Course Content
Cantabil Retail India
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Cantabil Retail India | Stock Analysis
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Worth Peripherals Ltd
In this video, we break down Worth Peripherals Ltd, one of India’s established manufacturers of corrugated boxes supplying FMCG, e-commerce, food & beverage, and industrial clients. Founded in 1996, the company is now entering a new and unrelated segment — baby & adult hygiene products through its subsidiary Worth Wellness, with a planned capex of ₹125 crore. With strong industry tailwinds, long-standing client relationships, and consistent operating cash flow, Worth Peripherals ticks several boxes — but rising competition, raw material volatility, and a large unrelated diversification make this story worth examining carefully. Key Highlights 25+ years in corrugated box manufacturing Supplies to FMCG, e-commerce & retail — the largest demand drivers in India Benefiting from industry growth (India’s corrugated box market expected to reach $18B by 2033, 9.6% CAGR) Long relationships with major clients; strong repeat revenue visibility Adding value through printed corrugated boxes for branding & advertising New venture: Worth Wellness entering diapers & personal hygiene products Large investment: ₹125 crore capex funded via term loan + ₹50 crore inter-corporate loan
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Worth Peripherals Ltd
One Point One Solutions Ltd
In this video, we break down One Point One Solutions Ltd, a tech-enabled BPM/BPO company that has evolved from traditional call-center services into an AI-led digital transformation partner. The company provides customer support, back-office operations, generative AI automation, analytics, digital onboarding, RPA and deep-tech workflow solutions for clients across India, the US, UK, APAC and the Middle East.
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One Point One Solutions Ltd
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Community Stock Pitch

In this video, we break down Cantabil Retail India Ltd, a growing apparel retail company with 600+ exclusive brand outlets across India, strong presence in menswear, and an ambitious growth plan aimed at hitting ₹1000 crore revenue by FY27. Cantabil operates an integrated model — from design to manufacturing to retail — allowing better control over quality, margins, and speed to market. With store expansion, a wider product portfolio, and rising contribution from e-commerce, Cantabil is positioning itself as a serious player in India’s value-to-mid fashion segment. But the company’s heavy dependence on menswear, rising inventory days, and pressure on same-store sales growth make this a nuanced business to evaluate. Key Highlights

  • Founded in 1989; integrated apparel company
  • 600+ exclusive brand outlets (latest count: 607)
  • Strong presence in North India; limited presence in South India
  • 1 large manufacturing facility (2 lakh sq. ft.) with 1.5 million garments/year capacity
  • SKU mix includes menswear, womenswear, kidswear & accessories
  • Menswear still dominates (81% of revenue)
  • Sales per sq. ft: ₹785 (lower due to new store additions)
  • FY25 SSG: ~4%, volume growth driven largely by new stores
  • Major expansion underway with larger format stores (average size rising from 1300 → 1700 sq. ft.)
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