Blogs

May 31, 2021

Commissioning of dedicated rail corridors, finality of land license fees with Railways Ministry augurs well for Container Corporation; privatization in true earnest can rerate the stock

Container Corpn. is India’s largest rail logistics company. Its PSU status ensures lion’s share of the rail infrastructure. Recent performance for the company has been soft […]
May 31, 2021

Aggressive provisioning by Spandana’s management sets up the company for strong growth post Covid

Spandana Sphoorthy is India’s 3rd Largest NBFC-MFI with ~ 77,000 crores of AUM, 25+ lakh members and 1,013 branches. The company has a good geographical spread […]
May 31, 2021

Secular demographic trends favor Crompton Greaves Consumer; but for second Covid wave, performance going forward will be strong

Crompton Greaves Consumer Electricals Ltd. (CGCEL) manufactures and markets a wide spectrum of consumer products ranging from fans lamps and luminaries to pumps and household appliances […]
May 31, 2021

Amber Industries’ long term prospects are excellent given industry fundamentals and increased focus on the government on self sufficiency, however valuations are rich and leave no margin of safety

Amber is a leading contract manufacturer for Air conditioners (AC) and AC Components. Most of the leading AC and Refrigerator companies are its clients. Performance in […]
May 31, 2021

Emami appears to be back on growth track albeit headwinds from second Covid wave; valuations attractive

Emami is a very aggressive FMCG company with products in under-penetrated and growth segments of the industry. The large brands of the company are Boroplus, Kesh […]
May 31, 2021

Growth to revive at Alkem once normalcy is restored; US to do much better with increased patient visits and prescriptions

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 […]
May 31, 2021

V-Guard to regain momentum post second wave as underlying growth dynamics are intact

V-Guard is one of India’s leading electrical and appliance company. Its track record is impressive as the company has been expanding its product range and geographical […]
May 31, 2021

Sun Pharma’s specialty products strategy is on track and should gain momentum as US sales have normalized

Sun Pharma is India’s largest pharma company with 3 way near equal split in income from India domestic market, US generics and rest of the world. […]
May 31, 2021

Strides Pharma working on may initiatives to scale up operations and build value

Strides Pharma has undergone many changes in its business model and geographical focus. The management has an excellent track record for building businesses and encashing through […]
May 31, 2021

Manappuram Finance has managed disruptions in the NBFC space with minimal impact. As the sector prospects improve, we expect Manappuram to deliver good consistent performance

Manappuram Finance is India’s leading gold finance company. It has diversified into micro finance, home loans and vehicle loans and currently non-Gold loans contribute more than […]