Blogs

February 2, 2022

Dominant position in the steel pipes segment and expansion of value added products to drive topline and margins

APL Apollo is India’s largest producer of electric resistance welded (ERW) steel pipes with 50% market share. Over the years, through organic and inorganic initiatives, the […]
February 2, 2022

Domestic formulations driving growth at Alkem; Margins impacted by rising input, R&D and administrative costs which will normalise soon

Alkem is a leading pharma company with a strong domestic business with 15 of the company’s brands in the top 300 in India. It is present […]
February 2, 2022

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 spends and construction […]
November 30, 2021

V-Mart to regain its rhythm post lockdowns, competitive position has improved and acquisition of “Unlimited” is a very good strategic fit; upcoming marriage season may be exceptional

V-Mart is a very successful retail company focused on value apparels and accessories. Growth has come from geographical expansion into Tier II and Tier III towns […]
November 30, 2021

Tanla Platforms’ strong business model driving growth; acquisitions and global launches to sustain momentum

Tanla Platforms is a cloud based communications provider which offers is platform and technology to enterprises for smart messaging and mobile transactions. Increased use of smartphones […]
November 30, 2021

SBI on a very solid wicket with most legacy NPAs behind it and credit growth will improve during the festive season; lower credit costs should improve return ratios and earnings

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 […]
November 30, 2021

Minda Corp is amongst the few auto ancillary companies which will benefit from the EV disruption under way

Minda Corp. is a leading auto component company with good track record for execution and quality management. The increased emphasis of auto companies for higher safety […]
November 30, 2021

MAS Financial, one of India’s most conservative NBFC has a very bright future with normalcy returning and credit growth being scaled up in a responsible manner

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 […]
November 30, 2021

Kalyan Jewellery to do exceptionally well with normalcy returning and pent up demand, store expansion and market share gains from unorganised sector driving growth

Kalyan Jewellers is India’s leading jewellery chain with operations going back to 1908. Trust of its customers, strong and ever growing store distribution network and solid […]
November 30, 2021

Strong balance sheet and good order book position to drive growth at ITD Cementation

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 […]