August 5, 2020
Published by Dipan Mehta at August 5, 2020
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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
Published by Dipan Mehta at August 5, 2020
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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
Published by Dipan Mehta at August 4, 2020
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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
Published by Dipan Mehta at August 4, 2020
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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
Published by Dipan Mehta at August 3, 2020
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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
Published by Dipan Mehta at July 31, 2020
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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
Published by Dipan Mehta at July 31, 2020
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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 […]
July 31, 2020
Published by Dipan Mehta at July 31, 2020
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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 contributed 33% of […]
July 31, 2020
Published by Dipan Mehta at July 31, 2020
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HDFC is India’s largest housing finance company with exemplary track record for growth and quality of balance sheet. Despite its size, it has been able to […]
July 30, 2020
Published by Dipan Mehta at July 30, 2020
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Nestle Is amongst India’s largest FMCG company with focus on categories which are best performing in the FMCG basket viz. foods and beverages. It is s […]