Blogs

July 17, 2020

Granules strategy of backward integration, large scale capacities and focus on high volume generics is yielding good results

Granules is a bulk drug and formulation company. It strength lies in economically sized bulk drug manufacturing units which provide a cost advantage to its finished […]
July 16, 2020

Niche offerings and strong value propostion has enabled L&T Infotech to sustain industry beating grwoth rates

L&T Infotech is a leading mid cap software company with industry beating growth rates. Strong value proposition due to deep domain knowledge is key USP vis-a-vis […]
July 15, 2020

Decent performance at Bandhan Bank despite pandemic related disruptions Rising retail deposits is noteworthy with healthy CASA ratio

Bandhan Bank is India’s largest micro finance lender. We have an overweight rating due to exceptional track record in growth and recovery. There is great potential […]
July 14, 2020

IFB Industries to return to growth phase post lifting of lockdown as demand for home appliances set to improve in a post covid world

IFB Industries is a home grown white appliances company with dominant position in washing machines. Given low penetration levels for such appliances, the long term prospects […]
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. […]