Blogs

May 8, 2021

Tough environment impacting IndiaMart’s topline but lower costs have sustained profit growth

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 […]
May 3, 2021

Bajaj Finance has emerged relatively unscathed from the pandemic, expects growth rates to revert back to normal

Bajaj Finance is India’s best performing NBFC. All-round growth in every division and strong control over NPAs has been the hallmark of this company which explains […]
May 3, 2021

SIS is a good long term secular growth story as industrialization and urbanization picks up post lock downs, formalization of labor markets is also positive

SIS is India’s largest Security Service provider. Its subsidiary is the largest security provider in Australia. The Indian business also has a facility management vertical where […]
May 3, 2021

Recovery in international trade and increased transportation through railways visible in Gateway Distripark’s performance

Gateway Distripark is India’s leading logistics company focused on operating Container Freight Stations and goods trains. The business if driven based on international trade which was […]
May 3, 2021

United Breweries is a good play on return to normalcy; volumes have held up well despite lockdown and resultant decline on out of home consumption

United Breweries in India’s largest beer company with market share in excess of 50 %. The parent company, Heineken is a global leader in beer and […]
May 3, 2021

Dalmia Bharat, an efficient cement producer in the key growth markets and near term sizable capacity commissioning could be an outperformer in the cement space

Dalmia Bharat is a mid sized cement company with a strong presence in East India, N. East & T.N. Its key highlight is near term commissioning […]
May 3, 2021

Best in class performance at Aavas Financiers with low NPA yet steadily rising loan book make it attractive despite premium valuations

AAVAS provides housing loan to low and middle income segments in semi-urban and rural areas. These are credit worthy customers that lack financial inclusion because of […]
May 3, 2021

PNB Housing is on road to recovery but track record on recoveries is an overhang

PNB Housing Finance is India’s leading housing finance company with focus on retail lending. Recent turmoil within the NBFC space has soured sentiment in the stock […]
May 3, 2021

Syngene is a company to watch as expansion projects get commissioned and environment for drug discovery services in a post Covid world

Syngene is India’s leading contract research company, with presence across the entire chain of research and development services for the pharma industry. Construction of a bulk […]
May 3, 2021

L&T Finance limping back to normalcy in operations but weak business model as revealed during the NBFC crisis is a concern area

L&T Finance, the NBFC subsidiary of engineering giant L&T lends to infra, housing and rural sector. Within these, the largest lending book is for infra projects […]