21 results for “ROCE”

Why High Return on Capital Isn’t Enough: The Key to Long-Term Shareholder Returns

Return on Capital Employed (ROCE) is often touted as the hallmark of a quality business, but does it truly predict long-term shareholder returns? Our 10-year study of 800 companies reveals a surprising reality: starting ROCE isn’t the star—it’s the trajectory that steals the show. Companies that steadily improved their ROCE outperformed their peers, often starting from ordinary levels. Meanwhile, even top-decile ROCE firms sometimes delivered lacklustre returns. The lesson? The path of ROCE matters far more than its starting point. This article explores why sustained improvement, not static excellence, is the key to finding investments with exceptional long-term potential—and why high ROCE today doesn’t always mean high returns tomorrow.

Waaree Energies IPO: Powering India's solar sector growth. Should you invest?

The renewable energy world is changing fast, and Waaree Energies is leading the sector. Their upcoming IPO is drawing lots of attention from investors. But there's a big question on everyone's mind: Is renewable energy just a fad, or is it truly the future? Read to find out.

[Newsletter] High ROCE means higher returns?, 5 Good Reads, and Market Overview

Brent Crude has risen by 13% in the past month and is now trading around $84. Nifty 50, Gold and Silver cooled off a bit this week while USDINR gained a little.

[15-Jul] Market Overview, 5 Good Reads and Sensex 30 PE ratio

Where do Superhero stocks come from?

How easy is to find 10x stocks? We'll call them Superhero stocks. Turns out, such stocks are more frequent than we might think. Of over 1,000 companies ten years ago, nearly 15% grew market cap by 10x or more. A few by over 100x. What sets this set of superhero stocks apart from the rest? More importantly, do they provide clues to finding the next set of 10x stocks? We relied on data to find out...

Seven stocks that look more attractive after a correction

Markets have fallen. What are you buying? Nifty is down -13% from its peak in Oct 2021 and some stocks have fallen anywhere between -25% to -50%. In this post, we discuss seven companies which are still growing and available at a relatively better valuation after the market correction. Read on.

Xelpmoc: The X factor of India’s start-up ecosystem

When was the last time you heard about an IT company funding start ups from the cash flows of its core business? Yes. Info Edge. And no, we are not comparing this company with the behemoth. However, a 400 Cr Mcap company, with a revenue of 14 Cr & an investments of 47 Cr in various startups surely commands our attention. Read on to understand, how this small IT company is growing in an untraditional way.

Dodla Dairy IPO: Will it nourish investors?

The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst current scenario, here is a company that is promising both Value & Growth. Dodla Dairy, the fastest-growing private dairy player is looking to raise 520 Cr. The IPO proceeds mainly provide promoters and TPG Private Equity with partial exits, and the rest will go to reduce debt. On the plus side, it has grown faster than peers and has a healthy product mix. We took a look to see if it makes sense to invest.

VST Tillers Tractors: The House View

What's the story with VST Tillers Tractors? This little The performance of the Indian tractor industry has been exceptional in FY21. Sales of domestic tractors was 9 lakhs, the best in the history of the Indian tractor industry. In our house view series, we had a discussion on one of the small players in this space - VST Tillers Tractors. In this post, we take a brief look at the business, drivers, future plans and inputs from our members on the company.

Kalyan Jewellers IPO: Should you Invest?

The Indian retail jewellery market is estimated to be $ 64 billion, 32% of which is organized. We look at what has lead to market share gains and what the future holds for the organized players. We specifically look at the business of Kalyan jewellers and how it tries to differentiate itself from competition.

Anupam Rasayan IPO: Should you Invest?

Anupam Rasayan, engaged in the business of custom synthesis and manufacturing of speciality chemicals has come up with its 760 Cr IPO. Developments in the Chinese chemical industry will provide lot of opportunities to Indian companies. Will Anupam Rasayan seize this opportunity? We take a look at this and if it makes sense for investors to subscribe to this issue

The Pitfalls of Mid and Small Cap Investing

All investors want to own quality companies in their portfolios, these are all weather companies which if held over long periods of time give satisfactory returns to its holders and are better placed to handle the swings in the market. In this post we look at seven mid and small cap companies, which demonstrated certain features of quality and have touched their all time highs in the recent past. What happened to these companies now? Does buying companies backed by strong features work? We look at all of this in this post.

The UTI AMC IPO: Should you invest?

The Indian Mutual Fund industry is highly competitive. There are 43 Asset Management Companies (AMC), the top 10 players hold 83% of the Industry AUM. UTI AMC has got approval for its IPO and will hit the markets soon. In this post we look at the MF industry and prospects of the latest player coming to the markets.

Chemcon Speciality Chemicals IPO: Should you Invest?

Chemcon Speciality Chemicals, incorporated in 1988 and manufacturer of speciality chemicals primarily catering to the pharmaceutical industry is coming to the markets with its IPO on September 21st 2020. In this post, we look at the business of Chemcon and see if the issue is worth subscribing.

A Deeper Look at the Indian Steel Pipe Industry

The steel pipe industry is at an interesting juncture, large investments have been planned in the oil & gas, petrochemicals, water, infrastructure sectors. Steel pipes find applications in these industries. The industry may face headwinds in the near future, however the run way for the industry is long. In this post we look at the Indian steel pipe industry and the companies operating in this space. We discover couple of interesting developments that will help steel pipe companies navigate and come out stronger from the current scenario.

TTK Healthcare: Keeping Skore in the condoms segment

Our Best Stuff in 2019

Outlier in Focus : A Quick View of Atul Limited

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Atul Auto, a stock we found interesting that’s been an outlier.

Guest Post: Tough times don’t last, High ROC companies do

What Went Wrong With Kitex Garments?

Telecom Companies are NOT Losing Money To Data Services: The Net Neutrality Debate