Blogs

June 17, 2021

B2B business hold the key to re-evaluation of Jus Dial

Just Dial is a leading classified advertising company with focus on B2C segment and is at an advanced stage to launch B2B products. The main strength […]
June 17, 2021

JK Cement projected to deliver industry leading volume growth through well timed expansion plans

JK Cement is a mid sized cement company with presence in West and South West. In the last year, the company has ramped up its capacity […]
June 17, 2021

GAIL poised for better performance due to cyclical upswing, better utilization of pipelines and commissioning of expansion plans

GAIL is India’s leading gas pipeline company with presence in petrochemicals, gas trading and LPG. The gas trading has a volatile earnings profile and that tend […]
June 17, 2021

est in class performance at Whirlpool inspires confidence despite rich valuations

Whirlpool India, a subsidiary of US Whirlpool is a leading consumer appliance company with dominant position in refrigerators and growing market share in washing machines, ACs, […]
June 17, 2021

Second wave to impact Jubilant Food’s performance but long term fundamentals are excellent

Jubilant Foodworks, the India franchisee for Dominos Pizza, is a perfect play on changing consumption pattern and rising spends by millennials on restaurants, order in and […]
June 8, 2021

V-Mart to regain its rhythm post lockdowns, competitive position has improved

V-Mart is a very successful retail company focused on apparels and accessories. In recent times growth has come from geographical expansion into Tier II and Tier […]
June 8, 2021

Kaveri Seeds gradually scaling up its non-cotton seed portfolio to de-risk the business; attractive valuations and high return ratios

Kaveri Seeds is a leading seed company with major share (~42%) of revenues from cotton seeds that too in the Southern market. Growth strategy going forward […]
June 8, 2021

Gujarat Gas is the best play on rising gas usage for energy in industry and transportation based on the geographies it services

Gujarat Gas Limited (GGL), is India’s largest City Gas Distribution player with its presence spread across 23 Districts in the State of Gujarat, Union Territory of […]
June 8, 2021

Action Construction is in a sweet spot with decent pick up in construction activity post Covid pandemic

Action Construction is a leading material handling and construction equipment manufacturer with a 65 % market share in the cranes segment. Increased infra spend determines demand […]
June 8, 2021

Strong performance at Motherson Sumi improves sentiment; good earnings visibility but predominant revenues from mature markets may slow revenues once pent up demand dissipates

Motherson Sumi’s global manufacturing strategy coupled with quick turnaround of ailing companies acquired has created significant value and scale. Post pandemic need for personal transportation has […]