Mutual Funds
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Aptus Value Housing Finance — Niche Market Leader
Aptus Value Housing Finance was founded in 2009, primarily focused on providing home loans to self-employed individuals and low-to-middle-income segments in rural and semi-urban areas. The company primarily targets the underserved and unserved segments of the housing finance market, particularly self-employed customers who often face difficulties in accessing credit from traditional financial institutions. Aptus offers Continue reading
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How Mahindra Finance Compares to Its Peers: Why the Discount?
Mahindra Finance is a leading NBFC with a focus on rural and semi-urban India. With assets exceeding Rs. 1 lakh crores and a wide network of 1402 branches serving over 9 million customers. The Company’s primary focus is on financing the purchase of new and pre-owned automotive vehicles, including tractors and commercial vehicles. Originally focused Continue reading
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Kotak Mahindra Bank – Annual Report Analysis
Is the business simple and understandable? Kotak Mahindra Bank (KMB) is one of the leading banks in India. The bank’s business operations can be broadly categorised into various segments such as retail banking, corporate banking, investment banking, wealth management, and insurance. The bank also operates subsidiaries in areas such as asset management, stockbroking, and alternate Continue reading
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Mastek – Focus on Oracle Cloud ERP, UK Govt., and Salesforce
Updated: Sep 23, 2022 Summary: Mastek is a global software solutions and systems integration service provider which designs, develops, integrates, and maintains business applications. Mastek acquired Evosys in Feb 2020, a trusted Oracle Partner with more than 2,000 experienced consultants and 1,200 Oracle Cloud customers. Mastek acquired TAISTech, Oracle ATG, and Oracle Commerce Cloud consulting. Continue reading
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ZF Wabco – Special Situations Opportunity?
Published: Nov 03, 2020 ZF Wabco India manufactures air-assisted and air brake systems for commercial vehicles (CVs) in India. Wabco is a market leader with an 85% market share in the OEM and 75% market share in the after-market. Wabco enjoys strong technology and market share moat. German company ZF Group acquired US-based Wabco Holdings. 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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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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