Nikhil Gangil
Indian Value Investor & Cyclical Investing Specialist
Nikhil Gangil is an Indian value investor and the Founder of Intrinsic Value Equity Advisors, with over 13 years of experience in Indian equity markets. He is known for his focus on long-term value investing, cyclical opportunities, and disciplined capital protection.
His work combines business quality analysis, valuation discipline, and an understanding of economic and sectoral cycles, with the objective of achieving sustainable long-term compounding while avoiding permanent capital loss.
Nikhil Gangil is frequently cited by Indian financial media for his views on market cycles, valuation discipline, and long-term investing in Indian equities.
Investment Philosophy
Nikhil’s investing philosophy is built on the belief that value and growth are not opposites, but complements. He emphasizes that long-term wealth creation comes from buying well-run businesses at reasonable valuations and allowing time, process, and discipline to work in the investor’s favor.
His approach prioritizes downside risk management first, with returns viewed as a by-product of correct decision-making rather than speculation.
Experience & Background
-
Founder, Intrinsic Value Equity Advisors – 13+ years of experience in Indian equity markets
-
Practitioner of long-term value investing and cyclical investing strategies
-
Experience across infrastructure, construction, steel, oil & gas, and other cyclical sectors
-
Strong focus on capital protection and risk-adjusted returns
-
Ex-IIT Madras, Ex-Larsen & Toubro
Media Presence & Public Reach
Nikhil Gangil actively shares his views on investing, markets, and business cycles across multiple platforms and has built a significant public following.
-
More than 10 Lakhs (1 Million+) people have seen his journey on YouTube.
-
Mentored more than 13,000+ Investors on Value and Multibagger investing through workshops.
Market Cycle Predictions
Nikhil has successfully predicted many market cycles
Predicted the start of the bull market and market bottom in a featured interview with Money 9 Managing Director, Sandeep Grover. Watch Interview
Predicted the end of the bull cycle in IT and specialty chemicals and the beginning of the new cycle in Infrastructure, Real Estate, Engineering, and Tobacco. Read February Newsletter
Publicly called the market top on October 16, 2024, and announced one of his largest portfolio exits. View Post on X
Predicted the end of the bull cycle for Asian Paints when the stock was trading at peak valuations. View Post on X
One of the earliest adopters of Public Sector Undertakings (PSU) and Public Sector Banks (PSB) before their massive market rally. Link 1 | Link 2 | Link 3
Predicted the end of the bull cycle for Hindustan Unilever at peak intrinsic value. View Post on X
Successfully predicted in December 2024 that 2025 would be a challenging yet familiar year for equity markets. Read Business Today Article
Key Achievements & Contributions
-
Author of 30+ investing articles and research pieces.
-
Author of the GAWP Index (Age Parity Index of Wealth). View Research Paper
-
Recognized as a Top Leader in "15 Business Leaders to Look Out for in 2024" by The Economic Times. Read ET Article
-
Featured guest speaker at IIT Madras OE Alumni talks. LinkedIn Post 1 | LinkedIn Post 2
-
Guest speaker at Josh Talks, ET Markets, Upsurge, Elearn Markets, Samco Securities, The Vishal Hour, and other prominent platforms. Watch Video
-
Creator of YouTube channels with cumulative views exceeding 10 Lakhs.
-
Conducts offline value investing workshop programs. Join Workshop
Areas of Expertise:
- – Indian value investing
- – Cyclical investing in Indian equities
- – Business quality and governance analysis
- – Valuation-driven stock selection
- – Long-term portfolio construction
- – Capital protection and risk management
Key Featured Articles
Interviews on Prominent Youtube channels:
- Latest session with Upsurge on Value investing – https://youtu.be/hqOajC30RV4?si=4f-QSEMki3T9oP7W
- Upsurge on investing strategy- https://youtu.be/XKZ8qCc9Z0k?si=Hcf6tsvbHmKbG_nb
- The Vishal hours youtube: https://www.youtube.com/watch?v=vKs1OAGWKLU&t=38s
- Upsurge: https://youtu.be/K1Cvm67LhJw?si=RE7uK9rKV9GX3Ntb
- Elearn market: https://youtu.be/dXEipa5_M3I?si=jhgShzMJh-z13nkx
- SAMCO securities: https://youtu.be/ZBJJqq8fcql?si=5mn4oukOmGUUTcHG
- Smallcase: https://www.youtube.com/live/oBxEBGXS2p0?si=uYicx-pX8ACAOYCo
- Stock Gro: https://www.youtube.com/watch?v=equLqWn3H_E