Blogs

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 […]
July 17, 2021

Avenue Supermarket’s strong balance sheet, aggressive management, good capital allocation policy and reasonable valuation due to recent underperformance make it a compelling buy; long term growth to be driven by geographical expansion and increased market share from unorganized sector

Avenue Supermarket, the company which operates the D’Mart supermarket chain has an exemplary track record despite industry challenges. Costs have been kept low by acquiring property […]
July 17, 2021

L&T Technology to benefit from increased deal flow post Covid, client specific issues are now behind the company and client concentration has improved; presence in niche verticals an advantage

L&T Technology is a leading engineering and R&D services company. The offerings are differentiated from the traditional software companies due to its focus on design and […]
July 17, 2021

Mindtree’s superior growth rates trumps its client concentration issues; expect very good performance over next few quarters

Mindtree is a leading tier 2 software company and now part of the L&T group. Change of ownership led to short term disruption however, performance has […]
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 […]