Moat Insights

Moat & Margin's original analysis: pricing-power tests, competitive-moat mechanisms, and sceptic-checked verdicts, each built from verbatim filing evidence.
14
Oct

Den Booked ₹86 Crore of Subscription Income, ₹162 Crore of Channel Cost. What Covers the Rest?

9 min read
14
Oct

ICICI Prudential AMC Earns 53 Paise a Year on Every ₹100 It Manages, and Keeps 37 Before Tax

9 min read
12
Oct

63SATS Says It Billed ₹218 Crore in Six Months. The Number to Watch Is the Gross Margin

10 min read
11
Oct

DMart Q2: Sales Up 18%, Profit Up 7.6%. Where the Margin Went.

6 min read
10
Oct

Persistent Has 94% of Nagarro. Now It Has to Pay for It.

8 min read