Blogs

November 30, 2021

Intellect Design well focused to ride the digital wave in the fintech space; non linear growth trajectory is key attraction as platform / SAAS revenues scale up

Intellect Design, is a BFSI focused software products company with technology edge in providing digital solutions and platforms. In the recent past it has invested heavily […]
November 30, 2021

IFB industries being impacted by raw material price increases but volume growth is strong

IFB Industries is a home grown white appliances company with a dominant position in front loading washing machines. It is also present in Dishwashers, Microwave Ovens […]
November 30, 2021

Atul’s diversified business model, export opportunities well timed with commissioning of new capacities to drive revenues and profitability, but valuations are fair and better financing options should drive growth

Atul is a leading chemical company based in Gujarat from the Sarabhai group. Its products find application in varied industries such as textiles, pharmaceuticals, agrochemicals, adhesives, […]
November 30, 2021

Apollo Hospital transformation to a online – offline healthcare provider could drive valuations higher; strong near term performance a key highlight

Apollo Hospitals is India’s largest listed hospital company and more interestingly it is transforming itself to a online healthcare service provider. Apart from hospitals, the company […]
November 30, 2021

Dominant position in the steel pipes segment and expansion of value added products to drive topline and margins

APL Apollo is India’s largest producer of electric resistance welded (ERW) steel pipes with 50% market share. Over the years, through organic and inorganic initiatives, the […]
November 30, 2021

Domestic formulations driving growth at Alkem; Margins impacted by rising input, R&D and administrative costs which will normalise soon

Alkem is a leading pharma company with a strong domestic business with 15 of the company’s brands in the top 300 in India. It is present […]
November 30, 2021

Action Construction is in a sweet spot with decent pick up in construction activity post Covid pandemic

Action Construction is a leading material handling and construction equipment manufacturer with a 65 % market share in the cranes segment. Increased infra spends and construction […]
November 18, 2021

Varun Beverages to do well post Covid-19 pandemic due demographics and distribution push and changing consumption patterns; increased rural electrification supports new sales points

Varun Beverages is India’s largest PepsiCo Bottler with near monopoly of Indian market post acquisition of additional territory (South and West) from other PepsiCo bottlers. It […]
November 18, 2021

IIFL Wealth is gradually increasing its annuity based income which should provide earnings visibility; robust capital markets positive for attracting higher AUMs; a secular growth story

IIFL Wealth Management is a leading home grown wealth manager offering a range of debt and equity products. Increased wealth creation, financialization of savings and quest […]
November 18, 2021

ICICI Bank to enter new growth phase with strong loan growth and lower credit cost; pick up in economy to lead to higher creit growth

ICICI Bank is India’s second largest bank in terms of assets and market capitalization and has a large network of branches and ATMs across India and […]