Company research memos

55 hand-built midcap memos. Filter by verdict, industry, or company. Short news desk notes live under News.

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GNFC · Fertilizers

GNFC: Bharuch chemicals recovery and urea policy at a single-digit multiple

TTM PAT rebounded on TDI and nitric acid spreads; at ₹589 base FY27E offers ~8% upside, not yet a Buy.

24 min · Yesterday