August 28, 2021

Sundaram Finance poised for growth once the CV industry volumes pick up; very conservative lender with low credit cost

Sundaram Finance is the NBFC arm of the South based TVS group with decades of experience in lending. Its focus is on vehicle finance where it […]
August 28, 2021

Garden Reach a compelling buy with strong earnings visibility and cheap valuations

Garden Reach is India’s leading shipyard engaged in constructing warships and patrol vessels for coast guard. Strong order book Rs. 26,200 crores (20+ years FY21 revenue) […]
August 28, 2021

With domestic sales picking up post second wave, Bharat Forge would be firing on all cylinders

Bharat Forge, India’s leading forging and engineered parts company with thriving exports business, particularly to US for Class 8 trucks. Demand for this product has picked […]
August 28, 2021

Apollo Hospital transformation to a online – offline healthcare provider could drive valuations higher

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 […]
August 16, 2021

Hikal on a strong wicket with both pharma and crop care segment firing on all cylinders, Valuations are now fair

Hikal is a strong chemical company which provides active ingredients, intermediates and R&D services to global pharmaceuticals, animal health, crop protection and specialty chemicals companies. Pharma […]
August 16, 2021

Strong position in Latin America and scope to grow revenues from US generics market make Caplin Point and attractive pharma play

Caplin Point is niche pharma company focused on Latin American market (87% of sales). It also has a few molecules (injectables) for the US generics market […]
August 16, 2021

Domestic formulations driving growth at Alkem; US to do much better with increased patient visits and new product launches

Alkem is a leading pharma company with a strong domestic business with 14 of the company’s brands in the top 300 in India. The company is […]
August 16, 2021

Soft growth in data business a concern area, but funnel of new business is promising for Tata Communications

Tata Communications is a global leader in providing data and voice services to enterprises and telecom companies. Its undersea cable for carrying data and related infrastructure […]
August 16, 2021

Hindalco firing on all cylinders with strong rolled products demand at Novelis and high LME prices for primary products

Hindalco Industries Limited, metals flagship company of the Aditya Birla Group, is the industry leader in aluminium and copper in India. Its subsidiary Novelis is the […]