Case Studies.

Explores why CAMS, despite dominating the mutual fund infrastructure space, struggles to translate scale into proportional earnings due to pricing pressure, regulatory limits, and the gradual shift from monopoly-style margins to platform-based economics.

Analyzes Siemens’ transition from a diversified conglomerate into a focused industrial technology company, examining how digital integration, portfolio restructuring, and business separation improve capital efficiency and reduce the traditional conglomerate discount.

Examines how IPL franchises generate profitability through media rights, sponsorship structures, and brand monetization rather than on-field performance, highlighting key drivers of franchise valuation and long-term commercial sustainability.

Studies the Indian hospital sector with focus on occupancy-driven margin growth, pricing power through ARPOB expansion, and capital-intensive capacity cycles, explaining how utilization and disciplined expansion influence long-term profitability.