🚀 Back with another Business Model Breakdown! Today, we're dissecting Crizac, a B2B education platform that acts as a key intermediary between global universities and a vast network of student recruitment agents Stick till the end for FY26 management guidance 🧵👇 Disc: No

Outlook for hospitals in 2Q👇 Source: Mint (No reco)

KFintech 2QFY26 update 👇 Growth momentum moderates this quarter 2QFY25 was one of the strongest — AAUM up ~44% YoY vs industry at ~41% In 2QFY26, AAUM growth came in at 16.8% YoY — decent, but on a very high base In this business, revenue growth typically lags AUM

Some of the IPO conversations on twitter over the past 24 hours reminds me of this scene from the movie Margin Call. 😬

SEBI’s reduction in TER 👇 The cut will be shared between AMCs and distributors. It also impacts wealth managers — especially distribution-focused players like Prudent and Anand Rathi That’s why several wealth platforms are now applying for AMC licenses — to move up the

Excellent performance by Sagility👇 Organic growth: 16.0%⬆️ Overall growth: 25.2%⬆️ EBITDA margins: 26.2%➡️ Disc: No reco

Solid set from InfoBeans technologies👇 Disc: No reco

Indegene 2QFY26 update👇 Revenue: 17%⏫ EBITDA: 15%⏫ PAT: 11%⏫ Decent top-line growth, bottom-line lagged due to M&A expenses Disc: Invested

Good read on JioBlackRock’s strategy 👇 BlackRock’s SAF framework processes vast data sets - from satellite imagery and card swipes to e-commerce deliveries and traditional financial metrics The aim is to squeeze any incremental insights to generate alpha over traditional

IKS 2QFY26 snapshot👇 Strong growth driven by deal wins In the last decade, the company has delivered Revenue CAGR - 28% PAT CAGR - 32% Disc: No reco

ICICI's note on Sagility 2QFY26👇 Guidance slightly raised upwards by 100 bps Disc: No reco

Solar EPC economics 👇 SolarWorld management outlines margin potential in the Solar EPC business - execution efficiency drives returns Disc: No reco

Cables & Wires 2QFY26👇 All-round performance Disc: No reco

Antony waste 2QFY26 update👇 Revenue YoY growth: 16%🔼 EBITDA YoY growth: 17%🔼 Highest growth in the last 10-11 quarters. Will be an interesting concall to attend Disc: No reco

Solar vs. wind energy👇 Solarworld management explains why solar will remain preferred to other renewable energy options Disc: No reco