Category: Companies

Coromandel International – Best Play in India’s evolving Fertiliser Story? – Just Another Investor

Reading Time: 5 minutes Coromandel International Limited (“CIL”) is in the business of Fertilizers, Specialty Nutrients and Crop Protection. The Company manufactures a wide range of fertilizers in the non-urea (also called complex fertilisers) segment with major presence in Andhra Pradesh and Telangana. The company markets the products through brand “GROMOR”. The Crop Protection business produces insecticides, fungicides and […]

Mishra Dhatu Nigam LTD (MIDHANI) – Investometry

Reading Time: 4 minutes About: MIDHANI primarily operates in Defence, Space, Energy and Commercial sectors, MIDHANI predominantly caters to strategic customers. With increased competition and dynamic environment, venturing into new businesses and opting for collaborative approach becomes all the more important for staying competitive in the market. At present, the Company intends to start two new manufacturing units based […]

5 Basic Financial Ratios. – Investometry

Reading Time: 2 minutes Analysing Financial ratios are very important while deciding to Invest in a company. Financial ratios are basically used to compare the different companies of the same Industry. You cannot compare financial ratios of the companies which are in different industries as these ratios differ with the business models. So let’s start with the ratios. 1. […]

Crisis Investing – Where to hunt? – Financial Tales

Reading Time: 6 minutes After the brutal, but not completely irrational, crash across the global indices in the past two months and along with very high volatility, there is widespread pessimism and negative investor sentiment. This was precipitated by the realization that depressing the economy was the only way to contain COVID-19 pandemic. The equity market and economies across […]

Performance of Top 6 Indian Pharmaceutical Players : In-charts

Reading Time: 2 minutes Average ROCE vs Average Operating Margin Size of the bubble indicates revenue Colour of the Bubble indicates revenue growth during fiscal 2016 to fiscal 2019 Red: Negative growth; Yellow: 0-5%; Green: Above 5% Source: Company Reports Gearing and Average ROE for Players The acquisitions by Lupin during 2016 and 2017 led to high leverage for […]

The Finance Ministry will have to Fire a Bazooka to get Economy Back on Track – Just Another Investor

Reading Time: 4 minutes There is never a good time for any country to be suffering a pandemic, however the current Covid-19 pandemic could not have come at a worse time for the Indian Economy. Even as the Government was trying to navigate the economy through a period of slowdown in economic growth, credit squeeze in the banking system, […]

The Management Quality Analysis: A comprehensive checklist

Reading Time: 5 minutes A great management is comprised of intelligent, wise and honest people with good intent who can maximise shareholder value and pass on the benefits rightly due to the shareholders. Management needs to make crucial and correct decisions at different stages of the business life. One of Buffett’s investment criteria is to look for solid, stable […]

It’s all about the mindset

Reading Time: 5 minutes One of the most important, yet overlooked attribute, psychology plays a critical role in an individual’s investing career. Let us all agree to one thing, we all are humans and humans cannot live without exhibiting emotions. We are not saying that you have to completely eliminate emotions while investing which is not possible, after all […]

ITC – Is ‘Capital Misallocation’ a narrative fallacy or a reality? – Financial Tales

Reading Time: 7 minutes The share of ITC is at seven-eight year low after the current market turmoil and because of several reasons related to its business: a) The escalating and unprecedented tax burden on legal cigarettes which has trebled between 2012-13 and 2017-18. Source: Tobacco Institute of India b) The legal cigarette industry’s volume growth has declined steadily […]

When will this END? – Investing Stories

Reading Time: 3 minutes In 1994 Surat was effected by Plague (which has much higher mortality ratio comparing to corona), nearly 60% of the population left surat, the total death was 52 which was much lesser than the fear, at that time there were no WhatsApp, email, social media, etc. still, humans have proved over a period that “We […]

YASH PAKKA LTD | Value Seeker

Reading Time: 14 minutes YASH PAKKA LTD.   Download: Below app to listen to key investing concepts, free audiobooks and much more.   First amazing (perhaps the only) thing about this company is its re-invented by its new second-generation promotor with new vision and purpose (but still it’s an ordinary commodity type business as of today.) What is it? […]

Yes Bank: Too Big to Fail

Reading Time: 5 minutes Source link | LinkedIn Profile | Twitter Profile Updated: Mar 8 The Reserve Bank of India (RBI) released a draft reconstruction plan for Yes Bank on Friday, in an attempt to rescue the bank that has been facing liquidity and solvency issues for quite some time now. As per the plan, SBI has expressed an […]

Business Pitfalls: Ltd. – Introspeck

Reading Time: 4 minutes Looking to invest in more and more of businesses that exhibit network effects, I happened to get real excited with the business prospects of Ltd., India’s largest online marriage portal. It’s incredible to know that almost 88% of all marriages in India as of 2016 were arranged marriages. Many factors cause this – kids […]

Aditya Birla Fashion and Retail Ltd. – Investment Thesis – Introspeck

Reading Time: 6 minutes Aditya Birla Fashion and Retail Ltd. (ABFRL) is the largest listed apparel retailer in India and was formed on account of merger of 2 separate businesses – Madura Lifestyle and Pantaloons. The company sells its products across segments, right from value fashion all the way to premium formals. While Pantaloons has an exposure to all […]

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