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Moat Insights

Moat & Margin's original analysis: pricing-power tests, competitive-moat mechanisms, and sceptic-checked verdicts, each built from verbatim filing evidence.
23
Oct

BKT and Pirelli: Car Tyres at Cost Plus, a JV Later

3 min read
23
Oct

HPCL Q2: Profit Returns, ₹18,049 Crore of LPG Losses Wait

4 min read
23
Oct

Havells Q2: Cables Grow 48%, Their Margin Falls

4 min read
23
Oct

Swiggy Q2: Food Profit Peaks, Instamart Loses ₹895 Crore

5 min read
22
Oct

Eternal Q2: Blinkit's 0.9% Margin and the Agent Question

5 min read