Wealth Insight's October edition is out now!

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Cover story: 10 breakout stocks | Value Research

Buffett calls it proof of durable economics. Lynch sees it as a trigger for profit acceleration. This month’s cover story dives into why margin expansion is a powerful signal of a company’s potential to generate outsized returns.

We also provide you with a list of 10 stocks whose margin expansion sets them at the cusp of becoming potential compounders.

Other highlight stories from this month’s edition

• Steel kits, silent gains: The PEB (pre-engineered building) sector is having its moment, thanks to new orders and stock market debuts. This story unpacks what PEBs are, why they are gaining traction, their challenges and what lies ahead for the industry.
• Opportunity in adversity: When China cut back on its specialty fertiliser exports, Indian firms felt the heat, except one. We break down why this homegrown player could turn this supply shock into an opportunity and why it’s worth your attention.
• India’s infra deficit spells a decade-long opportunity: Infrastructure has always been central to India’s growth story. Yet, the sector’s journey hasn’t been without its bumps. In this interview, Ajay Argal, Senior Vice President and Portfolio Manager at Franklin Templeton Emerging Markets Equity – India, explains why infrastructure is likely to continue creating investment opportunities and why the cycle appears stronger than ever.
• In praise of the price-to-book ratio: While many chase P/E ratios, Anup Maheshwari, CIO at 360 One Capital, argues P/B is the sharper lens for valuing companies. We unpack his approach to assessing companies using their book value.
• Talking value, buying froth?: Just six months ago, fund managers were warning of rich valuations in mid and small caps. Yet since April 2025, around 60 per cent of equity inflows have gone there. Our columnist Ashish Menon explains why this is the case and why it’s time to rethink what we consider ‘safe’ stocks.
• GST rejig promises relief, not real reform: The GST Council’s tax cuts aim to spur consumption and growth. However, Puja Mehra argues that the rejig could hurt more than help growth and why the GST structure may be more complicated than simple.

As always, you will also get our other features, including Market Barometer, Market Reporter, Stock Screen and much more.

Wealth Insight is a monthly subscription magazine that provides in-depth information, insights and analyses of stocks.

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