Moat Insights

Moat & Margin's original analysis: pricing-power tests, competitive-moat mechanisms, and sceptic-checked verdicts, each built from verbatim filing evidence.
09
Oct

TCS Q2: 11% Growth in Rupees, 2.8% in Constant Currency. Where the Margin Went.

7 min read
08
Oct

India's Jewellers Grew 26–29% in Q2. Gold Rose About 28%.

3 min read
08
Oct

Titan's Q2: Bigger Bills, Not Many More Buyers

2 min read
08
Oct

Angel One's Commodity Share Is Back to Where It Was in January 2022

3 min read
06
Oct

Marico Paid ₹380 Crore for 60% of Plix. Then ₹1,012 Crore for 24%.

3 min read