Blogs

August 16, 2021

Large part of the growth potential of Navin Florine already captured in the stock price given its present valuation; rising input costs a concern

Navin Fluorine is a leading refrigerant gas company with strong fluoride based specialty chemicals product profile and CRAMS division. Environmental issues prevent new players from entering […]
August 16, 2021

KPIT is in a sweet spot with global auto sector increasing spending on technology due to disruption under way led by Eves and autonomous driving vehicles

KPIT is a mid cap software company focused on products and services to automotive companies. Its business is segregated into six domains, namely, Autonomous Driving, Connected […]
August 16, 2021

Intellect Design well focused to ride the digital wave in the fintech space; non linear growth trajectory is key attraction as platform revenues scale up

Intellect Design, is a BFSI focused software products company with technology edge in providing digital solutions and platforms. In the recent past it has invested heavily […]
August 16, 2021

Greenlam could be an out-performer due to pent up demand and steady exports; rising costs impacting margins in the interim

Greenlam Industries is India’s leading laminate company with sizable export presence and a good track record and brand image. Rising consumer spending on home renovation / […]
August 16, 2021

Recovery in international trade and increased transportation through railways visible in Gateway Distripark’s performance as it consolidates its position in the NCR

Gateway Distripark is India’s leading logistics company focused on operating Container Freight Stations and goods trains. The business if driven by international trade which was tepid […]
August 16, 2021

Industry leading growth from Coforge, very strong order wins and strategic acquisitions make it an attractive stock; margin compression is transitory

Coforge, formerly NIIT Tech, is a mid-sized software company with relatively well diversified stream of revenues from different verticals and geographies. Recent performance of the company […]
August 16, 2021

United Spirits: Despite restrictions on gatherings and restaurants and bars, volumes are decent; post lockdown performance poised to improve significantly

United Spirit is India’s largest potable alcohol company. The company’s strategy to focus on premium products and appoint franchisees for less attractive states has lead to […]
August 16, 2021

SBI Life could be a decent compounding stock as embedded value steadily rises on the back of rising new and renewal premiums

SBI Life is India’s leading life insurance company with good track record. SBI’s network and brand are key strengths and Bancassurance is the largest channel for […]
August 16, 2021

Covid pandemic has severely impacted operations at M&M Finance as collection efficiencies have deteriorated

M&M Finance is a leading rural focused NBFC financing all types of 4 wheelers. Its subsidiary is engaged in rural housing finance. Presence in rural areas […]
August 16, 2021

Indusind Bank on a much stronger footing well placed to resume loan growth; Large scale provisioning has already ben done

Indusind is a leading private sector bank with strong presence in vehicle and micro-finance. Exposure to IL&FS, Dewan Housing, Zee promoters and other stressed groups has […]