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 […]
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 […]
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 […]
Bajaj Finserv is the holding company of Bajaj Finance, Bajaj Allianz General Insurance and Bajaj Allianz Lic Insurance. There subsidiary companies have been performing well with […]
Bajaj Auto is amongst the world’s leading motorcycle company with market leadership in several geographies. It has a focused product strategy which lays emphasis on mid […]
Sterlite Technologies is a leading optical fiber and cable company. It also undertakes optical networking projects on turnkey basis. Sharp increase in data usage, roll out […]
TVS Motors, India’s leading two-wheeler company has an excellent track record in new models and presence in all segments – motorcycles, scooters and mopeds. Management ability […]
Cyient is a mid size software company with a patchy track record and volatility in earnings due to client concentration. We have a positive view on […]