Category: Equity Research
Dhanuka Agritech Ltd
July 27, 2018Dhanuka Agritech is the second largest Indian agrochemicals formulation company, which is engaged in manufacturing of a wide range of agro-chemicals like herbicides, insecticides, fungicides, miticides and plant growth regulators…Continue Reading
Sun Pharmaceutical Industries Ltd
July 16, 2018Sun Pharma is India’s top drug maker and world’s fifth largest specialty generic pharmaceutical company by revenue with 41 manufacturing facilities spread across 6 continents. Outlook and Valuation: Clearance of…Continue Reading
SRF Ltd
July 2, 2018Established in 1970, SRF Ltd is engaged in the manufacturing of industrial and specialty intermediates. SRF’s diversified business portfolio consists of Technical Textiles, Fluorochemicals, Specialty Chemicals, Packaging Films and Engineering…Continue Reading
Tata Motors Ltd
June 25, 2018Tata Motors (TAMO) is India’s largest CV manufacturer with 45% market share in M&HCV segment. With the acquisition of Jaguar Land Rover (JLR) in 2008, TAMO now has presence in…Continue Reading
Motherson Sumi Systems Ltd
June 19, 2018Motherson Sumi Systems Limited (MSSL), the flagship company of the Samvardhana Motherson Group, was established in 1986. Motherson Sumi Systems Ltd (MSSL) is a JV between Samvardhana Motherson International (SMIL)…Continue Reading
JK Tyre & Industries Ltd
June 14, 2018JK Tyre is a leading manufacturer of tyres in India with presence across commercial vehicles (CV’s), passenger vehicles (PV’s) and two-wheeler tyres. It commands a dominant 32% market share in…Continue Reading
HCL Technologies Ltd
May 22, 2018HCL Technologies is engaged in providing a range of software, business process outsourcing and IT infrastructure services. The company has a wide geographical presence across 32 countries. It has a…Continue Reading
Dabur India Ltd
May 17, 2018Dabur India Ltd (Dabur), the leading Indian FMCG company, is also a world leader in Ayurveda with a portfolio of over 250 Herbal/Ayurvedic products. Valuations : We believe Dabur with…Continue Reading
ACC Ltd
May 16, 2018ACC is India’s second-largest cement company with an installed capacity of ~33 mtpa. It also has presence in the ready-mix concrete (RMC) business. Valuation: We expect revenue/PAT to grow at…Continue Reading
HDFC Bank
May 2, 2018Strong growth momentum to continue… HDFC Bank, a new-generation bank, is the second largest private sector bank in India. The Bank has a nationwide distribution network of 4,787 branches and…Continue Reading
