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 […]
July 24, 2020
IndiaMART InterMESH Ltd is India’s largest online B2B marketplace for business products and services. Increased penetration of computers and mobile phones has led to increased search […]
July 22, 2020
Polycab is India’s largest cable company with presence in fans, lighting and pumps. Brand, distribution and wide range of products are key strengths. Softness in key […]
July 22, 2020
HCL Tech is one of India’s leading software company. The industry in facing major challenges caused by intense competition in traditional IT services. Digital projects, the […]
July 22, 2020
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 […]
July 22, 2020
Tata Elxsi is a software company with focus on design and technology solution. The company’s strength is its niche offering in the auto, media and healthcare […]
July 21, 2020
ICICI Prudential Life is India’s leading private sector insurance company. Increased financialization of savings is leading to increased demand for insurance products. The market is relatively […]
July 21, 2020
SBI Cards is India’s only listed credit card company. There are two revenue streams – interest on credit card outstandings and fees and commission on transactions. […]