Blogs

August 16, 2021

V-Mart to regain its rhythm post lockdowns, competitive position has improved and acquisition of “Unlimited” is a very good strategic fit

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 […]
August 16, 2021

TTK Prestige is a secular growth story given India’s demographics and changing cooking and cleaning habits; recovery from Covid-19 Pandemic will be swift

TTK Prestige is India’s leading cookware and appliances company. Rising domestic consumption, particularly in the rural and non South areas is a growth driver. Government schemes […]
August 16, 2021

TCI Express is back on its growth path with aggressive scale up plans; Post pandemic demand to be good

TCI Express is an express cargo company of one of India largest transportation group Transport Corporation of India. This division offers domestic courier and international courier services through road, rail and air […]
August 16, 2021

Symphony’s performance impacted by second wave, but long term prospects are good

Symphony, India’s largest air-cooler company, and a household name, thrives on innovation which has led to market leadership. Return ratios are high as the company follows […]
August 16, 2021

Large part of the growth potential of Navin Florine already captured in the stock price given its present valuation; rising input costs a concern

Navin Fluorine is a leading refrigerant gas company with strong fluoride based specialty chemicals product profile and CRAMS division. Environmental issues prevent new players from entering […]
August 16, 2021

KPIT is in a sweet spot with global auto sector increasing spending on technology due to disruption under way led by Eves and autonomous driving vehicles

KPIT is a mid cap software company focused on products and services to automotive companies. Its business is segregated into six domains, namely, Autonomous Driving, Connected […]
August 16, 2021

Intellect Design well focused to ride the digital wave in the fintech space; non linear growth trajectory is key attraction as platform 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 […]
August 16, 2021

Greenlam could be an out-performer due to pent up demand and steady exports; rising costs impacting margins in the interim

Greenlam Industries is India’s leading laminate company with sizable export presence and a good track record and brand image. Rising consumer spending on home renovation / […]
August 16, 2021

Recovery in international trade and increased transportation through railways visible in Gateway Distripark’s performance as it consolidates its position in the NCR

Gateway Distripark is India’s leading logistics company focused on operating Container Freight Stations and goods trains. The business if driven by international trade which was tepid […]
August 16, 2021

Industry leading growth from Coforge, very strong order wins and strategic acquisitions make it an attractive stock; margin compression is transitory

Coforge, formerly NIIT Tech, is a mid-sized software company with relatively well diversified stream of revenues from different verticals and geographies. Recent performance of the company […]