Blogs

August 16, 2021

Vinati Organics performance is gradually improving post Covid disruptions; expansions to drive 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 […]
August 16, 2021

V-Guard to regain momentum post second wave as underlying growth dynamics are intact

V-Guard is one of India’s leading electrical and appliance company. Its track record is impressive as the company has been expanding its product range and geographical […]
August 16, 2021

Varun Beverages to do well post Covid-19 pandemic due demographics and distribution push and changing consumption patterns

Varun Beverages is India’s largest PepsiCo Bottler with near monopoly of Indian market post acquisition of additional territory (South and West) from other PepsiCo bottlers. It […]
August 16, 2021

Strong manufacturing capabilities and deep relationships with global agrochemical companies is PI Industries strength; recent acquisition is highly value accretive

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 […]
August 16, 2021

Although expensive on valuation parameters, Nazara has a long runway for growth given changing entertainment habits and young internet savvy population

Nazara Technologies is India’s first and only listed digital gaming company. The segment has great potential due to falling internet data plans, shifting entertainment patterns and […]
August 16, 2021

Dabur to benefit from increased spend on health and hygiene in a post Covid world, rural focus and presence in growth segments of FMCG market key positives

Dabur is a leading FMCG company present in many segments viz. Home, Personal Care, Healthcare and Food. Although many of these verticals are mature, lower competitive […]
August 16, 2021

Shriram Transports balance sheet hit by rising NPAs in second Covid wave; management confident of steady recovery once normalcy is restored

Shriram Transport is India’s leading vehicle finance company with focus only on second hand commercial vehicle financing. It has a pan India presence but is strong […]
August 16, 2021

Emami appears to be back on growth track albeit headwinds from second Covid wave; valuations attractive

Emami is a very aggressive FMCG company with products in under-penetrated and growth segments of the industry which a large presence in rural areas. The large […]
August 16, 2021

Excellent performance at Deepak Nitrite sustainable given industry fundamentals and commissioning of new plants

Deepak Nitrite reputed chemical company with a wide product basket. Its subsidiary Deepak Phenolics is India’ largest and only manufacturer of phenol in the country. Increased […]
August 16, 2021

Despite Covid related disruptions in lending and collections which have spiked NPAs, Cholamandalam has a good growth trajectory due to sound lending practices

Cholamandalam Invt. & Finance is a leading vehicle finance company with a significant home finance exposure. Within the vehicle finance space, its focus is on small […]