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Bharat Parenterals - Small cap pharma with multi-year growth potential?
Hello all, this would really be my first post here at VP… would request others to chime in with observations. Quick summary: This company is growing profits at decent pace of around 15-20% and trading...
View ArticlePharma compliance issues
I have been always confused as to why pharma companies run into compliance issues as they grow larger. A good book on this is the bottle of lies which describe Indian and Chinese pharma compliance...
View ArticleScanpoint Geomatics Ltd
Background of the Company : Scanpoint Geomatics (SGL) is an India-based information technology (IT) company. The Company is engaged in providing end-to-end geomatics products and services. It is a...
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L&T - Bluechip, Value play, Digital giant in making
I am surprised that we don’t have a thread on Infra companies. L&T needs no introduction being most formidable infra company. What has gone unnoticed is that remarkable transformation company has...
View ArticleAditya Birla Capital
Interesting theme playing out in Aditya Birla Capital. Was reviewing the June 2020 results as well as the Investor presentation for Management commentary. I understand that currently, the profitable...
View ArticleCrane Infra- Amaravati play in Infra
There is a small company called Crane Infra from Guntur, Andhra Pradesh where the new capital city of AP- Amaravati is being built. The promoter is the son of the uneducated 1st gen entrepreneur Mr....
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IRCON - A Value Buy with Great Dividends?
Starting a thread on IRCON as there isn’t one. Before we get to anything, it’s important to set expectations for those going through this. Is this an incredibly amazing opportunity that’s going to be...
View ArticleNLC India Ltd - Is this PSU worth looking at. Seems to be trading much below...
Hi All, Any opinion on NLC India ltd. Stock is trading at almost half the book value. There is around Rs. 10000 crore due from DISCOMS. Rest, seems like healthy pipeline of new projects. any...
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Rossari Biotech Ltd - Can growth justify expensive valuation?
Hi everyone, I wanted to discuss an upcoming IPO - Rossari Biotech which looks really interesting given recent market share gains, relatively smaller size and its unique flexible chemical...
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Titan Biotech Limited
Summary Titan Biotech is a manufacturing company involved in producing certain chemicals and equipment utilizing a mixture of chemical synthesis, fermentation as well as core manufacturing. Their...
View ArticleSEP Stock Candidates
Hi All, This is my first post in the forum, so please pardon me for if I have put this in the wrong category or if it is already being discussed do route me on the right path, as I’m still exploring...
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NCC: Extremely undervalued
Nagarjuna Construction Company (NCC) Two-line summary: NCC Ltd is engaged in the infrastructure sector, primarily in the construction of industrial and commercial buildings, housing, roads, bridges...
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Rossari Biotech Ltd - Can growth justify expensive valuation?
Hi everyone, I wanted to discuss an upcoming IPO - Rossari Biotech which looks really interesting given recent market share gains, relatively smaller size and its unique flexible chemical...
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Dabur: “Chawyanprash” with characteristic of “Real” “honey”, improving...
Background: Dabur (derived from “Da”ktar “Bur”man) is an Indian consumer goods company founded in 1884 by S. K. Burman. In 1936, Dabur business got formalised in corporate structure with Dabur India...
View ArticleBuyback Decision - NTPC/TCS and all others for retail investors
NTPC Limited announced a buyback at 115 around 30% above the current price of around 86. The buyback is of around 2276 crores around 2 percent of the company. Record Date for the Buyback is 13th...
View ArticleTCNS - Strong play on Indian Fast Fashion
TCNS owns two large established brands in women’s ethnic wear in India – W and Aurelia. Both are already fairly large and have been created bottoms up by the company. There is limited large...
View ArticleMoschip Semiconductor Technology
The main application of semiconductor are found in electronics, AI solutions, etc. Majority of this technology is imported in India? Now with Make in India can we expect sales and earnings to pick up...
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Astec Lifesciences
Short Company Summary The Company manufactures agrochemical (Fungicides, Herbicides, Insecticides & Intermediates) active ingredients (technical), bulk and formulations, intermediate products and...
View ArticleNDTV Will they make Breaking news on Dalal Street?
At first let me disclose that I am invested in this stock – it constitutes about 13% of portfolio. I am posting this to share my investment thesis, and also to receive feedback on the same. Business...
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Happiest Minds Technology
Primary business of the Company Positioned as “Born Digital. Born Agile”, we focus on delivering a seamless digital experience to Their customers. Their offerings include, among others, digital...
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