April 28, 2021

Good Monsoons may boost credit demand but second Covid wave may neutralize this positive development

M&M Finance is a leading rural focused NBFC financing all types of 4 wheelers. Its subsidiary is engaged in rural housing finance. Presence in rural areas […]
April 28, 2021

New growth phase resumes at ICICI Bank with strong credit growth and lower credit cost

ICICI Bank is India’s second largest bank in terms of assets and market capitalization. The bank currently has a large network of branches and ATMs across […]
April 28, 2021

Strong performance from HDFC Life but stock trades at premium valuations

HDFC Standard Life is India’s leading life insurance company promoted by HDFC. The company has been steadily increasing market share from PSU and other private insurance […]
April 28, 2021

Soft near term performance at HCL Tech a dampener, long term prospects remain good

HCL Tech is one of India’s leading software company with excellent track record. Digital projects, the new growth engine for the sector, has got a shot […]
April 28, 2021

Domestic market may slow down for GNA but exports are picking up as US economy recovers from the pandemic

G N A Axles Limited is a leading manufacturer of rear axles, shafts, spindles and other automobiles components for sale in domestic and foreign market. Exports […]
September 21, 2020

Greenfield commissioning of new plant at Dahej and better industry trends to drive growth at Camlin Fine

Camlin Fine Sciences is the leading integrated manufacturer of antioxidants aroma ingredients, health & wellness and performance chemicals. The operations are global with presence in most […]
September 4, 2020

Attractive valuations, synergy benefits and focused brand management make Zydus Wellness an interesting investment opportunity

Zydus Wellness is the FMCG subsidiary of the pharma giant Cadilla Healthcare. It is renowned for its brand “Sugarfree” which was the first sugar substitute brand […]
August 31, 2020

Low profile ISGEC Heavy Engineering may surprise with outperformance vis-a-vis its peer group. Order book position provides earnings visibility

ISGEC is a exceptional engineering company that thrived even when other capital goods manufacturing companies were under stress. The company has a very strong balance sheet […]
August 31, 2020

Ion Exchange well placed to take advantage of growing concern over clean water. Benefits from negative China sentiment

Ion Exchange a mid sized water management company. It has 3 major divisions – engineering project for water and waste water management, chemicals and resins business […]