November 18, 2021
Published by Dipan Mehta at November 18, 2021
Categories

Varun Beverages to do well post Covid-19 pandemic due demographics and distribution push and changing consumption patterns; increased rural electrification supports new sales points

Varun Beverages is India’s largest PepsiCo Bottler with near monopoly of Indian market post acquisition of additional territory (South and West) from other PepsiCo bottlers. It […]
Do you like it?0
0 Read more
November 18, 2021
Published by Dipan Mehta at November 18, 2021
Categories

IIFL Wealth is gradually increasing its annuity based income which should provide earnings visibility; robust capital markets positive for attracting higher AUMs; a secular growth story

IIFL Wealth Management is a leading home grown wealth manager offering a range of debt and equity products. Increased wealth creation, financialization of savings and quest […]
Do you like it?0
0 Read more
November 18, 2021
Published by Dipan Mehta at November 18, 2021
Categories

ICICI Bank to enter new growth phase with strong loan growth and lower credit cost; pick up in economy to lead to higher creit growth

ICICI Bank is India’s second largest bank in terms of assets and market capitalization and has a large network of branches and ATMs across India and […]
Do you like it?0
0 Read more
November 18, 2021
Published by Dipan Mehta at November 18, 2021
Categories

Gland Pharma’s focus on high value injectables, backward linkages and good regulatory track record are key strengths; pursuit of Covid related opportunities also a key positive

Gland Pharma is a leading generic pharma company and subsidiary of Fosun, a giant Chinese pharma company. The track record of the company is very impressive […]
Do you like it?0
0 Read more
November 18, 2021
Published by Dipan Mehta at November 18, 2021
Categories

Eicher Motors can reignite growth post lockdowns due to sound product and distribution strategy; shortage of chips to ease in 1-2 quarters and higher realisations will support margins

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 […]
Do you like it?0
0 Read more
November 18, 2021
Published by Dipan Mehta at November 18, 2021
Categories

Secular demographic trends favour Crompton Greaves Consumer; Performance going forward will be strong with revival of home buying

Crompton Greaves Consumer Electricals manufactures and markets a wide spectrum of consumer products ranging from fans, lamps and luminaries to pumps and household appliances such as […]
Do you like it?0
0 Read more
November 18, 2021
Published by Dipan Mehta at November 18, 2021
Categories

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

Caplin Point is niche pharma company focused on Africa and Latin American market (87% of sales). It also has a few molecules (injectables) for the US […]
Do you like it?0
0 Read more
September 7, 2021
Published by Dipan Mehta at September 7, 2021
Categories

Impressive performance at TVS Motor due to higher exports and good margin management and product premiumization, but e-Scooters are a big threat

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 […]
Do you like it?0
0 Read more
September 7, 2021
Published by Dipan Mehta at September 7, 2021
Categories

Strides Pharma working on may initiatives to scale up operations and build value; but short term performance is disappointing

Strides Pharma has undergone many changes in its business model and geographical focus. The management has an excellent track record for building businesses and encashing through […]
Do you like it?0
0 Read more
Prev page
123456789101112131415161718192021222324252627282930
Next page