SULA VINEYARDS – STOCK ANALYSIS
Sula Vineyards – Industry leader with over 52% market share in the unfortified wine and 61% in the Elite and Premium segment. PEER COMPARISON INCOME STATEMENT VALUATIONS Sula Vineyards is trading at a cheap PE Multiple of 48.67, compared to its closest peers and is available at a PEG of 1.32. The company is currently […]
WHY DEEPAK NITRITE IS DOWN BY 25%- STOCK ANALYSIS
Deepak Nitrite Limited is one of India’s fastest growing and trusted chemical intermediates company with a diversified portfolio that caters to multiple industries with numerous applications. These products are widely used across end-user industries such as pharma, agrochemicals, plywood, paints, etc, and serve as building blocks /key raw materials for further processing into various other […]
TITAN- STOCK ANALYSIS
INVESTMENT RATIONALE Titan Company is on track to achieve the jewelry revenue guidance of 2.5x FY22 revenue by FY27, implying an impressive CAGR of 20%. Despite Titan’s current high trading multiple of 102, there is optimism based on the potential increase in market share from the current 7% to an anticipated 10% in the jewelry […]
Stock Analysis – Gulf Oil Lubricants
Gulf Oil Lubricants India CMP- 735 (12-01-24) Gulf Oil Lubricants is the fastest-growing lubricant major in India. It is India’s 2nd-largest lubricant company after Castrol Gulf Oil achieved 10-12% CAGR volume growth in the last decade, significantly outperforming the lubricants Industry growth rate. ~25% CAGR PBT growth in the last decade The Company has gained […]
VASCON ENGINEERS Stock Analysis
Established in 1986, Vascon Engineers Ltd is a Construction Engineering Company in India, with presence in real estate business having an asset-light model and Clean Room Partition manufacturing business. CMP = Rs. 74 Disclaimer: Invested The company operates in 3 segments: 1) Engineering, Procurement, and Construction(EPC)– Construction of Residential, Commercial, Industrial, and other projects. 65.4% […]
Unmanned Skies: Droneacharya Aerial Innovations
How Drones Are Changing the Business World Drone use has gone well beyond last-mile package delivery. Drones are already being used to improve a variety of tasks and industries. Despite the regulatory hurdles, the economic implications of commercial drone use are undeniable: Monitoring the Earth’s surface, In the agricultural sector, Medicine, and Logistics—and that’s just […]
Laurus Labs Stock Analysis
We believe that Laurus Labs is poised to enter the club of major pharmaceutical players in India and capture a significant market share. UPDATED REPORT ON LAURUS LABS AS OF 23-05-2024 Valuation Particulars FY 20-21 FY 21-22 FY 22- 23 FY 23- 24 FY 24- 25 […]
Is Lupin a good Stock to Buy at Current Price?
[et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Lupin Q4 Results: Lupin limited will declare its Q4 results on May 10, 2023 CMP: 710 View: Buy Target: 1210 (12 months) What to watch out for – Revenue growth & commentary with regard to expansion and USFDA observations. Disclaimer: I, and all my clients have invetments and are interested in Lupin stock. […]
Hero Motocorp stock analysis
CMP: Rs. 2425 View: Buy Hero MotoCorp (Hero) has been the largest manufacturer of motorcycles and scooters globally, with a 48.3% Indian Motorcycle Market Share and around 34.6% of market share in the Indian two-wheeler industry. Over the past 10 years, the company has rapidly expanded our capacity, geographic footprint, customer touchpoints, and R&D capabilities […]
Borosil Renewables stock analysis
Borosil Renewables Limited is the first and only solar glass manufacturer in India. The company spotted the opportunity in this segment quite early and commissioned the solar glass manufacturing facility at Bharuch in the Indian State of Gujarat in January 2010. Borosil Renewables aspires to be India’s major Solar company and to be a competitive […]