August 16, 2021

Erratic monsoons has impacted Dhanuka Pesticides performance; deep distribution, ability to launch new products and strong balance sheet are hallmarks

Dhanuka Agritech is a leading domestic focused agrochemical company with key strength in distribution and launch new products in partnership / in licensing from MNC companies. […]
August 16, 2021

Aditya Birla Fashion poised to regain growth momentum once lockdowns are eased

Aditya Birla Fashion is the retail arm of the A.V. Birla group. It had acquired the Pantaloons fashion business from Future Retail and is gradually optimising […]
August 16, 2021

Sun Pharma’s specialty products strategy is on track and should gain momentum as US sales have normalized; domestic market has also picked up

Sun Pharma is India’s largest pharma company with 3 way near equal split in income from India domestic market, US generics and rest of the world. […]
August 16, 2021

Marico’s recent margin squeeze due to input price increases should get gradually neutralized as underlying volumes remain robust with new products doing particularly well

Marico is a leading FMCG company with popular brands such as Parachute and Saffola. It has a fabulous track record with a conservative business approach to […]
August 16, 2021

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 as its PSU status ensures lion’s share of the rail infrastructure. Recent performance for the company has been […]
August 16, 2021

Increased focus on renewable power projects and resultant demand for transmission capacity is very positive for Apar; valuations are cheap

Apar is one among the top 3 global leaders in conductors, the 4th largest global transformer oil manufacturer, the largest domestic cable manufacturer in the renewables […]
August 16, 2021

SIS is a good long term secular growth story as industrialization and urbanization picks up post lock downs, formalization of labor markets is also positive

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 […]
August 16, 2021

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 […]
August 16, 2021

Spike in key raw materials squeezing margins at Granules; long term good due to new product launches

Granules is a bulk drug and formulation company with strength in economically sized bulk drug manufacturing units which provide a cost advantage to its finished dosage […]