Blogs

June 17, 2021

Should domestic sales pick up, then Bharat Forge would be firing on all cylinders

Bharat Forge, India’s leading forging and engineered parts company with sales from auto and non auto segments. Exports, particularly to US for Class 8 also forms […]
June 17, 2021

Team Lease poised to do better post Covid; formalization of labor markets a long term positive trend

Team Lease is India’s leading staffing services company. Increased outsourcing of staffing requirement from services sector of the economy and acquisitions are growth drivers. The company […]
June 17, 2021

Max Financial well placed to capture growth in the insurance industry with strategic stake by Axis Bank

Max Financial is the holding company for Max Life Insurance, a leading private insurer with a good balance of all types of insurance products. It has […]
June 17, 2021

B2B business hold the key to re-evaluation of Jus Dial

Just Dial is a leading classified advertising company with focus on B2C segment and is at an advanced stage to launch B2B products. The main strength […]
June 17, 2021

JK Cement projected to deliver industry leading volume growth through well timed expansion plans

JK Cement is a mid sized cement company with presence in West and South West. In the last year, the company has ramped up its capacity […]
June 17, 2021

GAIL poised for better performance due to cyclical upswing, better utilization of pipelines and commissioning of expansion plans

GAIL is India’s leading gas pipeline company with presence in petrochemicals, gas trading and LPG. The gas trading has a volatile earnings profile and that tend […]
June 17, 2021

est in class performance at Whirlpool inspires confidence despite rich valuations

Whirlpool India, a subsidiary of US Whirlpool is a leading consumer appliance company with dominant position in refrigerators and growing market share in washing machines, ACs, […]
June 17, 2021

Second wave to impact Jubilant Food’s performance but long term fundamentals are excellent

Jubilant Foodworks, the India franchisee for Dominos Pizza, is a perfect play on changing consumption pattern and rising spends by millennials on restaurants, order in and […]
June 8, 2021

V-Mart to regain its rhythm post lockdowns, competitive position has improved

V-Mart is a very successful retail company focused on apparels and accessories. In recent times growth has come from geographical expansion into Tier II and Tier […]
June 8, 2021

Kaveri Seeds gradually scaling up its non-cotton seed portfolio to de-risk the business; attractive valuations and high return ratios

Kaveri Seeds is a leading seed company with major share (~42%) of revenues from cotton seeds that too in the Southern market. Growth strategy going forward […]