August 6, 2020
Strides Pharma has undergone many changes in its business model and geographical focus. The management has an excellent track record for building businesses and encashing through […]
August 5, 2020
Varun Beverages is India’s largest PepsiCo Bottler. Last fiscal, it acquired additional territory (South and West) within India from Pepsi and expanded its network to near […]
August 5, 2020
Dixon Technologies is a diversified contract manufacturer for TVs, lighting products, washing machines and mobile phones. The client list of the company is impressive with sizable […]
August 5, 2020
Mahindra Holiday is India’s largest vacation ownership company. The business is a direct play on rising consumer aspirations leading to higher spending on vacations and holidays. […]
August 4, 2020
Godrej Properties is a leading realtor from the Godrej group. The activities of the company are geographically dispersed and therefore revenues are more derisked than other […]
August 4, 2020
Cholamandalam Invt. & Finance is a leading vehicle finance company with a significant home finance exposure. Within the vehicle finance space, its focus is on small […]
August 3, 2020
Sun Pharma is India’s largest pharma company with strong presence in India and US generics market. Performance for the past 2-3 years has been disappointing due […]
July 31, 2020
Bharti Airtel is India’s leading mobile telecom company. Intense competition in the industry has led to complete destruction of profits, but with consolidation in the industry […]
July 31, 2020
Indian Energy Exchange is India’s largest electricity exchange accounting for 90%+ of the traded volumes. Presence of most distribution companies on the company’s platform is a […]