Dipan Mehta

June 19, 2020
Published by Dipan Mehta at June 19, 2020
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Decent order book at ITD Cementation provides earnings visibility with significant growth

ITD Cementation is a specialized construction company with expertise in marine projects like sea-links, jetties and metro projects. Focus on high value/high margin projects, decent order […]
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May 25, 2020
Published by Dipan Mehta at May 25, 2020
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GMM Pfaudler to benefit from increasing capex by pharma industry, Heavy engineering division showing traction

GMM Pfaudler is India’s largest Glass Lined Equipment (GLE) manufacturer. All the leading pharma, agro and speciality chemical companies are its clients. Apart from GLE, the […]
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March 14, 2020
Published by Dipan Mehta at March 14, 2020
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Aarti Drugs on strong footing due to higher domestic and international demand for bulk drugs and formumations

Aarti Drugs is a mid sized bulk drug company with a small formulation business. The products are mature molecules with ready market but competitive in nature. […]
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February 21, 2020
Published by Dipan Mehta at February 21, 2020
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Despite promoter debt problems; performance at Zee Learn remains on track; long term wealth creation possible as K-12 schools mature

Zee Learn is India’s largest pre-school operator. The management is confident of steadily growing its business of pre-schools and K-10 schools given the huge potential for […]
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January 23, 2020
Published by Dipan Mehta at January 23, 2020
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Corpus of Nippon Life India Asset Management growing post acquisition by Japanese parent

Nippon Life Asset Management is one of India’s largest asset management company offering products across the entire spectrum of wealth management. Financialisation of savings is driving […]
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