November 30, 2021

Kalyan Jewellery to do exceptionally well with normalcy returning and pent up demand, store expansion and market share gains from unorganised sector driving growth

Kalyan Jewellers is India’s leading jewellery chain with operations going back to 1908. Trust of its customers, strong and ever growing store distribution network and solid […]
November 30, 2021

Strong balance sheet and good order book position to drive growth at ITD Cementation

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 […]
November 30, 2021

Intellect Design well focused to ride the digital wave in the fintech space; non linear growth trajectory is key attraction as platform / SAAS 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 […]
November 30, 2021

IFB industries being impacted by raw material price increases but volume growth is strong

IFB Industries is a home grown white appliances company with a dominant position in front loading washing machines. It is also present in Dishwashers, Microwave Ovens […]
November 30, 2021

Atul’s diversified business model, export opportunities well timed with commissioning of new capacities to drive revenues and profitability, but valuations are fair and better financing options should drive growth

Atul is a leading chemical company based in Gujarat from the Sarabhai group. Its products find application in varied industries such as textiles, pharmaceuticals, agrochemicals, adhesives, […]
November 30, 2021

Apollo Hospital transformation to a online – offline healthcare provider could drive valuations higher; strong near term performance a key highlight

Apollo Hospitals is India’s largest listed hospital company and more interestingly it is transforming itself to a online healthcare service provider. Apart from hospitals, the company […]
November 30, 2021

Dominant position in the steel pipes segment and expansion of value added products to drive topline and margins

APL Apollo is India’s largest producer of electric resistance welded (ERW) steel pipes with 50% market share. Over the years, through organic and inorganic initiatives, the […]
November 30, 2021

Domestic formulations driving growth at Alkem; Margins impacted by rising input, R&D and administrative costs which will normalise soon

Alkem is a leading pharma company with a strong domestic business with 15 of the company’s brands in the top 300 in India. It is present […]
November 30, 2021

Action Construction is in a sweet spot with decent pick up in construction activity post Covid pandemic

Action Construction is a leading material handling and construction equipment manufacturer with a 65 % market share in the cranes segment. Increased infra spends and construction […]