Dipan Mehta

August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Postponement of sales rather than complete loss is a revealing trend for Titan which continues to gain market share; upcoming marriage season should be strong

Titan is India’s largest branded jewelry, watches and eyewear company. Rise in disposable income is driving demand and events such as demonetization, GST and the current […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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IIFL Wealth is gradually increasing its annuity based income which should provide earnings visibility; robust capital markets positive for attracting higher AUMs

IIFL Wealth Management is a leading home grown wealth manager offering a range of debt and equity products. Increased wealth creation, financialization of savings and quest […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Gujarat Gas is the best play on rising gas usage for energy in industry and transportation based on the geographies it services

Gujarat Gas Limited (GGL), is India’s largest City Gas Distribution player with its presence spread across 23 Districts in the State of Gujarat, Union Territory of […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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GAIL poised for better performance due to cyclical upswing, better utilization of pipelines and commissioning of expansion plans

GAIL is India’s leading gas pipeline company with presence in petrochemicals, gas trading and LPG. The gas trading has a volatile earnings profile and that tend […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Cipla’s strength is in differentiated products for developed market and strong brands in the domestic formulations industry; revival of sales from South Africa, a large market for the company could be value accretive

Cipla is one of India’s leading pharma company with exposure to the US generics market and South Africa, where it is the third largest player. Over […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Steady volume growth through expansion and cheap valuations of Birla Corp to deliver decent returns; cement industry in the midst of an cyclical upswing

Birla Corporation Limited (BCL), the flagship company of the M.P. Birla Group, is primarily engaged in the manufacturing of cement as its core business activity. It […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Team Lease poised to do better post Covid; formalization of labour markets a long term positive trend; good demand emanating from tech companies

Teamlease Ltd is one of the leading providers of human resource services in the organised segment with ~6% share in flexi staffing. Increased outsourcing of staffing […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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Sharp rise in tea prices, impacted Tata Consumer performance in the near term, but long term trajectory is attractive with presence in growth segments of the FMCG industry and steady value being created in JV with Starbucks

Tata Consumer Products, the food and beverage company of the Tata Group, is home to key brands such as Tata Tea, Tetley, Tata Salt and Tata […]
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August 16, 2021
Published by Dipan Mehta at August 16, 2021
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SBI on a very solid wicket with most legacy NPAs behind it and credit growth to improve once lockdowns are relaxed; lower credit costs should improve return ratios

The State Bank of India (SBI) is India’s largest bank with a ~ 23% market share in assets and one-fourth of deposits market. The Bank has […]
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