Blogs

May 31, 2021

Eicher Motors can reignite growth post lockdowns due to sound product and distribution strategy

Eicher Motors, which manufacturer popular motorbikes viz. Bullet and Classic has reported phenomenal growth over the past decade. The desire to own and ride premium bikes […]
May 31, 2021

Vaccine launch and higher US generics sale should drive the stock price of Cadilla Pharma over the longer term

Cadila Healthcare is one of the leading pharma companies with a sizable exposure to the US generics market and strong present in the acute therapies in […]
May 31, 2021

TTK Prestige is a secular growth story given India’s demographics and changing cooking and cleaning habits

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 […]
May 31, 2021

Sundaram Finance poised for growth once the CV industry volumes pick up; very conservative lender with low credit cost

Sundaram Finance is the NBFC arm of the South based TVS group with decades of experience in lending. Its focus is on vehicle finance where it […]
May 31, 2021

Poly Medicure is scaling up business well as demand for medical devices and consumable are higher given the present health crisis

Poly Medicure is a leading medical devices company with a global presence (70% contribution from exports). Increased healthcare spending is the main growth driver as also […]
May 31, 2021

Good monsoon forecast augurs well for Dhanuka Pesticides; deep distribution and strong balance sheet are hallmarks

Dhanuka Agritech is a leading domestic focused agrochemical company. Its key strength is its distribution network which leveraged to launch new generic and specialized products in […]
May 24, 2021

After a few disappointing quarters management comments are optimistic at Vinati Organics; return to normalcy and better pricing environment to aid growth

Vinati Organics is a specialty chemical company and world leaders in two products, Isobutyl Benzene (IBB) and 2-Acrylamido 2 Methyl propane Sulfonic Acid (ATBS). These products […]
May 24, 2021

Garden Reach a compelling buy with strong earnings visibility and cheap valuations

Garden Reach is India’s leading shipyard engaged in constructing warships and patrol vessels for coast guard. Strong order book Rs. 26,200 crores (20+ years FY21 revenue) […]
May 24, 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 […]
May 24, 2021

TCI Express is back on its growth path but 2bd wave may have a marginal negative impact

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 […]