Blogs

May 24, 2021

Strong manufacturing capabilites and deep relationships with global agrochemical companies is PI Industries strength

PI Industries manufactures agrochemicals for domestic market and contract manufacturing for exports. The major strength of the company is its relationship and trust of large global […]
May 24, 2021

Aggressive expansion plans at Aarti Industries to drive growth as normalcy returns post Covid and exports pick up

Aarti Industries is a predominantly benzene based chemical producer with a diversified range of consuming industries viz. agrochemicals, pharma, paints and pigments. The company’s strength is […]
May 24, 2021

IIFL Wealth is gradually increasing its annuity based income which should provide earnings visibility

IIFL Wealth Management is a leading home grown wealth manager offering a range of debt and equity products. Increased wealth creation, financialization of savings and quest […]
May 24, 2021

Endurance Technologies is a strong OEM supplier to the 2-wheeler industry; new order wins and increased content per vehicle to drive growth over the long term

Endurance Technologies is a leading auto ancillary with all the marquee OEMs as its customers. It derives majority of its revenues from supply to 2-Wheeler OEMs […]
May 24, 2021

SBI on a very solid wicket with most legacy NPAs behind it and credit growth to improve once lockdowns are relaxed

The State Bank of India (SBI) is India’s largest bank with a ~ 23% market share in assets and one-fourth of deposits market. The Bank has […]
May 24, 2021

Blue sky scenario for JSW Steel as end product prices soar, demand is strong and near term commissioning of brownfield expansion

JSW Steel is amongst the world’s largest steel producer which has largely expanded organically. Post Covid industry trends have improved significantly due to sharp rise in […]
May 24, 2021

Havells a strong play on rising spends on durables and home / office improvement; Second Covid wave to have transient effect

Havell’s, a leading player in Cables, lighting, switches / switchgear and household appliances, is a secular growth story. All its divisions benefits from rising domestic consumption […]
May 18, 2021

Second wave, price increases led by input cost rising may impact near term performance at Voltas but underlying long term fundamentals are good

Voltas is India’s largest air-conditioning company with a sizable projects and engineering products and services business. The long term growth potential of all air-conditioning division is […]
May 18, 2021

Postponement of sales rather than complete loss is a revealing trend for Titan which continues to gain market share

Titan is India’s largest branded jewelry, watches and eyewear company. Rise in disposable income is driving demand and events such as demonetization and GST has improved […]
May 18, 2021

After many quarter of weather / Covid led disappointments, Symphony’s performance was better; but second wave may have a negative impact

Symphony, India’s largest air-cooler company, and a household name, thrives on innovation which has led to market leadership. Return ratios are high as the company follows […]