Blogs

August 16, 2021

Britannia is on a strong footing with its plans for becoming a total foods company gradually playing out, market and product expansions are key to growth and valuations attractive

Britannia is India’s largest biscuit company with aspirations to be a complete food company. With that goal, Britannia has been exploring several categories in the processed […]
August 16, 2021

Long term prospects are good for Bandhan Bank but recent spike in NPAs ahs shown cracks in their business model

Bandhan Bank is India’s largest micro finance lender with a patchy track record on collections due to geographical concentration (47%+ exposure to just two state – […]
August 16, 2021

IDFC First bank is carefully crafting its strategy to become a full fledged retail bank with low cost deposits and small ticket lending; however legacy NPAs keep rising

IDFC First Bank, formerly IDFC Bank has changed its name post merger with Capital First. The merger was highly synergistic and provided low cost funding to […]
August 16, 2021

Dixon, a dominant contract manufacturer for consumer electronics and lighting is a key beneficiary of government’s PLI scheme; performance will be strong due to bulging order book

Dixon Technologies is a diversified contract manufacturer for TVs, lighting products, washing machines and mobile phones. The client list of the company is impressive with sizable […]
August 16, 2021

Poly Medicure is scaling up business well as demand for medical devices and consumable are higher given the present health crisis; new opportunities in PLI and US markets

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 […]
August 16, 2021

Erratic monsoons has impacted Dhanuka Pesticides performance; deep distribution, ability to launch new products and strong balance sheet are hallmarks

Dhanuka Agritech is a leading domestic focused agrochemical company with key strength in distribution and launch new products in partnership / in licensing from MNC companies. […]
August 16, 2021

Aditya Birla Fashion poised to regain growth momentum once lockdowns are eased

Aditya Birla Fashion is the retail arm of the A.V. Birla group. It had acquired the Pantaloons fashion business from Future Retail and is gradually optimising […]
August 16, 2021

Sun Pharma’s specialty products strategy is on track and should gain momentum as US sales have normalized; domestic market has also picked up

Sun Pharma is India’s largest pharma company with 3 way near equal split in income from India domestic market, US generics and rest of the world. […]
August 16, 2021

Marico’s recent margin squeeze due to input price increases should get gradually neutralized as underlying volumes remain robust with new products doing particularly well

Marico is a leading FMCG company with popular brands such as Parachute and Saffola. It has a fabulous track record with a conservative business approach to […]
August 16, 2021

Commissioning of dedicated rail corridors, finality of land license fees with Railways Ministry augurs well for Container Corporation; privatization in true earnest can rerate the stock

Container Corpn. is India’s largest rail logistics company as its PSU status ensures lion’s share of the rail infrastructure. Recent performance for the company has been […]