Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. 

Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion
Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas
Biased towards Sustainability, ESG
Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Mid-Small Cap specialist | Equities | India

Equity Bottom-Up

Mahindra EPC Irrigation / Equity Bottom-Up

<ul>
<li>Micro Irrigation firms &gt; reeling under commodity stress &gt; cut in Govt budgets &gt; long wcap cycle</li>
<li>Long term outlook, however is robust &gt; revival in spends likely</li>
<li>Negative sentiments &gt; low earnings visibility &gt; low valuation offers entry opportunity  </li>
</ul>


Micro Irrigation firms &gt; reeling under commodity stress &gt; cut in Govt budgets &gt; long wcap cycle
Long term outlook, however is robust &gt; revival in spends likely
Negative sentiments &gt; low earnings visibility &gt; low valuation offers entry opportunity  


Mahindra EPC - A Proxy Play on MIS Opportunity