Blogs

May 31, 2021

Amber Industries’ long term prospects are excellent given industry fundamentals and increased focus on the government on self sufficiency, however valuations are rich and leave no margin of safety

Amber is a leading contract manufacturer for Air conditioners (AC) and AC Components. Most of the leading AC and Refrigerator companies are its clients. Performance in […]
May 31, 2021

Emami appears to be back on growth track albeit headwinds from second Covid wave; valuations attractive

Emami is a very aggressive FMCG company with products in under-penetrated and growth segments of the industry. The large brands of the company are Boroplus, Kesh […]
May 31, 2021

Growth to revive at Alkem once normalcy is restored; US to do much better with increased patient visits and prescriptions

Alkem is a leading pharma company with a strong domestic business with 14 of the company’s brands in the top 300 in India. The company is […]
May 31, 2021

V-Guard to regain momentum post second wave as underlying growth dynamics are intact

V-Guard is one of India’s leading electrical and appliance company. Its track record is impressive as the company has been expanding its product range and geographical […]
May 31, 2021

Sun Pharma’s specialty products strategy is on track and should gain momentum as US sales have normalized

Sun Pharma is India’s largest pharma company with 3 way near equal split in income from India domestic market, US generics and rest of the world. […]
May 31, 2021

Strides Pharma working on may initiatives to scale up operations and build value

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 […]
May 31, 2021

Manappuram Finance has managed disruptions in the NBFC space with minimal impact. As the sector prospects improve, we expect Manappuram to deliver good consistent performance

Manappuram Finance is India’s leading gold finance company. It has diversified into micro finance, home loans and vehicle loans and currently non-Gold loans contribute more than […]
May 31, 2021

Eicher Motors can reignite growth post lockdowns due to sound product and distribution strategy

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 […]
May 31, 2021

Vaccine launch and higher US generics sale should drive the stock price of Cadilla Pharma over the longer term

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 […]
May 31, 2021

TTK Prestige is a secular growth story given India’s demographics and changing cooking and cleaning habits

TTK Prestige is India’s leading cookware and appliances company. Rising domestic consumption, particularly in the rural and non South areas is a growth driver. Government schemes […]