Concord Biotech Limited is a leading, R&D driven biopharmaceutical company focused on driving sustainable growth through manufacturing fermentation based Active Pharmaceutical Ingredients (APIs) and formulations. Depending on how the growth trajectory evolves from here, Concord Biotech Ltd may turn out to be an interesting play in the overall pharma industry. It is one of the…
Incorporated in 1996, Tatva Chintan Pharma Chem Ltd manufactures Structure Directing Agents, Phase Transfer Catalysts, Electrolyte Salts for Super Capacitor Batteries and Pharma & Agro Intermediates and Specialty Chemicals. Tatva Chintan Pharma Chem Ltd stands at a very interesting juncture as its core SDA segment is rebounding strongly after a reset phase, while new engines…
Rolex Rings Ltd is engaged in manufacturing (forging and machining) of bearing rings and auto components like engine parts, transmission parts, exhaust system parts, and chassis parts, etc. Rolex Rings Ltd caters primarily to the requirement of the automobile sector and has a reputed clientele comprising global and domestic auto component manufacturers. The missing piece…
Fedbank Financial Services Ltd is a retail-focused NBFC promoted by Federal Bank Ltd & TrueNorth LLP. Fedbank Financial Services Ltd is primarily engaged in the lending business with a diversified portfolio of gold loans, LAP, and home loans Fedbank Financial Services Ltd offers the prospect of a wholly secured lending portfolio in proven areas like…
Incorporated in 2018, Entero Healthcare Solutions Ltd is in the business of distribution and marketing of pharmaceutical and surgical products and allied services. We believe Entero Healthcare is a pure-play investment on the massive consolidation of India’s highly fragmented pharma distribution industry. The company is executing a proven M&A roll-up strategy using its tech enabled…
Sagar Cements Ltd is a leading Indian cement manufacturer with over 40 years of industry experience and a current installed production capacity of 10.5 million tonnes per annum (MTPA) Sagar Cements Ltd in our opinion presents the possibility of a small player in the cement sector who can benefit disproportionately if the sector returns to…
Goldiam International Ltd is a listed micro-cap company headquartered in Mumbai, Maharashtra. Goldiam International Ltd manufactures gold jewellery studded with natural and lab-grown diamonds and exports them, primarily to the USA. In recent months,Goldiam International Ltd has also ventured into lab-grown diamond jewellery retail business in India. Goldiam International Ltd Company Summary Goldiam International Ltd…
Arvind Fashions Ltd is one of India’s leading branded apparel players with a sharp focus on premium and casual wear. Arvind Fashions Ltd has five brands i.e USPA, Tommy Hilfiger, Calvin Klein, Arrow, and Flying Machine. Arvind Fashions Ltd also has executed category extensions into footwear, kidswear, innerwear, and a few other adjacencies. Arvind Fashions…
Lemon Tree Hotels Ltd is India’s largest hotel chain in the midscale segment. Having established itself as a leader and a well known brand in the midscale segment, Lemon Tree Hotels is now embarking on an ambitious journey by making investments into the upper and luxury segment while expanding aggressively on an asset light in…
Transrail Lighting Ltd is a differentiated mid cap EPC play on the India & global power T&D capex cycle. Strong order visibility, disciplined bidding and best in class return ratios underscore its superior capital efficiency versus peers. With international exposure driving margin accretion and backward integration enhancing execution agility, Transrail Lighting Ltd appears well placed…