Blogs

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 […]
May 18, 2021

CSB Bank has reported good near term working in a challenging environment; geographical expansion is key to sustainable de-risked business model

CSB Bank is India’s oldest private bank formed in 1920 and has undergone several ownership and management changes. It has been recently acquired by Canada based […]
May 18, 2021

Long term prospects are good for Bandhan Bank but recent spike in NPAs ahs shown cracks in their business model

Bandhan Bank is India’s largest micro finance lender with exceptional track record. There is great potential for micro finance and Bandhan’s growth will be above that […]
May 8, 2021

e-Mobility and revival of engine sales to passenger 3 wheelers should drive growth post lockdown for Greaves Cotton

Greaves Cotton is a leading engine manufacture of repute with long history having been established in 1922. The engines it supplies find application in automobiles (3 […]
May 8, 2021

Proactive provisioning by CreditAcc is a step in the right direction as microfinance opportunity remains huge

Credit Access Grameen is one of the leading NBFC-MFI in India. The company is promoted by Credit Access Asia NV, a multinational company based in Vietnam […]
May 8, 2021

Industry leading growth from Coforge, aggressive guidance and benefits from strategic acquisitions make it an attractive stock

Coforge, formerly NIIT Tech, is a mid-sized software company with relatively well diversified stream of revenues from different verticals and geographies. Recent performance of the company […]
May 8, 2021

Varun Beverages could flourish post Covid-19 pandemic due demographics and distribution push

Varun Beverages is India’s largest PepsiCo Bottler with near monopoly of Indian market post acquisition of additional territory (South and West) from other PepsiCo bottlers. It […]