Blogs

August 2, 2021

Higher infra spends and revival of real estate sector very beneficial for cement industry and for UltraTech, India’s largest player

Ultratech Cemco is India’s largest cement company with an aggressive organic and inorganic strategy. All recent acquisitions have been integrated and are earnings accretive. Post lifting […]
August 2, 2021

Syngene is a company to watch as expansion projects get commissioned and encouraging environment for drug discovery services in a post Covid world

Syngene is India’s leading contract research company, with presence across the entire chain of research and development services for the pharma industry. Recent commisssioning of a […]
August 2, 2021

ndia’s demographics and low penetration and use of credit cards are long term positive for SBI Cards, but pandemic has resulted in higher NPAs, which are transient

SBI Cards, subsidiary of SBI is India’s only standalone listed credit card company. There are two revenue streams – interest on credit card outstandings and fees […]
August 2, 2021

Strong industry leading growth from non DXC (erstwhile owner) clients and mining of new accounts from Blackstone affiliates its present owner should lead to good performance over time

Mphasis is a mid sized software company, majority owned by Blackstone a leading global private equity fund. A sizable share of the revenues (12%) of the […]
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 […]