linkfest: 02 September, 2025

Some stuff I am reading today morning:

Gold touches lifetime high of 1.05 L/10 grams (DH)

Modi-Xi-Putin are all smiles (CNBC)

India’s defiance could reshape oil markets (OP)

Decoupling from Dollars (Balaji)

UK’s Bond Market is collapsing (Kobeissi Letter)

EaseMyTrip’s Wrong Turn (Inc 42)

Some charts that will surprise you (CS)

The “Salad Oil” approach to investing (AM)

A $25 Billion Crypto Hoarding Craze (Bloomberg)

You can’t retire on 1 Cr (FE)

Categories
Annual Reports

Venky’s: Chicken Masala

Source: FY2025 Annual Report of Venky’s (India) Ltd