February 2026 - My Portfolio

Shree Ram Twistex IPO

February 22, 2026February 25, 2026 Kunjbihari Kumawat

Shree Ram Twistex is a prominent Indian textile manufacturing company specializing in high-quality yarn processing and value-added textile solutions. With a strong commitment to innovation, consistency, and customer satisfaction, the company has established itself as a reliable partner for textile manufacturers across domestic and international markets. Operating in one of India’s most competitive industrial sectors, Shree Ram Twistex combines advanced machinery, skilled workforce, and strict quality control systems to deliver premium yarn products tailored to evolving market demands. Company Overview Shree Ram Twistex operates in the textile value chain with…

India’s Next Equity Decade: Positioning for Structural Wealth Creation

February 21, 2026February 21, 2026 Kunjbihari Kumawat

India’s Next Equity Decade: Positioning for Structural Wealth Creation As long-term equity investors, we must periodically step back from daily volatility and re-anchor ourselves to structural fundamentals. The upcoming phase in the Indian market is not merely cyclical—it is transformational. India is transitioning from a consumption-led emerging economy to a capital-intensive, manufacturing-plus-innovation powerhouse. Today, the equity opportunity is not about chasing momentum—it is about identifying durable compounding engines. 1️⃣ India’s Structural Growth Story Is Intact India remains one of the fastest-growing major economies. Policy continuity, digital infrastructure, formalization of the…

Fractal Analytics IPO

February 8, 2026February 24, 2026 Kunjbihari Kumawat

Fractal Analytics is a global artificial intelligence and advanced analytics company that helps enterprises power decision-making through data-driven insights. Founded in 2000 and headquartered in Mumbai and New York, Fractal enables Fortune 500 companies to leverage AI, machine learning, and data science for business transformation. About Fractal Analytics Fractal operates as an AI and analytics solutions provider serving industries such as: The company delivers end-to-end data-to-decision capabilities, combining strategy, engineering, analytics, and AI product development. Core Services & Solutions Fractal Analytics offers: Its proprietary AI platforms and accelerators help organizations…

Muthoot Fincorp NCD February 2026

February 2, 2026February 3, 2026 Kunjbihari Kumawat

Investors searching for high-return fixed income investments in 2026 should closely evaluate the Muthoot Fincorp Limited Tranche I Secured NCD Issue. Offering returns up to 9.10% per annum, this public issue stands out as a strong alternative to traditional bank fixed deposits. Backed by an AA-rated NBFC, these NCDs provide regular income, capital protection through security, and listing on BSE for liquidity. Muthoot Fincorp NCD 2026 – Key Details Particulars Details Issuer Muthoot Fincorp Limited Issue Type Secured Redeemable Non-Convertible Debentures Issue Opening Date 3 February 2026 Issue Closing Date…

Union Budget 2026-27 – What Investors Should Know

February 1, 2026February 1, 2026 Kunjbihari Kumawat

Date: 1 February 2026Presented by: Finance Minister Nirmala SitharamanSession: Ninth consecutive Union Budget speech in Parliament, starting at 11 am IST. The Union Budget is the Indian government’s annual financial plan — it sets out how the government will spend money and raise revenue in the next fiscal year (April 2026–March 2027). This year’s Budget comes at a time when global trade pressures persist and India is targeting sustainable growth with equity. 📊 Macroeconomic Picture 🧾 Fiscal Targets 🏗️ Capital Expenditure (Capex) Why this matters: High capex supports sectors like…