Ineos Styrolution India Limited Stock Analysis

Price – Rs. 490.45 View – Buy About the Company INEOS Styrolution India Limited (INEOS or the Company) is the number one producer of Absolac (ABS) and Absolan (SAN) in India. In simpler terms it makes intermediates and chemicals that are used for manufacturing various products in many industries.The Company is an ultimate subsidiary of INEOS, a […]

Graphite India Stock Price: One off or have things turned around?

Graphite India Limited (“Graphite India” or the “Company”) is the largest Indian producer of graphite electrodes* and one of the largest globally, by total capacity. Graphite India manufactures full range of graphite electrodes with focus on higher margin, large diameter, ultra-high power (“UHP”) electrodes.Graphite  India also manufactures Calcined Petroleum Coke for use in electrode manufacturing. […]

Yes Bank Stock Analysis: Valuation and Speculation Based on What Nobody Knows

With all the problems that Yes bank is facing, here’s a lowdown of what the bank is made of and why it is where it is today: Yes Bank Limited (“Yes” or the “Bank”) is one of India’s largest and still fastest growing private sector banks.  The Bank currently services through a network of 1,110 […]

Somany Ceramics – Reasonable Valuation

Somany Ceramics Limited (“Somany Ceramics” or “Company”) is the 2nd largest organised tiles manufacturer in India (in terms of revenue). The Company is engaged in manufacturing of ceramic wall & floor tiles, polished vitrified tiles, glazed vitrified tiles, sanitaryware and bath fittings. Somany Ceramics operates through its two own manufacturing plant in Kassar, Haryana (19.63 MSM) and Kadi, […]

Supreme Industries Limited Stock Analysis

Supreme Industries Limited (“Supreme Industries” or the “Company”) is India’s leading plastic processing company with 5 business divisions. The Company is one of the largest plastic processor in India, with a sale of over 4 lakh MT annually. Current Price – Rs.1113 Manufacturing Capacity – 25 plants situated across India with an asset base of over […]

Ashok Leyland – Buying Opportunity After Correction?

Date – 29th November, 2018 Price – Rs. 109.20 View: Neutral Ashok Leyland Limited (“Ashok Leyland” or “Company”) is the 2nd largest manufacturer of commercial vehicles in India, the 4th largest manufacturer of buses in the world, and the 12th largest manufacturers of trucks. Headquartered in Chennai, Ashok Leyland has six (6) manufacturing facilities in India […]

Hikal Limited Stock Analysis

Date – 29th October, 2018 Price – Rs. 156.25 About the Company Hikal Limited (“Hikal” or the “Company”) offers solutions across the life sciences value chain. The Company is in the business of supplying research services, active ingredients and intermediates to global pharmaceuticals, animal health, biotech, crop protection and specialty chemicals companies. Pharmaceuticals – Hikal serves […]

Piramal Enterprises Stock Analysis

Piramal Enterprises Limited (“Piramal” or the “Company”) is one of India’s large diversified companies, with a presence in Financial Services, Pharmaceuticals and Healthcare Insight & Analytics. [1] Financial Services – Engages in various financial services businesses. It provides both wholesale and retail funding opportunities across sectors. [2] Pharma – Piramal sells a portfolio of niche differentiated pharma […]

Info Edge India Limited Stock Analysis

Info Edge India Limited (“Info Edge India” or the “Company”) is India’s premier online classifieds company in recruitment, matrimony, real estate, education and related services. Its business portfolio comprises: [1] Recruitment – Online recruitment classified, www.naukri.com – market leader in the Indian e-recruitment space. [2] Matrimony – Online matrimony classified, www.jeevansathi.com – among the top 3 in […]

Top 5 Undervalued Indian Pharma Stocks

Indian Pharmaceutical Market The Indian Pharmaceutical Market (IPM) accounts for approx.1.5% of the global pharmaceutical industry in value terms and 20% in volume terms. In last ten years, India’s domestic pharma market has grown to Rs 1.1 trillion from Rs. 363 billion in 2008 on the back of around 97,240 brand launches, and exports led […]