Dipan Mehta

July 24, 2020

ICICI Lombard may be a secular growth story in the making. Long term trajectory for general insurers is bright

ICICI Lombard is a India’s largest private sector general insurance company. We have a positive view on the insurance industry due to its low penetration and […]
July 24, 2020

IndiaMart InterMesh is an emerging B2B marketplace with sizeable listing as its key competitive strength, expect the company to report steady compounding growth

IndiaMART InterMESH Ltd is India’s largest online B2B marketplace for business products and services. Increased penetration of computers and mobile phones has led to increased search […]
July 22, 2020

Polycab a market leader player in the cables industry severely impacted by Covid-19 pandemic but long term prospects are decent

Polycab is India’s largest cable company with presence in fans, lighting and pumps. Brand, distribution and wide range of products are key strengths. Softness in key […]
July 22, 2020

Industry leading growth rates and traction from products and platforms key positives of HCL Technologies

HCL Tech is one of India’s leading software company. The industry in facing major challenges caused by intense competition in traditional IT services. Digital projects, the […]
July 22, 2020

Federal Bank near term performance may be impacted by covid related credit costs; but long term prospects are positive

Federal Bank is an old private sector bank with a history that dates back to the pre-independence era. The bank has a dominant presence in Southern […]
July 22, 2020

Tata Elxsi poised for industry beating growth as large deal start to ramp up. Global pandemic impact to last till Q2FY21

Tata Elxsi is a software company with focus on design and technology solution. The company’s strength is its niche offering in the auto, media and healthcare […]
July 21, 2020

ICICI Prudential Life could turn out to be a good compounding business with steady increase in market share in the insurance industry

ICICI Prudential Life is India’s leading private sector insurance company. Increased financialization of savings is leading to increased demand for insurance products. The market is relatively […]
July 21, 2020

Performance at SBI Cards holding up well in Covid times. Volume of business to move up once normalcy returns

SBI Cards is India’s only listed credit card company. There are two revenue streams – interest on credit card outstandings and fees and commission on transactions. […]
July 20, 2020

L&T Finance pinned down by provisioning for legacy loans but focused loan products doing well. Credit growth dependent on improvement in external environment

L&T Finance, the NBFC subsidiary of engineering giant L&T lends to infra, housing and rural sector. Within these, the largest lending book is for infra projects […]