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Company research memos

55 hand-built midcap memos. Filter by verdict, industry, or company. Short news desk notes live under News.

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2 memos of 55

buy

KSCL · Seeds & Agri Inputs

Kaveri Seed: non-cotton hybrid mix at a de-rated seed multiple

FY26 revenue rose 16% but FY26 CFO was negative; at ₹715 base FY27E offers ~16% upside to a Buy.

25 min · Yesterday

buyNATHBIOGEN• Seeds & Agri Inputs

Nath Bio-Genes (India) Ltd

Nath Bio-Genes: hybrid seed scale-up at a book-discount multiple

FY26 sales jumped 66% but OPM fell to 12% and FY26 CFO was negative; at ₹138 base FY27E offers ~17% upside to a Buy.

24 min · Yesterday