Blogs

May 31, 2021

V-Guard to regain momentum post second wave as underlying growth dynamics are intact

V-Guard is one of India’s leading electrical and appliance company. Its track record is impressive as the company has been expanding its product range and geographical […]
May 31, 2021

Sun Pharma’s specialty products strategy is on track and should gain momentum as US sales have normalized

Sun Pharma is India’s largest pharma company with 3 way near equal split in income from India domestic market, US generics and rest of the world. […]
May 31, 2021

Strides Pharma working on may initiatives to scale up operations and build value

Strides Pharma has undergone many changes in its business model and geographical focus. The management has an excellent track record for building businesses and encashing through […]
May 31, 2021

Manappuram Finance has managed disruptions in the NBFC space with minimal impact. As the sector prospects improve, we expect Manappuram to deliver good consistent performance

Manappuram Finance is India’s leading gold finance company. It has diversified into micro finance, home loans and vehicle loans and currently non-Gold loans contribute more than […]
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 […]