Blogs

August 2, 2021

Strong macro trends driving growth at Mastek; new acquisition to be value accretive

Mastek is a mid sized software company with good skill sets in application development and Oracle implementation. It derives sizable revenues from UK, with UK government departments […]
August 2, 2021

L&T to be key beneficiary from upcycle in infra spending; uptick in overseas and private domestic order may be margin accretive as impact of pandemic reduces

L&T, India’s largest engineering and construction company, with several subsidiaries engaged in related (capital equipment) and unrelated businesses such as software and finance. The core infra […]
August 2, 2021

Jubilant Pharmova is on a strong footing with expectations of good growth as normalcy in key markets has returned

The pharma business of Jubilant Life Sciences is now operating under Jubilant Pharmova. The operations are well diversified into radiology products, contract manufacturing, generics exports, bulk […]
August 2, 2021

HDFC Life a good long term investment due to positive industry trends and HDFC brand and connect

HDFC Standard Life is India’s leading life insurance company promoted by HDFC. The company has been steadily increasing market share from PSU and other private insurance […]
August 2, 2021

Gland Pharma’s focus on high value injectables, backward linkages and good regulatory track record are key strengths

Gland Pharma is a leading generic pharma company with a Chinese parent company. The track record of the company is very impressive given that even when […]
August 2, 2021

Federal Bank has emerged stronger post Covid-19 pandemic and is now poised for decent growth in revenues and lower credit costs

Federal Bank is an old private sector bank with a history that dates back to the pre-independence era. The bank has a dominant presence in Southern […]
August 2, 2021

Can Fin Homes, a conservative home loan company has good prospects as activity levels improve; despite Covid related challenges, NPAs have been contained

Can Fin Homes, subsidiary of Canara Bank is one of India’s leading home finance company. It has delivered decent traction in recent times as it expands […]
August 2, 2021

Good growth in exports and premiumization in domestic market are key positives of Bajaj Auto; however 2nd wave has postponed purchases and rising input costs are concern areas

Bajaj Auto is amongst the world’s leading motorcycle company with market leadership in several geographies. It has a focused product strategy which lays emphasis on mid […]
August 2, 2021

Ambuja Cements to do well due to better industry trends, cost efficiencies and commissioning of new projects

Ambuja Cements Ltd, part of the global conglomerate LafargeHolcim, is among the leading cement companies in India with a capacity of 29.65 million tones. Its subsidiary […]
August 2, 2021

Rising Capacity addition coinciding with better industry demand augurs well for India’s oldest cement company ACC

ACC is India’s oldest cement company, which is now part of LafargeHolcim group which also controls Ambuja Cement. Past few years has seen ACC lose market […]