Quality Compounders

Netweb Technologies just posted the best quarter in its history. Yet the stock fell around 8% the week before. Here’s what’s actually going on:Q2 FY27 in numbers:🔹 Revenue: ₹1,323 Cr (vs. ₹304 Cr a year ago)🔹 Profit: ₹137 Cr (vs. ₹31 Cr a year ago)🔹 H1 profit of ₹222 Cr has already beaten all of…

I am currently researching Bajaj Finance and L&T Finance. A lot has happened in a few weeks.Here’s what I found: 1. RBI raised interest ratesOn 7 October (my birthday btw), the RBI raised the repo rate from 5.25% to 5.50%, its first hike since February 2023.NBFCs borrow money to lend it. When rates rise, their…