Dipan Mehta | Elixir

August 4, 2020

Published by Dipan Mehta at August 4, 2020

Godrej Properties, India’s leading realtor with dispersed geographical presence, could benefit from shake out in the real estate industry

Godrej Properties is a leading realtor from the Godrej group. The activities of the company are geographically dispersed and therefore revenues are more derisked than other […]

July 30, 2020

Published by Dipan Mehta at July 30, 2020

Covid Pandemic impact on SIS has been limited. Long growth drivers intact

SIS is India’s largest Security Service provider. Its subsidiary is the largest security provider in Australia. The Indian business also has a facility management vertical where […]

July 15, 2020

Published by Dipan Mehta at July 15, 2020

Higher healthcare spending to benefit Sun Pharma. Domestic sales and speciality products to drive sales as regulatory concerns recede

Sun Pharma is India’s largest pharma company. Performance for the past several quarters has been disappointing due to intense pricing pressure in the US generics market […]