Blogs

May 8, 2021

Despite pandemic, Godrej Properties new booking remain strong, revenues and profits will grow as projects near completion; company sitting on good land bank

Godrej Properties is a leading realtor from the Godrej group. The activities of the company are geographically dispersed and therefore revenues are more de-risked than other […]
May 8, 2021

Coromandel International, India largest fertilizer company could benefit from good monsoons, however spurt in raw material costs is a concern

Coromandel is India’s largest phosphatic fertilizer company with presence in crop protection and rural retail stores as well. Government regulation, monsoon vagaries and mispricing of fertilizers […]
May 8, 2021

AU Small Finance’s impressive track record on NPAs tainted due to recent spike in NPAs due to lockdown and stress in SMEs

AU Small Finance Bank is a mid sized micro finance NBFC carved out into a Bank. The transition from NBFC to Bank has been smooth and […]
May 8, 2021

Tough environment impacting IndiaMart’s topline but lower costs have sustained profit growth

IndiaMART InterMESH Ltd is India’s largest online B2B marketplace for business products and services. Increased penetration of computers and mobile phones has led to increased search […]
May 3, 2021

Bajaj Finance has emerged relatively unscathed from the pandemic, expects growth rates to revert back to normal

Bajaj Finance is India’s best performing NBFC. All-round growth in every division and strong control over NPAs has been the hallmark of this company which explains […]
May 3, 2021

SIS is a good long term secular growth story as industrialization and urbanization picks up post lock downs, formalization of labor markets is also positive

SIS is India’s largest Security Service provider. Its subsidiary is the largest security provider in Australia. The Indian business also has a facility management vertical where […]
May 3, 2021

Recovery in international trade and increased transportation through railways visible in Gateway Distripark’s performance

Gateway Distripark is India’s leading logistics company focused on operating Container Freight Stations and goods trains. The business if driven based on international trade which was […]
May 3, 2021

United Breweries is a good play on return to normalcy; volumes have held up well despite lockdown and resultant decline on out of home consumption

United Breweries in India’s largest beer company with market share in excess of 50 %. The parent company, Heineken is a global leader in beer and […]
May 3, 2021

Dalmia Bharat, an efficient cement producer in the key growth markets and near term sizable capacity commissioning could be an outperformer in the cement space

Dalmia Bharat is a mid sized cement company with a strong presence in East India, N. East & T.N. Its key highlight is near term commissioning […]
May 3, 2021

Best in class performance at Aavas Financiers with low NPA yet steadily rising loan book make it attractive despite premium valuations

AAVAS provides housing loan to low and middle income segments in semi-urban and rural areas. These are credit worthy customers that lack financial inclusion because of […]