Stock Picks
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KSB India: A bet on rural theme
Published: May 12, 2018 KSB Pumps, a 40.5% subsidiary of the €2.2b German company KSB AG, is the 4th largest player in the Indian industrial pumps and valves business. KSB manufactures a wide range of pumps used in the power, oil & gas and other industries. KSB has 5 plants located in Pune, Nasik and Continue reading
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SRF Limited – Specialty Chemicals
Published: Aug 20, 2017 SRF has 3 business verticals – Chemicals & Polymers, Technical Textiles and Packaging Films. SRF is a market leader in most of its business segments in India. SRF also commands a significant global presence in some of its businesses, with operations in India, Thailand and South Africa, and exporting to 75 Continue reading
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Astec LifeSciences (Godrej Group)
On Aug 10, 2017, Godrej Agrovet bought 2.08 lakh shares of Astec at an average price of ₹556. On Aug 11, 2017, Sundaram Mutual Fund bought 3.07 lakh shares of Astec at an average price of ₹542. Godrej Agrovet is a game changer for Astec, has ambitious plans and this will drive growth. Astec LifeSciences Continue reading
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Market Leader – InterGlobe Aviation Ltd
InterGlobe Aviation Ltd (IndiGo) is the leader in the Indian domestic airlines industry with a market share of 42.6% in 2016. Indigo serves 36 destinations across India and 5 international destinations in Southeast Asia and the Middle East. The company has 109 aircrafts and employs over 12,360 professionals across regions. Key Facts: – Indigo adopted Continue reading
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Tata Elxsi – A niche software company
Tata Elxsi Limited (TEL) is a niche software design company. The company’s core services include Embedded Product Design (EPD), Industrial Design and Visual Computing Labs. TEL provides services to sectors such as automotive, broadcasting, communications, consumer products, defence, healthcare, media & entertainment and semiconductor. It has 4452 employees across India, USA, Europe, Japan and Malaysia. Continue reading
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CPVC Pipes – Astral Poly Technik Ltd
Astral Poly Technik Ltd (APTL) is engaged in manufacturing CPVC (Chlorinated polyvinyl chloride) and PVC pipes/plumping systems for residential and industrial applications. APTL was established in 1999 to manufacture plumbing and drainage systems in India. It has 3 manufacturing plants at Santej, Dholka and Hosur. Key Facts: – Organized players accounting for 65% of the Continue reading
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Market Leader – Diageo India
United Spirits Ltd (USL), a group company of Britan’s Diageo Plc, is the largest Indian spirits company involved in the manufacture, sale and distribution of beverage alcohol. USL produces and sells around 120 million cases of Scotch whisky, IMFL whisky, brandy, rum, vodka, gin and wine. It has 88 manufacturing facilities across 23 states in Continue reading
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Market Leader – Triveni Turbine Ltd
Triveni Turbine Ltd (TTL) is a leading manufacturer of steam turbines up to 30MW range for providing industrial and renewable power solutions. It also offers servicing, operation and maintenance of steam turbines. Key Facts: – Market leader in India with around 60% market share for a decade – The domestic steam turbine market is a duopoly Continue reading
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IPO – ICICI Prudential Life
ICICI Prudential Life Insurance, is one of the leading private life insurance companies in India. The company is a joint venture between ICICI Bank and UK-based Prudential. It offers a range of life insurance, health insurance and pension products. ICICI Bank will sell 12.65% stake through this IPO, and aims to raise Rs 6,057 crore Continue reading
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Coromandel International (Murugappa Group)
Coromandel International (CORO), is the second largest fertilizer company in India. The company’s business segments include Fertilizers, Specialty Nutrients, Crop Protection and Retail. It has 3900 employees across India. It is part of the Rs 30,000 crore Murugappa Group. Fertilizers: – CORO earns 84% of its revenues and 64% of its EBITDA from fertilizer (subsidy) Continue reading
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Wipro Ltd
Wipro is the 4th largest IT Services company in India. It has 170,000 employees in 55 countries with revenues of $7.3 billion in FY16. Key Facts: – Wipro’s revenue has grown from $2.6 billion in FY07 to $7.3 billion in FY16 at a CAGR of 12% – Diversified business portfolio, with no vertical contributing more Continue reading
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Mindtree
Mindtree is a mid-size IT services company. Strategy: – Focus on large clients and increase revenue from each client – Focus on building long-lasting relationships with major clients – Focus on 4 key business segments – 35% of its revenue comes from digital business – Growth from its top clients is one of the best Continue reading
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