Blogs

September 16, 2019

Attractive valuations, synergy benefits and focused brand management make Zydus Wellness an interesting investment opportunity

Zydus Wellness is the FMCG arm of the Ahmedabad based Zydus group with Cadilla Pharma being the flagship company. Acquisition of brands from Heinz has boosted […]
September 14, 2019

Strong order book position of Garden Reach Shipbuilders provides good earnings visibility

Garden Reach is India’s leading shipyard engaged in constructing warships and patrol vessels for coast guard. Strong order book Rs. 27,955 crores (20 years FY19 revenue) […]
September 10, 2019

Steady performance from Cholamandalam Finance despite challenges in NBFC fund raising and auto industry slow down

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 […]
September 10, 2019

Nestle a steady performer but very high valuation

Nestle Is amongst India’s largest FMCG company with focus on categories which are best performing in the FMCG basket viz. foods and beverages. It is s […]
September 10, 2019

HDFC remains a secular growth story despite industry wide challenges

HDFC is India’s largest housing finance company with exemplary track record for growth and quality of balance sheet. Despite its size, it has been able to […]
September 2, 2019

Niche player – Neogen Chemicals post good performance. Steady demand and greenfield expansion to drive growth over next 3 years

Neogen chemicals is a leading manufacturer of bromine and lithium based specialty chemicals. The company has over time established a product basket of 198 products, developed […]
August 31, 2019

Impressive performance by Kolte Patil in a difficult environment. Decent earnings visibility based on presales and projects nearing completion

Kolte Patil is a leading Pune based real estate developer. Despite stress in the real estate sector, the company has performed well by pushing sales aggressively. […]
August 31, 2019

Rising spends on healthcare to drive growth at Narayana Hrudayalaya. Existing hospitals scaling up well

  Narayana Hrudayalaya is a leading hospital operator. The company has been following an asset light model whereby it acquires operating rights for hospital while the […]