Blog

Why Pe Biggies Want To Furiously Snack On Haldiram’s

A pan-India presence, mixed with the equity of an 87-year-old-brand made Haldiram’s a home-grown favourite across generations. Combining that with consistent revenue growth and healthy ebitda despite the cyclicality of the raw material prices, and Haldiram Snacks becomes an irresistibly spicy and mouth-watering proposition for PE buyout groups like Blackstone and Bain, among others.   […]

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The One Thing Every Vc Must Learn From Softbank’s Masa

The wild swings in SoftBank and Masayoshi Son’s fortunes are back in spotlight in the wake of activist investor Elliott Management’s move to force SoftBank a fresh share buyback. Elliott has built a stake of USD2 billion in SoftBank.   In 2020, when SoftBank Vision Fund was in doldrums and the pandemic struck, Elliott, which […]

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Why Mankind, Dr Reddy’s And Pe Firms Are So Interested In Low-profile Bsv

“They gave us a tough fight.” Pithy words from a senior executive at a European drug maker with a portfolio of women’s health products sums up the point. His reference is to BSV, formerly Bharat Serums and Vaccines, which for a large part of its four decades of existence, quietly grew selling specialised drugs, mostly […]

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