Blogs

May 8, 2021

Inventory gains driving profits at Supreme; long term prospects excellent due to rural / agricultural demand

Supreme Industries is India’s leading plastic processor and a consistent performer with high return ratios. It is present in several categories with plastic piping products contribution […]
May 8, 2021

SBI Life could be a decent compounding stock as embedded value steadily rises on the back of rising new and renewal premiums

SBI Life is India’s leading life insurance company with good track record. SBI’s network and brand are key strengths and Bancassurance is the largest channel for […]
May 8, 2021

L&T Technology to benefit from increased deal flow post Covid, client specific issues are now behind the company and client concentration has improved

L&T Technology is a leading engineering and R&D services company. The offerings are differentiated from the traditional software companies due to its focus on design and […]
May 8, 2021

Home First, a new listing, could turn out to be a steady performer provided it sticks to disciplined lending and expands geographically

Home First is a mid sized relatively new NBFC catering to retail home loans to salaried class. Major concentration is in the states of Gujarat and […]
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 […]