May 3, 2021
Published by Dipan Mehta at May 3, 2021
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TVS Motors, India’s leading two-wheeler company has an excellent track record in new models and presence in all segments – motorcycles, scooters and mopeds. Management ability […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Ajanta Pharma is a mid cap pharma company with a strong domestic business and export presence in US and emerging markets of Africa and Asia . […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Cyient is a mid size software company with a patchy track record and volatility in earnings due to client concentration. We have a positive view on […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Marico is a leading FMCG company with popular brands such as Parachute and Saffola. It has a fabulous track record with a conservative business approach to […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Shriram Transport is India’s leading vehicle finance company with focus only on second hand commercial vehicle financing. It has a pan India presence but is strong […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Britannia is India’s largest biscuit company with aspirations to be a complete food company. With that goal, Britannia has been exploring several categories in the processed […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Tata Communications is a global leader in providing data and voice services to enterprises and telecom companies. Its undersea cable for carrying data and related infrastructure […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Ambuja Cements Ltd, part of the global conglomerate LafargeHolcim, is among the leading cement companies in India with a capacity of 29.65 million tones. Its subsidiary […]
May 3, 2021
Published by Dipan Mehta at May 3, 2021
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Atul is a leading chemical company based in Gujarat. Its products find application in varied industries such as textiles, pharmaceuticals, agrochemicals, adhesives, flavors and fragrances. The […]
April 28, 2021
Published by Dipan Mehta at April 28, 2021
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Tech Mahindra is one of India’s leading software company with a large exposure (40% +) to the telecom vertical. The gradual implementation of 5G globally and […]