Blogs

August 6, 2020

Steady growth and good earnings visibility make PI Industries an interesting investment proposition

PI Industries manufactures agrochemicals for domestic market and contract manufacturing for exports. The company’s strength is in complex chemistry and high value products which have decent […]
August 6, 2020

Strides Pharma in its new avatar is poised for steady growth. US FDA inspection is key risk factor and withdrawal of Ranitidine a setback

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 […]
August 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 […]
August 5, 2020

Dixon Technologies is an interesting play on rising consumer spends on appliances and lighting and increased outsourcing by global brands

Dixon Technologies is a diversified contract manufacturer for TVs, lighting products, washing machines and mobile phones. The client list of the company is impressive with sizable […]
August 5, 2020

Mahindra Holiday a unique play on rising domestic spends on leisure and travel. Strong balance sheet and value in land bank / international subsidiary are additional plus points

Mahindra Holiday is India’s largest vacation ownership company. The business is a direct play on rising consumer aspirations leading to higher spending on vacations and holidays. […]
August 4, 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 realtor from the Godrej group. The activities of the company are geographically dispersed and therefore revenues are more derisked than other […]
August 4, 2020

Steady performance from Cholamandalam Finance despite challenges in NBFC fund raising and auto industry slow down

Cholamandalam Invt. & Finance is a leading vehicle finance company with a significant home finance exposure. Within the vehicle finance space, its focus is on small […]
August 3, 2020

Higher healthcare spending in a post Covid world to benefit Sun Pharma. Domestic sales and speciality products to drive sales as regulatory concerns recede

Sun Pharma is India’s largest pharma company with strong presence in India and US generics market. Performance for the past 2-3 years has been disappointing due […]
July 31, 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 […]
July 31, 2020

New products and increased use of exchange by players due to better price discovery to drive long term growth for Indian Energy Exchange

Indian Energy Exchange is India’s largest electricity exchange accounting for 90%+ of the traded volumes. Presence of most distribution companies on the company’s platform is a […]