Blogs

August 28, 2021

Endurance Technologies is a strong OEM supplier to the 2-wheeler industry; new order wins and increased content per vehicle to drive growth over the long term

Endurance Technologies is a leading auto ancillary with all the marquee OEMs as its customers. It derives majority of its revenues from supply to 2-Wheeler OEMs […]
August 28, 2021

Proactive provisioning by CreditAcc is a step in the right direction as microfinance opportunity remains huge

Eicher Motors, which manufacturer popular motorbikes viz. Bullet and Classic has reported phenomenal growth over the past decade. The desire to own and ride premium bikes […]
August 28, 2021

Vaccine launch and higher US generics sales from biosimilars and complex generics should drive long term growth at Cadilla Pharma

Cadila Healthcare is one of the leading pharma companies with a sizable exposure to the US generics market and strong present in the acute therapies in […]
August 28, 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 […]
August 28, 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) […]
August 28, 2021

With domestic sales picking up post second wave, Bharat Forge would be firing on all cylinders

Bharat Forge, India’s leading forging and engineered parts company with thriving exports business, particularly to US for Class 8 trucks. Demand for this product has picked […]
August 28, 2021

Apollo Hospital transformation to a online – offline healthcare provider could drive valuations higher

Apollo Hospitals is India’s largest listed hospital company and more interestingly it is transforming itself to a online healthcare service provider. Apart from hospitals, the company […]
August 16, 2021

Hikal on a strong wicket with both pharma and crop care segment firing on all cylinders, Valuations are now fair

Hikal is a strong chemical company which provides active ingredients, intermediates and R&D services to global pharmaceuticals, animal health, crop protection and specialty chemicals companies. Pharma […]
August 16, 2021

Strong position in Latin America and scope to grow revenues from US generics market make Caplin Point and attractive pharma play

Caplin Point is niche pharma company focused on Latin American market (87% of sales). It also has a few molecules (injectables) for the US generics market […]
August 16, 2021

Domestic formulations driving growth at Alkem; US to do much better with increased patient visits and new product launches

Alkem is a leading pharma company with a strong domestic business with 14 of the company’s brands in the top 300 in India. The company is […]