Blogs

November 30, 2021

V-Mart to regain its rhythm post lockdowns, competitive position has improved and acquisition of “Unlimited” is a very good strategic fit; upcoming marriage season may be exceptional

V-Mart is a very successful retail company focused on value apparels and accessories. Growth has come from geographical expansion into Tier II and Tier III towns […]
November 30, 2021

Tanla Platforms’ strong business model driving growth; acquisitions and global launches to sustain momentum

Tanla Platforms is a cloud based communications provider which offers is platform and technology to enterprises for smart messaging and mobile transactions. Increased use of smartphones […]
November 30, 2021

SBI on a very solid wicket with most legacy NPAs behind it and credit growth will improve during the festive season; lower credit costs should improve return ratios and earnings

The State Bank of India (SBI) is India’s largest bank with a ~ 23% market share in assets and one-fourth of deposits market. The Bank has […]
November 30, 2021

Minda Corp is amongst the few auto ancillary companies which will benefit from the EV disruption under way

Minda Corp. is a leading auto component company with good track record for execution and quality management. The increased emphasis of auto companies for higher safety […]
November 30, 2021

MAS Financial, one of India’s most conservative NBFC has a very bright future with normalcy returning and credit growth being scaled up in a responsible manner

MAS Financial Services is a niche NBFC focused on lending to micro enterprises, SMEs, 2-wheeler and CVs. The key strength of this company is its risk […]
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, […]