Blogs

July 8, 2020

Muthoot Finance perrformance to remains strong post lockdown. Long term fundamentals strong due to high Gold prices

Muthoot Finance in India’s largest gold loan company. Low tenure, small ticket size and adequate collateral makes gold loans a relatively safe product. Distribution network, quick […]
July 7, 2020

Conservative lender – MAS Financial Services is a secular growth story with high possibility of compounding returns

MAS Financial Services is a niche NBFC focused on lending to micro enterprises, SMEs, 2-wheeler and CVs. The key strength of this company is its risk […]
July 3, 2020

Steady growth and good earnings visibility make PI Industries an interesting investment proposition

PI Industries manufactures agrochemicals for domestic market and contract manufacturing for exports. The company’s strength is in complex chemistry and high value products which have decent […]
June 19, 2020

Suven pharma management very positive due to product pipeline

Suven Pharma is the demerged entity from Suven Life Sciences, engaged into contract manufacturing. Post demerger, the company proposes to expand its US generics business partially […]
June 19, 2020

Decent order book at ITD Cementation provides earnings visibility with significant growth

ITD Cementation is a specialized construction company with expertise in marine projects like sea-links, jetties and metro projects. Focus on high value/high margin projects, decent order […]
June 18, 2020

Amber Enterprises on a sound footing as Make in India gathers momentum

Amber is a leading contract manufacturer for Air conditioners (AC) and AC Components. Most of the leading AC and Refrigerator companies are its clients. Performance in […]
June 15, 2020

Dixon Technologies is an interesting play on rising consumer spends on appliances and lighting and increased outsourcing by global brands

Dixon Technologies is a diversified contract manufacturer for TVs, lighting products, washing machines and mobile phones. The client list of the company is impressive with sizable […]
June 15, 2020

Domestic sales driving profitability at Alkem Laboratories. US business shaping up well

Alkem is a leading pharma company with a strong domestic business with 14 of the company’s brands in the top 300 brands in India. The company […]
June 1, 2020

Brisk sales of air-conditioners post lockdown augurs well for Voltas

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 its businesses is […]
May 29, 2020

New products and increased use of exchange by players due to better price discovery to drive long term growth for Indian Energy Exchange

Indian Energy Exchange is India’s largest electricity exchange accounting for 98% of the traded volumes. Presence of most distribution companies on the company’s platform is a […]