Decoded market signals and proprietary valuation theses. We publish less than 1% of our work to protect client IP.
All case studies and mandates listed are proprietary frameworks and independent valuation theses architected by Vivarium Strategy. Company names are used for analytical reference only.
An institutional-grade valuation thesis identifying an event-driven catalyst (B2C Demerger) in India's geospatial monopoly. We architected a position based on "Operational Purification" and multiple expansion.
Synergistic integration of Chemcon, DMCC, and Bhageria. Addressing market fragmentation by leveraging captive solar infrastructure for energy arbitrage and capturing the "China + 1" institutional premium.
A ₹26,000 Cr structural arbitrage merging a legacy bank with a cloud-native fintech. The "Hollow Core" architecture reduces C/I ratio to 43%, triggering a re-rating to 2.5x Book Value.
Operational optimization for a ₹2,000 Cr market cap entity. By identifying the bottleneck in the assembly line, we architected a path to increase divisional turnover from ₹600 Cr to ₹800 Cr.