Blogs

July 13, 2020

Massive orderbook at NBCC to now start contributing to revenue and profits

NBCC is a PSU engaged in project management consultancy for the government and PSUs. The company is also into redevelopment of government colonies. In recent times […]
July 13, 2020

PNB Housing trading at attractive valuations. Recovery of loans to realtors key to improve sentiment in stock

PNB Housing Finance is India’s third largest housing finance company. Recent turmoil within the NBFC space has soured sentiment in the stock as also revelation of […]
July 7, 2020

Conservative lender – MAS Financial Services is a secular growth story with high possibility of compounding returns

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 […]
June 19, 2020

Decent order book at ITD Cementation provides earnings visibility with significant growth

ITD Cementation is a specialized construction company with expertise in marine projects like sea-links, jetties and metro projects. Focus on high value/high margin projects, decent order […]
May 25, 2020

GMM Pfaudler to benefit from increasing capex by pharma industry, Heavy engineering division showing traction

GMM Pfaudler is India’s largest Glass Lined Equipment (GLE) manufacturer. All the leading pharma, agro and speciality chemical companies are its clients. Apart from GLE, the […]
March 14, 2020

Aarti Drugs on strong footing due to higher domestic and international demand for bulk drugs and formumations

Aarti Drugs is a mid sized bulk drug company with a small formulation business. The products are mature molecules with ready market but competitive in nature. […]
February 21, 2020

Despite promoter debt problems; performance at Zee Learn remains on track; long term wealth creation possible as K-12 schools mature

Zee Learn is India’s largest pre-school operator. The management is confident of steadily growing its business of pre-schools and K-10 schools given the huge potential for […]
January 23, 2020

Corpus of Nippon Life India Asset Management growing post acquisition by Japanese parent

Nippon Life Asset Management is one of India’s largest asset management company offering products across the entire spectrum of wealth management. Financialisation of savings is driving […]