Krishca Strapping Solutions Ltd Share Analysis Incorporated in December 2017 and commencing commercial production in March 2020, Krishca Strapping Solutions Ltd is a leading Indian industrial packaging solutions company Krishca Strapping Solutions Ltd presented to us an interesting proxy to play the enhanced outlook of India’s steel industry. While steel strapping is not as known…
Yatra Online Ltd. is a leading Indian Online Travel Aggregator (OTA) company. Yatra Online Limited provides B2C as well as B2B travel booking related services. Yatra Online Ltd offers the prospect of a differentiated business in the listed travel OTA segment, one that prioritizes the SME business travel segment as opposed to the consumer travel,…
Incorporated in March 1995, Pondy Oxides and Chemicals Ltd manufactures lead and lead alloys, which are supplied to customers that produce batteries. Pondy Oxides and Chemicals Ltd’s core product is lead and lead alloys, which are mainly used in making lead-acid batteries. The company has smelting facilities and can manufacture various types of lead metal,…
Incorporated in 2015, Venus Pipes and Tubes Ltd is a growing seamless and welded stainless steel pipes & tubes manufacturer. It manufactures high-precision heat exchanger tubes, hydraulic and instrumentation tubes, as well as seamless, welded, and box pipes. Venus Pipes & Tubes is on the cusp of finishing a large capex by the end of…
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…