The Oorjita day

Sunday, 2 November 2025

Read the day in order — the morning call, what happened, and what we made of it.

2:55 PMIST

When Domestic Money Said "Not On My Watch"

Sometimes the narrative writes itself. And this week... this week was one of those times when you could feel the shift happening in real-time—like that moment when monsoon clouds finally break over Bangalore and the air changes texture.

16 min read

3:19 PMIST

Oorjita Anveshan

Alivus Life Sciences: Margins Expand Even After Losing PLI Benefits

Strong YoY growth in revenue and profitability, margin expansion, and operational efficiency despite loss of PLI benefits.

8 min read

3:20 PMIST

Oorjita Anveshan

Krishana Phoschem: India's Only Fully Integrated Private Phosphate Fertiliser Maker

Krishana Phoschem Ltd stands out as a high-growth, well-managed fertilizer company with durable moats and strong financials. Investors should monitor valuation and sector risks but can expect continued outperformance if execution remains strong.

7 min read

3:20 PMIST

Oorjita Anveshan

Sanathan Textiles: Tripling Polyester Capacity in Punjab, 40% From Premium Yarns

SANATHAN) is a vertically integrated manufacturer of polyester yarns (77% revenue), cotton yarns (19%), and technical textiles (4%). With 14,000+ SKUs and exports to 27 countries (35% revenue), it serves apparel, automotive, healthcare, and industrial sectors.

5 min read

3:21 PMIST

Oorjita Anveshan

Dharmaj Crop Guard: A Small Agrochemical Player Building Its Moats

Dharmaj Crop Guard (DCGL) manufactures agro-chemicals across branded formulations (B2C), institutional formulations (B2B domestic & exports), and active ingredients (AIs/technicals).

2 min read

3:22 PMIST

Oorjita Anveshan

KPI Green Energy: One of India's Fastest-Growing Renewable Players, Beyond Gujarat

KPI Green Energy Ltd has emerged as one of India’s fastest-growing renewable energy companies, leveraging a diversified product mix, technological innovation, and a robust execution track record.

9 min read