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 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. With multi-year recurring contracts, global acquisitions, and a pivot toward AI-driven delivery, One Point One is attempting to transition into a higher-margin, scalable business model. But governance concerns, client concentration, and volatile margins make this a complex company to evaluate. Key Highlights

  • B2B model with recurring multi-year contracts and predictable revenue
  • Shift from traditional BPO → AI, RPA, generative AI, low-code/no-code platforms
  • Global presence across India, US, UK, Singapore, APAC
  • Sector concentration: E-commerce (30%) and BFSI (19%) form ~50% of client base
  • Recent acquisitions in India, Europe, Singapore, and the US to expand capacity & clients
  • High marquee client roster: SBI Life, ICICI Bank, Kotak, SBI Card, TVS, Jaguar, and international BFSI/retail names
  • Expanded capacity to 5,500+ seats → scaling without major new capex
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