Dipan Mehta

June 8, 2021
Published by Dipan Mehta at June 8, 2021
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Despite restrictions on gatherings and restaurants and bars, volumes are decent; post lockdown performance poised to improve significantly at Radico Khaitan

Radico Khaitan is among the oldest and one of the largest manufacturers of Indian Made Foreign Liquor (IMFL) in India with impressive mid market brands which […]
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June 8, 2021
Published by Dipan Mehta at June 8, 2021
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Dominant position in the steel pipes segment at a time when economic cycle is set to improve post Covid, puts APL Apollo in a very sweet spot

APL Apollo is India’s largest producer of electric resistance welded (ERW) steel pipes with 50% market share. Over the years, through organic and inorganic initiatives, the […]
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June 8, 2021
Published by Dipan Mehta at June 8, 2021
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GSFC firing on all cylinders due to rising end product prices and favorable government policies

Gujarat State Fertilizers & Chemicals (GSFC) Ltd is engaged in the manufacturing of fertilizers and industrial products, the important one being caprolactam, melamine & nylon6. Its […]
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May 31, 2021
Published by Dipan Mehta at May 31, 2021
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Commissioning of dedicated rail corridors, finality of land license fees with Railways Ministry augurs well for Container Corporation; privatization in true earnest can rerate the stock

Container Corpn. is India’s largest rail logistics company. Its PSU status ensures lion’s share of the rail infrastructure. Recent performance for the company has been soft […]
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May 31, 2021
Published by Dipan Mehta at May 31, 2021
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Aggressive provisioning by Spandana’s management sets up the company for strong growth post Covid

Spandana Sphoorthy is India’s 3rd Largest NBFC-MFI with ~ 77,000 crores of AUM, 25+ lakh members and 1,013 branches. The company has a good geographical spread […]
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May 31, 2021
Published by Dipan Mehta at May 31, 2021
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Secular demographic trends favor Crompton Greaves Consumer; but for second Covid wave, performance going forward will be strong

Crompton Greaves Consumer Electricals Ltd. (CGCEL) manufactures and markets a wide spectrum of consumer products ranging from fans lamps and luminaries to pumps and household appliances […]
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May 31, 2021
Published by Dipan Mehta at May 31, 2021
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Amber Industries’ long term prospects are excellent given industry fundamentals and increased focus on the government on self sufficiency, however valuations are rich and leave no margin of safety

Amber is a leading contract manufacturer for Air conditioners (AC) and AC Components. Most of the leading AC and Refrigerator companies are its clients. Performance in […]
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May 31, 2021
Published by Dipan Mehta at May 31, 2021
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Emami appears to be back on growth track albeit headwinds from second Covid wave; valuations attractive

Emami is a very aggressive FMCG company with products in under-penetrated and growth segments of the industry. The large brands of the company are Boroplus, Kesh […]
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May 31, 2021
Published by Dipan Mehta at May 31, 2021
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Growth to revive at Alkem once normalcy is restored; US to do much better with increased patient visits and prescriptions

Alkem is a leading pharma company with a strong domestic business with 14 of the company’s brands in the top 300 in India. The company is […]
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