Moat Insights

Moat & Margin's original analysis: pricing-power tests, competitive-moat mechanisms, and sceptic-checked verdicts, each built from verbatim filing evidence.
06
Oct

Suryoday's Bad Loans Fell to 2.9%. Here's the ₹591 Crore Behind It.

3 min read
06
Oct

₹3.4 Lakh Crore of FCNR Deposits, and Most of It Was Borrowed

4 min read
05
Oct

HDFC Bank, Yes Bank, RBL: The RBI Swap Inside Q2 Deposit Growth

5 min read
04
Oct

JLR's Q2: Wholesales Up, Retail Sales Down. Here's Why.

3 min read
04
Oct

Vedanta Oil & Gas Lost Cambay. Rajasthan Is the Bigger Number.

3 min read