August 16, 2021

Dalmia Bharat, an efficient cement producer in the key growth markets and near term sizable capacity commissioning augurs well but valuations are high

Dalmia Bharat is a mid sized cement company with a strong presence in East India, N. East & T.N. Its key highlight is near term commissioning […]
August 16, 2021

Large capex already commissioned, market share gains in domestic market and new product launches in US to drive growth at Ajanta Pharma

Ajanta Pharma is a mid cap pharma company with a strong domestic business and export presence in US and emerging markets of Africa and Asia . […]
August 16, 2021

V-Mart to regain its rhythm post lockdowns, competitive position has improved and acquisition of “Unlimited” is a very good strategic fit

V-Mart is a very successful retail company focused on apparels and accessories. In recent times growth has come from geographical expansion into Tier II and Tier […]
August 16, 2021

TTK Prestige is a secular growth story given India’s demographics and changing cooking and cleaning habits; recovery from Covid-19 Pandemic will be swift

TTK Prestige is India’s leading cookware and appliances company. Rising domestic consumption, particularly in the rural and non South areas is a growth driver. Government schemes […]
August 16, 2021

TCI Express is back on its growth path with aggressive scale up plans; Post pandemic demand to be good

TCI Express is an express cargo company of one of India largest transportation group Transport Corporation of India. This division offers domestic courier and international courier services through road, rail and air […]
August 16, 2021

Symphony’s performance impacted by second wave, but long term prospects are good

Symphony, India’s largest air-cooler company, and a household name, thrives on innovation which has led to market leadership. Return ratios are high as the company follows […]
August 16, 2021

Large part of the growth potential of Navin Florine already captured in the stock price given its present valuation; rising input costs a concern

Navin Fluorine is a leading refrigerant gas company with strong fluoride based specialty chemicals product profile and CRAMS division. Environmental issues prevent new players from entering […]
August 16, 2021

KPIT is in a sweet spot with global auto sector increasing spending on technology due to disruption under way led by Eves and autonomous driving vehicles

KPIT is a mid cap software company focused on products and services to automotive companies. Its business is segregated into six domains, namely, Autonomous Driving, Connected […]
August 16, 2021

Intellect Design well focused to ride the digital wave in the fintech space; non linear growth trajectory is key attraction as platform revenues scale up

Intellect Design, is a BFSI focused software products company with technology edge in providing digital solutions and platforms. In the recent past it has invested heavily […]