July 30, 2020
Quess Corp is India’s largest staffing company with presence a few international locations. Post its listing in 2016 the company has been pursuing inorganic growth options […]
July 30, 2020
SIS is India’s largest Security Service provider. Its subsidiary is the largest security provider in Australia. The Indian business also has a facility management vertical where […]
July 28, 2020
IDFC First Bank, formerly IDFC Bank has changed its name post merger with Capital First. The merger is highly synergistic and provides low cost funding to […]
July 28, 2020
Ultratech Cemco is India’s largest cement company. Demerger of cement division of Century and its merger into the company provides an opportunity add value through transition […]
July 28, 2020
Marico is a leading FMCG company with popular brands such as Parachute and Saffola. It has a fabulous track record with a conservative growth approach. Profit […]
July 28, 2020
Indusind is a leading private sector bank with strong presence in vehicle finance and micro- finance post merger with Bharat Financial. Exposure to IL&FS, Dewan Housing, […]
July 28, 2020
RBL Bank is India’s leading private sector bank which has been recently impacted by spike in bad loans to 3 – 4 stressed accounts. Higher provisions […]
July 27, 2020
Zee is India’s largest listed media company. The covid-19 pandemic has impacted advertising revenues, but subscription income has shot up particularly from its OTT offering – […]
July 27, 2020
Coromandel is India’s largest phosphatic fertilizer company with presence in crop protection and rural retail stores as well. Government regulation, monsoon vagaries and mispricing of fertilizers […]
July 24, 2020
ICICI Lombard is a India’s largest private sector general insurance company. We have a positive view on the insurance industry due to its low penetration and […]