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WeWork went from a $49B unicorn to a cautionary tale of excess and chaos. Now, its Indian arm [backed by Embassy Group] is going public into a booming flex workspace market. Same brand. Different playbook. Things you can know from reading this newsletter.- How the coworking.

One of the important questions a person can ask is, what is a company's right to win? [which showcases competitive advantage]. In one of the concalls we attended, we received an answer that left a smile on our face.

Credits: Avendus.

Reasons for Tailwind / why midteen growth in industry.- Lifestyle issues like increasing age of marriage.- worklife balance issues.- consumption of tobacco.- increasing prevalence of PCOS. In addition to this, we believe that organized pie of the industry would grow faster

Unit Economics. IVF stores are replicable in nature which means faster expansion is possible backed by availability of man-power

Indira IVF and Nova IVF are the only 2 players with 500cr+ sales. market share: 35% Indira IVF and 12% Nova IVF. All the players are growing at a significant pace + we can see the interest of PE investors too

Value chain :.B2B model: Tie-ups [hospitals], Marketing [awareness camps], Referrals [Gynaecologist].B2C model: Direct walk-ins. Typically the split is 50:50 - B2B:B2C

In healthcare we have seen multi specialty have upper hand to single specialty. But we feel that this is one of the industry where Single specialty would have an upper hand

IVF accounts for 60-70% of India fertility market, 20-30% is Pharma [medications, therapies], 10-20% is additional serives [egg freezing, embryo selection etc] . Globally, India has the lowest IVF's treatment price. ~$2,000 compared to ~$5,000 in china and ~$23,000 in US.

Changing lens from multispeciality to single speciality in industry. We would be focusing on : IVF for today [In Vitro Fertility] - industry which is expected to grow at ~15% CAGR. Total Addressable Market

RT @bastionresearch: We were greedy. Here's our confession.🙏. Let's be blunt: We launched Bastion CORE primarily because we were greedy. L….

Note: Not a recommendation.

📉 PG Electroplast tanks 20%. Mgmt chops FY growth guidance to 17–20% (was 30%). A problem we mentioned earlier about a highly multiple-growth stock. Have a look 👇.

Players that can be impacted: .- Gokaldas Exports.- Kitex.- Indocount.- Welspun living. Note: not a recommendation.

Our thoughts:.- Until govt. negotiaties, this can act like a structural impact and not cyclical. - Orders, utilization and margins pressures in companies who have exposure to US for the next 3-4 quarters.- Companies might have to change focus to other nations or india which can.

How should one look at a different view points. - Short-term: Expect earnings downgrades for US-exposed exporters in Q2–Q4 FY26. - Medium-term: Watch for policy interventions (bilateral trade talks, export incentives) as catalysts. - Long-term: Companies investing in product.