Blogs

May 25, 2020

Massive provisioning for legacy NPAs impacting profitability at IDFC First Bank. Underlying business momentum is robust

IDFC First Bank, formerly IDFC Bank has changed its name post merger with Capital First. The merger is highly synergistic and provides low cost funding to […]
May 25, 2020

GMM Pfaudler to benefit from increasing capex by pharma industry, Heavy engineering division showing traction

GMM Pfaudler is India’s largest Glass Lined Equipment (GLE) manufacturer. All the leading pharma, agro and speciality chemical companies are its clients. Apart from GLE, the […]
May 19, 2020

Telecom industry ripe for tariff improvement post consolidation. Bharti Airtel well placed to take advantage as profits may increase due to positive operating leverage

Bharti Airtel is India’s leading mobile telecom company. Intense competition in the industry has led to complete destruction of profits, but with consolidation in the industry […]
May 13, 2020

IndiaMart InterMesh is an emerging B2B marketplace with sizeable listing as its key competitive strength, expect the company to report steady compounding growth

IndiaMART InterMESH Ltd is India’s largest online B2B marketplace for business products and services with approximately 60% market share of the online B2B classifieds advertising space […]
May 11, 2020

Godrej Properties, India’s leading realtor with dispersed geographical presence, could benefit from shake out in the real estate industry

Godrej Properties is a leading realty from the Godrej group. The activities of the company are geographically dispersed and therefore revenues are more derisked than other […]
May 5, 2020

Varun Beverages shaping up well post acquisition of new territories. Rural market penetration a key growth driver

Varun Beverages is India’s largest PepsiCo Bottler. Last fiscal, it acquired additional territory (South and West) within India from Pepsi and expanded its network to near […]
April 30, 2020

Tata Elxsi poised for industry beating growth as large deal start to ramp up and operating leverages turn positive

Tata Elxsi is a software company with focus on design and technology solution. The company’s strength is its niche offering in the auto, media and healthcare […]
April 23, 2020

HDFC Bank to emerge stronger compared to peer group post Covid-19 crisis

HDFC Bank has been steady performer for the past many years. Its retail focus and sharp lending practices have resulted in strong balance sheet with marginal […]
March 14, 2020

Aarti Drugs on strong footing due to higher domestic and international demand for bulk drugs and formumations

Aarti Drugs is a mid sized bulk drug company with a small formulation business. The products are mature molecules with ready market but competitive in nature. […]
March 3, 2020

Strides Pharma in its new avatar is poised for sustainable growth. US FDA inspection is key risk factor

Strides Pharma has undergone many changes in its business model and geographical focus. The management has an excellent track record for building businesses and encashing through […]