Anant Raj Ltd: Valuation, Landbank Economics & The Multi-Decade Data Center Opportunity Anant Raj Ltd: Valuation, Landbank Economics & The Multi-Decade Data Center Opportunity A concise, point-by-point institutional-style report (hybrid Real-Estate × Tech theme). Includes full arithmetic for NAV, DC steady-state cashflows (management & unit-econ based), and three PE-case outcomes. All numbers shown digit-by-digit. Introduction — When a Real Estate Developer Starts Looking Like a Tech Infrastructure Company Thesis: Anant Raj is a land-rich NCR developer pivoting into data-centers & sovereign cloud — a hybrid that combines long-duration land optionality with annuity-like DC cashflows. The stock today largely reflects land value; the DC/cloud business is, effectively, 'free' at current prices — if management executes. Executive data (user-provided & management): Market cap = ₹19,863 crore . Book value (consolidated equity / carrying values)...

V2 Retail Ltd — Deep Dive: The Rise of India’s Value-Fashion Powerhouse V2 Retail Ltd — The Rise of India’s Value-Fashion Powerhouse By FinPixie Research • December 2025 A long-form, data-driven, storytelling analysis of V2 Retail (Q2/H1 FY26). This two-part article covers operations, unit economics, inventory strategy, expansion playbook, risk checklist and the long-term investment thesis — written in a Finfluencer + analyst hybrid voice. Executive Snapshot V2 Retail is executing a high-growth playbook: strong same-store sales, aggressive store additions, superior inventory control and vendor leverage — producing top-line growth with improving margins. This rare combination makes V2 a high-interest stock in Indian value-fasion retail. Q2 FY26 Revenue ₹708.6 Cr H1 FY26 Revenue (pre-Ind AS) ₹1,340.9 Cr Total Stores ~275 Pre-Ind AS EBITDA (H1) ₹96.9 Cr (7.2%) ...

India Equity Outlook 2026–2030 — FinPixie Mega Report India Equity Outlook 2026–2030: The Most Powerful Investment Themes, Sectors & Stocks for the Next Wealth Cycle By FinPixie Executive Overview — Why This Decade Belongs to India Every few decades, a country enters a period where every structural lever — demographics, policy consistency, capital flow, digital infrastructure, credit expansion, foreign policy, manufacturing ambition — clicks into place at the same time. For India, that moment is now. And the period from 2026 to 2030 will be remembered as the most decisive phase that created the next generation of Indian wealth creators, unicorn companies, and long-term compounders in the equity market. In this massive 15,000-word macro playbook, we break down exactly *why* India stands at the edge of its most important economic transformation — and more importantly, how investors can position themselves to capture multi-year alpha. The goal is simple: Ident...