Blogs

May 18, 2021

Exceptional performance from Intellect Design has lead to premium valuations; non linear growth trajectory is key attraction

Intellect Design, is a BFSI focused software product company with technology edge in providing digital solutions. In the recent past it has invested heavily into improving […]
May 18, 2021

Clouds gathering on Granules due to shortage and spike in key raw materials

Granules is a bulk drug and formulation company with strength in economically sized bulk drug manufacturing units which provide a cost advantage to its finished dosage […]
May 18, 2021

Steady volume growth and cheap valuations of Birla Corp to deliver decent returns; cement industry in the midst of an cyclical upswing

Birla Corporation Limited (BCL), the flagship company of the M.P. Birla Group, is primarily engaged in the manufacturing of cement as its core business activity. It […]
May 18, 2021

Asian Paints: Stellar performance in the most difficult year ever shows secular demand for paints; an under penetrated category

Asian Paints is India’s largest paint company and a direct play on rising consumer spending due to its focus on decorative paints. Its track record has […]
May 18, 2021

Zydus Wellness well poised to flourish with assimilation of acquired products nearly completed and management focusing on distribution and brand promotion

Zydus Wellness is the FMCG subsidiary of the pharma giant Cadilla Healthcare. It is renowned for its brand “Sugarfree” which was the first sugar substitute brand […]
May 18, 2021

IDFC First bank is carefully crafting its strategy to become a full fledged retail bank with low cost deposits and small ticket lending

IDFC First Bank, formerly IDFC Bank has changed its name post merger with Capital First. The merger was highly synergistic and provided low cost funding to […]
May 18, 2021

Sharp rise in tea prices, impacted Tata Consumer performance in the near term, but long term trajectory is attractive with presence in growth segments of the FMCG industry and steady value being created in JV with Starbucks

Tata Consumer Products is a the food and beverage company of the Tata Group. It is home to key brands such as Tata Tea, Tetley, Tata […]
May 18, 2021

Large part of the growth potential of Navin Florine already captured in the stock price given its present valuation

Navin Fluorine is a leading refrigerant gas company with strong fluoride based specialty chemicals product profile and CRAMS division. Environmental issues prevent new players from entering […]
May 18, 2021

Despite Covid related disruptions in lending and collections, Cholamandalam has a good growth trajectory due to sound lending practices

Cholamandalam Invt. & Finance is a leading vehicle finance company with a significant home finance exposure. Within the vehicle finance space, its focus is on small […]
May 18, 2021

Blue sky scenario for cement industry augurs well for India’s largest player Ultra Tech Cement

Ultratech Cemco is India’s largest cement company with an aggressive organic and inorganic strategy. All recent acquisitions have been integrated and are earnings accretive. Post lifting […]