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

<ul>
<li>Crop and Ag Chem markets to consolidate after ~50% jump in CY19-22E</li>
<li>Crop Chem key beneficiary of energy transition &gt; more crops for fuel &gt; more crop chem use</li>
<li>UPL likely near peak debt, to consolidate position, reasonable valuations</li>
</ul>


Crop and Ag Chem markets to consolidate after ~50% jump in CY19-22E
Crop Chem key beneficiary of energy transition &gt; more crops for fuel &gt; more crop chem use
UPL likely near peak debt, to consolidate position, reasonable valuations


UPL Ltd, Peaking Debt, Reasonable Valuations