Blogs

May 31, 2021

Sundaram Finance poised for growth once the CV industry volumes pick up; very conservative lender with low credit cost

Sundaram Finance is the NBFC arm of the South based TVS group with decades of experience in lending. Its focus is on vehicle finance where it […]
May 31, 2021

Poly Medicure is scaling up business well as demand for medical devices and consumable are higher given the present health crisis

Poly Medicure is a leading medical devices company with a global presence (70% contribution from exports). Increased healthcare spending is the main growth driver as also […]
May 31, 2021

Good monsoon forecast augurs well for Dhanuka Pesticides; deep distribution and strong balance sheet are hallmarks

Dhanuka Agritech is a leading domestic focused agrochemical company. Its key strength is its distribution network which leveraged to launch new generic and specialized products in […]
May 24, 2021

After a few disappointing quarters management comments are optimistic at Vinati Organics; return to normalcy and better pricing environment to aid growth

Vinati Organics is a specialty chemical company and world leaders in two products, Isobutyl Benzene (IBB) and 2-Acrylamido 2 Methyl propane Sulfonic Acid (ATBS). These products […]
May 24, 2021

Garden Reach a compelling buy with strong earnings visibility and cheap valuations

Garden Reach is India’s leading shipyard engaged in constructing warships and patrol vessels for coast guard. Strong order book Rs. 26,200 crores (20+ years FY21 revenue) […]
May 24, 2021

Federal Bank has emerged stronger post Covid-19 pandemic and is now poised for decent growth in revenues and lower credit costs

Federal Bank is an old private sector bank with a history that dates back to the pre-independence era. The bank has a dominant presence in Southern […]
May 24, 2021

TCI Express is back on its growth path but 2bd wave may have a marginal negative impact

TCI Express is an express cargo company of one of India largest transportation group Transport Corporation of India. This division offers domestic courier and international courier services through road, rail and air […]
May 24, 2021

Strong manufacturing capabilites and deep relationships with global agrochemical companies is PI Industries strength

PI Industries manufactures agrochemicals for domestic market and contract manufacturing for exports. The major strength of the company is its relationship and trust of large global […]
May 24, 2021

Aggressive expansion plans at Aarti Industries to drive growth as normalcy returns post Covid and exports pick up

Aarti Industries is a predominantly benzene based chemical producer with a diversified range of consuming industries viz. agrochemicals, pharma, paints and pigments. The company’s strength is […]
May 24, 2021

IIFL Wealth is gradually increasing its annuity based income which should provide earnings visibility

IIFL Wealth Management is a leading home grown wealth manager offering a range of debt and equity products. Increased wealth creation, financialization of savings and quest […]