What’s Keeping Oil Refiners Afloat Amid Global Tensions?
Recent Stories
Next →
What’s Keeping Oil Refiners Afloat Amid Global Tensions?
Let’s break down how PSU refiners managed to thrive in global turbulent times, and what it means for investors.
Why Windmill Capital Does Not Release Company-Specific Reports
Why don't we share company specific reports? Our aim is to shift the conversation from “Which stock?” to “Which strategy?” Read more about our approach here.
India’s Dairy Sector: From Margin Squeeze to Recovery in 2025
After months of thin margins, India’s dairy story is turning creamier. Growth in value-added products is driving this change. Read the full article to learn more.
Windmill Capital Investor Letter – October 2025 Edition
Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.
India Auto: Premiumization, Export Surge, And Festive Demand Drive Q2FY26
The September quarter reaffirmed India’s auto resilience; driven by premiumization, exports, and festive demand. Both Hyundai Motor India (HMIL) and TVS Motor Company (TVSL) posted strong profit growth despite input and volume headwinds.
Macro Matters: How India’s Economy Shapes its Sectoral Trends
Economic forces like growth, inflation, and policy decisions ripple through every stock portfolio. Let's break it down in this article.