Blogs

August 22, 2020

Distress valuations for Just Dial provides investment opportunity, however question marks remain on the sustainability of the business model

Just Dial is a leading classified advertising company with focus on B2C segment and is at an advanced stage to launch B2B products. The main strength […]
August 22, 2020

Brisk sales at Vaibhav Global, even during global pandemic, augur well for long term prospects. Product diversification is driving growth

Vaibhav Global is an e-retailer of fashion jewelry and lifestyle products in the USA and United Kingdom on its TV Shopping channels – ShopLC, USA and […]
August 19, 2020

Brisk sales of air-conditioners post lockdown augurs well for Voltas once full normalcy is reached. Recent market share gains are impressive

Voltas is India’s largest air-conditioning company with a sizable projects and engineering products and services business. The long term growth potential of all air-conditioning division is […]
August 19, 2020

Deepak Nitrite on new growth path with higer end products prices and commissioning of new capacity. Effect of Covid-19 pandemic to be transient

Deepak Nitrite reputed chemical company with a wide product basket. Its subsidiary Deepak Phenolics is India’ largest and only manufacturer of phenol in the country. Increased […]
August 19, 2020

Emami may emerge stronger post Covid-19 pandemic with increased consumer spends on FMCG brands with health benefits

Emami is a very aggressive FMCG company with products in under-penetrated and growth segments of the industry. Post Covid, new launches in the health category will […]
August 19, 2020

Minda Corporation could be an outlier in the auto components industry. Company benefits from BS VI transition but present operations impacted by pandemic

Minda Corp. is a leading auto component company with good track record. The increased emphasis of auto companies for higher safety standards, infotainment and superior interiors […]
August 19, 2020

Muthoot Finance perrformance to remains strong post lockdown. Long term fundamentals strong due to high Gold prices

Muthoot Finance in India’s largest gold loan company. Low tenure, small ticket size and adequate collateral makes gold loans a relatively safe product. Distribution network, quick […]
August 19, 2020

Narayana Hrudayala is a secular growth story as healthcare spends will continue to rise. Pent up demad to drive growth once normalcy returns

Narayana Hrudayalaya is a leading hospital operator. The company has been following an asset light model whereby it acquires operating rights for hospital while the ownership […]
August 18, 2020

Suven pharma management very positive due to product pipeline. Entry into US generics market with niche molecules a long term positive

Suven Pharma is the demerged entity from Suven Life Sciences, engaged into contract manufacturing. Post demerger, the company proposes to expand its US generics business partially […]
August 18, 2020

APL Apollo a dominant ERW steel pipe player with good long term growth prospects but faces near term headwinds due Covid-19 pandemic

APL Apollo is India’s largest producer of electric resistance welded (ERW) steel pipes. Over the years, through organic and inorganic initiatives, the company enhanced its ERW […]