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Posted On:15 Apr 2025
8️⃣Specialty Chemicals – 20 Microns (1.3%)
They make industrial minerals used in paints, plastics, and more.
Why she might like it:
• Very niche business with few competitors
• Good export potential
• Stable demand
Key takeaway: Niche + essential = long-term winner.
Posted On:15 Apr 2025
6️⃣Alcoholic Beverages – Som Distilleries (1.4%)
Makes beer and liquor. Popular in North and Central India
Why she might like it:
• Consumer spending on liquor is growing
• High margin business
• Expanding distribution
Key takeaway: Not all consumption plays are overvalued.
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