Blogs

August 28, 2021

Steady performance from Pidilite despite pandemic related challenges; spike in key input a cause for concern

Pidilite, the manufacturer of the popular ‘Fevicol’ brand of adhesives has a stellar track record for wealth creation. Strong brand recall and pricing power are key […]
August 28, 2021

Despite higher royalty, sharp rise in iron ore prices, higher volumes and de-merger of steel division could lead to stock outperformance

NMDC is India’s largest iron ore producer, presently producing about 35 million tonnes of iron ore from 3 fully mechanized mines. PSU status has helped company […]
August 28, 2021

Max Financial well placed to capture growth in the insurance industry with strategic stake by Axis Bank; sustainable 20%+ new premium income could lead to steady value creation

Max Financial is the holding company for Max Life Insurance, a leading private insurer with a good balance of all types of insurance products. It has […]
August 28, 2021

MAS Financial, one of India’s most conservative NBFC has a very bright future once normalcy returns and credit growth is scaled up in a responsible manner

MAS Financial Services is a niche NBFC focused on lending to micro enterprises, SMEs, 2-wheeler and CVs. The key strength of this company is its risk […]
August 28, 2021

ISGEC to benefit from upswing in capex cycle; strong engineering capabilities and balance sheet are key highlights

ISGEC is a exceptional engineering company that thrived even when other capital goods manufacturing companies were under stress. The company has a very strong balance sheet, […]
August 28, 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 […]
August 28, 2021

Endurance Technologies is a strong OEM supplier to the 2-wheeler industry; new order wins and increased content per vehicle to drive growth over the long term

Endurance Technologies is a leading auto ancillary with all the marquee OEMs as its customers. It derives majority of its revenues from supply to 2-Wheeler OEMs […]
August 28, 2021

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

Eicher Motors, which manufacturer popular motorbikes viz. Bullet and Classic has reported phenomenal growth over the past decade. The desire to own and ride premium bikes […]
August 28, 2021

Vaccine launch and higher US generics sales from biosimilars and complex generics should drive long term growth at Cadilla Pharma

Cadila Healthcare is one of the leading pharma companies with a sizable exposure to the US generics market and strong present in the acute therapies in […]
August 28, 2021

Sundaram Finance poised for growth once the CV industry volumes pick up; very conservative lender with low credit cost

Sundaram Finance is the NBFC arm of the South based TVS group with decades of experience in lending. Its focus is on vehicle finance where it […]