Journalism of Courage
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Parth Parikh
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Parth Parikh is the Head of Content and Organic Growth at Vested Finance, India’s global investing specialist that enables investors to access US Stocks and ETFs, Global Funds, Private Market opportunities, and curated portfolios. At Vested, he leads large-scale content, research, and community initiatives that help Indian investors navigate global markets with clarity and confidence. Before joining Vested, Parth headed Content and Growth at Finsire, where he worked on digital infrastructure for financial data, credit, and AI-driven insights. Parth is also a Core Team Member at A Junior VC, where he contributes to storytelling and research on startups and new-age businesses. His earlier experience includes roles at ICICI Bank and Fidelity Investments.
More From Parth Parikh
CEAT’s big bet on premium and global markets: Opportunity or overreach?Subscriber Only
November 18, 2025 06:30 IST
In Q2 FY26, CEAT delivered double-digit revenue growth, nearly 41 per cent gross margins, and more than 13 per cent EBITDA margin. Softer input costs, a rebound in OEM and export demand, and a premium product mix lifted performance, while the Camso acquisition signalled a bold global ambition. Yet, higher leverage and exposure to volatile global cycles raise a question: can CEAT sustain its new rhythm when costs rise and competition intensifies?
Tue, Nov 18, 2025
Occupancy at 85%, profits up 69%: Can Mahindra Holidays keep the momentum?Subscriber Only
October 11, 2025 06:30 IST
Mahindra Holidays’ June quarter was a paradox of strength and slowdown. Occupancies stayed high at 85%, profits surged 70% YoY, and cash hit a record Rs 1,576 crore — yet new memberships halved and sales fell 30%. With margins at a record 39%, the company is pivoting to fewer, higher-value customers and an asset-light model. Investors are now watching whether Mahindra Holidays can turn full resorts and fat margins into sustainable, long-term growth.
Sat, Oct 11, 2025
Rs 5,000 crore cash, 60x P/E: Can ABB India’s premium valuation hold as growth moderates?Subscriber Only
October 08, 2025 06:30 IST
ABB India’s stock trades at 60x earnings and sits on over Rs 5,000 crore in cash, backed by a Rs 10,000 crore order backlog. But with margins narrowing and order inflows slowing, investors face a key question: can ABB’s premium valuation hold?
Tue, Oct 07, 2025
Ventive at 150x earnings: Is this luxury hotel stock too rich for retail investors?Subscriber Only
October 04, 2025 09:39 IST
In Q1 FY26, Ventive reported Rs 520 crore in revenue, up 18 percent year on year. Of this, hotels brought in Rs 386 crore while the rental business added Rs 124 crore. The real highlight was operating profit: EBITDA was Rs 220 crore, with margins at 42 percent. The question now is whether this premium pricing in the market reflects a business already delivering, or one that still needs to prove it can scale without losing its shine.
Sat, Oct 04, 2025
45x earnings, 20 quarters of growth: Can Happiest Minds keep delivering?Subscriber Only
October 03, 2025 06:30 IST
In Q1 FY26, Happiest Minds Technologies posted revenue of Rs 579.9 crore, up 18.5% year-on-year, with net profit rising 12% to Rs 57.1 crore. The company has been investing aggressively in cloud, automation, cybersecurity, and now Generative AI, while strengthening its presence in BFSI and healthcare. For long-term investors, the question remains: is the market rewarding this foresight, or already pricing it all in?
Fri, Oct 03, 2025
From airport lounges to boardrooms: Why Chalet Hotels is catching investor attentionSubscriber Only
September 30, 2025 07:05 IST
In Q1 FY26, Chalet Hotels’ revenues surged 146 percent to Rs 908 crore, with EBITDA up 150 percent to Rs 371 crore. Average daily rate rose 17 percent to Rs 12,207, while occupancy slipped to 66 percent. For retail investors, the stock offers exposure to India’s hospitality upcycle, with double-digit ADR growth and rising RevPARs. But the key question is: can the momentum last?
Tue, Sep 30, 2025
Fevicol maker Pidilite delivers double-digit growth, but is 70x earnings justified?Subscriber Only
September 16, 2025 07:32 IST
In Q1 FY26, Pidilite’s consolidated revenue rose 10.6 percent year-on-year, EBITDA grew 15.8 percent, and net profit increased by 18.7 percent. While the double-digit growth is impressive, the key question for investors is: can it keep compounding at a pace that justifies 70 times earnings?
Tue, Sep 16, 2025
Aditya Birla Fashion & Retail’s expanding wardrobe shows profit discipline, but investors still wait for returnsSubscriber Only
September 15, 2025 12:48 IST
Aditya Birla Fashion & Retail Ltd has built India’s most diverse fashion portfolio — from Pantaloons and Van Heusen to Sabyasachi and Tasva — but its stock still hasn’t rewarded long-term investors. The question is: is ABFRL building a fashion powerhouse or just juggling too many brands to deliver real returns?
Mon, Sep 15, 2025
Phoenix Mills goes all in: Will India’s retail revival deliver long-term profits?Subscriber Only
September 11, 2025 06:30 IST
Phoenix Mills is doubling down on India’s retail revival. From crowded atriums and premium tenants to a Rs 5,449 crore buyout of its partner’s stake in marquee malls, the country’s largest mall operator is reshaping its portfolio for long-term gains. But while footfalls and spending are surging, rental income growth remains modest. The question for investors is whether Phoenix can balance growth with debt and turn today’s shopping boom into lasting profits.
Thu, Sep 11, 2025
Parks, resorts, and a Rs 600 crore bet on Chennai: Where is Wonderla heading next?Subscriber Only
September 09, 2025 06:30 IST
In Q1 FY26, Wonderla Holidays’ average revenue per user rose 6% to Rs 1,775, revenue dipped 3% to Rs 169 crore, and net profit moderated to Rs 52.6 crore. Beyond the numbers, the company is reshaping itself into a broader leisure brand with premium resorts like The Isle in Bengaluru and a Rs 600 crore Chennai park slated for 2025, signalling long-term growth ambitions despite near-term cost pressures.
Mon, Sep 08, 2025
From loans to mutual funds: Is Jio Financial the next big bet for investors?Subscriber Only
August 30, 2025 06:45 IST
In the June 2025 quarter, Jio Financial Services’ consolidated income rose 48 percent YoY to Rs 619 crore, and the lending arm has expanded its AUM to Rs 11,665 crore from Rs 217 crore a year ago. Yet, the stock price has not matched the pace of expansion. This raises the question: is Jio Financial an investment worth exploring at this stage?
Sat, Aug 30, 2025
After Q1 margin squeeze, is Tata Consumer still a buy?Subscriber Only
August 28, 2025 06:30 IST
In Q1 FY2026, Tata Consumer’s revenues grew 10% to Rs 4,779 crore, but the EBITDA margin slipped to 12.9% from 15.4% a year ago. For investors, the key question is whether the stock, already trading at rich valuations, still has meaningful upside.
Thu, Aug 28, 2025
The Emami paradox: Why a household favourite has been a stock market laggard for a decadeSubscriber Only
August 22, 2025 11:45 IST
In Q1 FY26, Emami’s gross margin stood at nearly 70 percent, among the highest in the FMCG space, and net profit increased by 9% to Rs 164 crore. Yet, Emami’s stock has spent much of the last ten years moving sideways. As the company celebrates fifty years of brand building, will the next decade be different for its shareholders?
Fri, Aug 22, 2025
Luxury, land, and a Rs 90,000 crore pipeline: Is Godrej Properties still a buy?Subscriber Only
August 20, 2025 06:30 IST
Godrej Properties’ business fundamentals remain strong. In Q1 FY26, the company delivered its highest-ever quarterly net profit of Rs 600 crore, EBITDA of Rs 915 crore, and collections stood at Rs 3,670 crore, a 22 percent rise from a year ago. Yet the flat share price raises questions: is the growth pace slowing, is the premium valuation already pricing in the next few years, or is the broader housing cycle entering a more balanced phase?
Wed, Aug 20, 2025
928 stores in 206 cities, 60% gross margin: Can Metro Brands continue to deliver growth?Subscriber Only
August 18, 2025 13:35 IST
Metro Brands’ stock is currently trading in the range of Rs 1,150-1,200. The company has maintained gross margins near 60 percent while introducing new brands, adding store formats, and expanding into smaller cities and towns. The question now is: can it continue to deliver growth in the years ahead?
Mon, Aug 18, 2025
8x stock surge, record Q1 FY26 revenue: Can Polycab sustain the momentum?Subscriber Only
August 12, 2025 06:30 IST
Polycab’s stock is currently trading at Rs 7,000, an eight-fold jump in five years. In Q1 FY26, the company reported Rs 5,906 crore in revenue, up 26% YoY. The wires & cables division brought in around Rs 5,130 crore or about 87% of total sales, growing a strong 31% YoY. For investors, the question now is whether the next phase can match or even exceed the voltage of its past run.
Mon, Aug 11, 2025
33 million folios, stock above Rs 800: Is NAM India worth a buy?Subscriber Only
August 06, 2025 14:11 IST
In 2025, Nippon Life India Asset Management's stock price crossed Rs 800. The company’s revenue from operations stood at Rs 606.6 crore, up 20% YoY from Rs 505 crore in Q1 FY25, and it reported a PAT of Rs 396.1 crore. The question now is: is the real growth phase for NAM India only just beginning?
Wed, Aug 06, 2025
Beyond the rally: Is 360 ONE WAM just getting started?Subscriber Only
August 05, 2025 12:33 IST
Five years ago, 360 ONE WAM was a little-known wealth firm trading at Rs 200. Today, it manages over Rs 6.6 lakh crore, serves 8,000+ clients, and has posted record profits. After a 6x stock surge, investors are asking: is this the beginning or the peak?
Tue, Aug 05, 2025
Rs 87,000 crore AUM, Rs 94 crore quarterly profit: Is Anand Rathi still a buy?Subscriber Only
July 30, 2025 11:48 IST
In Q1 FY26, Anand Rathi Wealth posted a 28% jump in net profit to Rs 94 crore. Its revenue grew 16% year-on-year to Rs 284 crore, and AUM crossed Rs 87,000 crore. So what is driving this business, and is it worth tracking closely?
Wed, Aug 06, 2025
Fine Organics is about to spend Rs 750 crore on expansion. Is it worth a buy?Subscriber Only
July 28, 2025 06:30 IST
With annual profits of around Rs 400 crore and over Rs 1,000 crore in cash and internal reserves, Fine Organics is deploying Rs 750 crore to build a new export-oriented plant in a SEZ in Maharashtra and its first manufacturing unit in the US. The question now is: can a company, known for its high return ratios and steady margins, scale globally while maintaining the discipline that has made it what it is?
Mon, Jul 28, 2025
How Rakesh Jhunjhunwala turned Rs 5,000 into billions without playing it safeSubscriber Only
July 26, 2025 07:00 IST
Rakesh Jhunjhunwala invested in companies others overlooked — and held them through market crashes until they turned into massive winners. Over time, he shifted focus toward long-term investing, backing businesses with strong earnings potential, trustworthy promoters, and a clear path for sustained growth.
Sat, Jul 26, 2025
Can Rs 2,700 crore in cash and 33% margins justify 1.5K net adds? IndiaMART’s dilemmaSubscriber Only
July 23, 2025 08:45 IST
In Q1 FY26, IndiaMART’s revenue rose 12% YoY, deferred revenue grew 16%, and net profit margin was 33%. But despite strong financial performance, the stock is below its 2021 highs. The question now is: Can IndiaMART start operating with momentum in a market that is still largely offline and slow to convert?
Wed, Jul 23, 2025
How Charlie Munger changed Warren Buffett, and what investors can learnSubscriber Only
July 19, 2025 06:30 IST
Warren Buffett’s investing journey underwent a shift — from chasing cheap stocks to owning exceptional businesses. At the heart of this transformation was Charlie Munger, whose core ideas reshaped Buffett’s approach to wealth creation. A look at the four key principles Munger brought to Buffett’s investing philosophy.
Sat, Jul 19, 2025
Stock sinks 50%, profit dives 76%: Can Prince Pipes’ Rs 70 crore Bihar push spark a revival?Subscriber Only
July 17, 2025 06:30 IST
In FY25, Prince Pipes reported a 76% decline in PAT, revenue fell by 2% to Rs 2,524 crore, and EBITDA margin halved to 6% from 12% last year. But the company has been expanding capacity, entering new segments like bathware, and doubling down on higher-margin products like CPVC pipes. The question now is: can the strategic moves turn Prince Pipes into a more diversified growth story or does this downturn signal deeper structural headwinds?
Thu, Jul 17, 2025
The MSME financier that delivered 40% stock returns: Can SBFC keep winning?Subscriber Only
July 15, 2025 06:30 IST
In FY25, SBFC’s assets under management grew 28% year-on-year to Rs 8,747 crore. The secured MSME loan book increased by 27% to Rs 7,249 crore, and PAT grew even faster at 46%, reaching Rs 345 crore. The question now is: can SBFC keep delivering, or is the easy growth already done?
Tue, Jul 15, 2025Journalism of Courage
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