Reading Time: 2 minutes Business: Pumps, Valves, and Others (3 segmental business) Pumps Business: In March 2020 quarter Pumps business accounted for 79% of the business. The pumps segment includes manufacturing/trading of all types of pumps like industrial pumps, submersible pumps, effluent treatment pumps, etc. and spares and services in respect thereof. Valves Business: In March 2020 quarter Valves […]
Ultratech Cement Stock Analysis – Is It a Good Long-Term Investment?
Reading Time: 12 minutes Cement Industry The need of mankind for a better binding material resulted in the development of cement as we know today. This has resulted in the development of plain concrete cement (PCC) and subsequently reinforced concrete cement (RCC). Because of this, it is now possible to construct basic infrastructure to high-rise buildings, skyscrapers, large dams, […]
Transglobe Food Stock Analysis
Reading Time: 3 minutes What has been already highlighted in News? In the last 1 year, the stock rose from just Rs.2.94 on 16 September 2019 to 129.75 as on 28th August 2020, i.e. 44.1 times rise or 4313% rise. Straight Spike from Rs 41 as on 21 July 2020 to 129.75 as on 28th August 2020 i.e. rise […]
Tata Investment Corporation Limited Analysis
Reading Time: 4 minutes History/Business Tata Investment Corporation Limited was promoted by Tata Sons Ltd., in 1937, under the name The Investment Corporation of India Limited. The Company remained a closely held company till 1959, when it became one of the few publicly held investment companies listed on the Stock Exchange, Mumbai The company invests in a diversified portfolio […]
Cimmco Stock Analysis – A Potential Turnaround Small Cap?
Reading Time: 15 minutes Cimmco Ltd, a listed Indian small-cap company is into wagon manufacturing, trucks and other industrial goods. In this report, I will be talking about two segments – wagon and trucks. This is because the company mainly deals in wagons. The company has forayed into truck manufacturing as well, by entering into a strategic partnership with […]
Biocon Limited Stock Analysis: The Next (Bio)Pharma Giant?
Reading Time: 26 minutes With groundbreaking discoveries, back to back USFDA approvals, exhaustive pipeline of complex biosimilar & biologic molecules, partnerships with marquee pharmaceutical companies and extremely transparent management – having the vision to make healthcare accessible to all, we believe Biocon is set to become the next (Bio)pharmaceutical giant in India catering to the whole world. Biocon Limited […]
HCL Technologies Research Report: Detailed Analysis
Reading Time: 24 minutes a Twitter Handle HCL Technologies is a next-generation global technology company that helps enterprises reimagine their businesses for the digital age. Its technology products, services, and engineering are built on four decades of innovation, with a world-renowned management philosophy, a strong culture of invention and risk taking, and a relentless focus on customer relationships. HCL […]
Detailed Analysis: BIOCON Limited Research Report – India’s Largest Biotech Company
Reading Time: 33 minutes Industry Overview The pharma sector is well poised to take an important position in the world markets. India being the largest generic medicines provider, supplies over 50% of the world demand for various vaccines and over 40% of generic demand in the US. This basically points to a simple conclusion, that India has an enormous […]
Parle-G Success Story: The Biscuit of India
Reading Time: 3 minutes In 1929, Mohanlal Dayal Chauhan, who was a trader of silk, based in Mumbai, bought an old factory to manufacture confectionery, such as boiled sweets. He was highly inspired by the Swadeshi movement, which promoted the production and use of Indian goods. Chauhan sailed to Germany to learn the art of ‘confectionery-making’. He returned in […]
Stock Analysis: JK Lakshmi Cement
Reading Time: 2 minutes History/Management/Business Part of over 132 years old JK Organisation, JKL began its journey in 1982 for cement manufacturing with just 0.5 MTPA capacity at Sirohi, Rajasthan with current overall capacity stands at 13.4 MTPA in 2020. For Sirohi Plant, Rajasthan/MP and Gujarat are its major markets comprising 40% and 35%. For the Durg plant, the […]
ITC Limited Stock Analysis – An Enterprise of Tomorrow
Reading Time: 23 minutes ITC Limited is an Indian multinational conglomerate company headquartered in Kolkata. It was established in 1910. ITC is one of India’s foremost private sector companies and a diversified conglomerate with businesses spanning fast-moving consumer goods, hotels, paperboards and packaging, agri business and information technology. ITC is the country’s leading FMCG marketer, the clear market leader […]
Bharat Rasayan Stock Analysis – A Tale of Two Opinions
Reading Time: 8 minutes Bayes Theorem encourages us to be disciplined about how we weigh new information. If our ideas are worthwhile, we ought to be willing to test them by establishing falsifiable hypotheses and subject them to prediction. The problem arises while making predictions when we become too personally or professionally invested in a problem, failing to change […]
Flash Equity Research Report: JK Paper Stock Analysis
Reading Time: 2 minutes HIGHLIGHTs of JK Paper Stock Analysis: INDUSTRY OVERVIEW Import Duty on Paper imported from China will be increased- Sources (Trigger) Total import from china was around 1778cr in FY17 while registered already 1215cr in 1HFY20. Total Paper Imported from April-Sep 2019 was around 5295cin 1HFY20 up 30% YoY. Existing import duty is 10% while proposed […]
Indian IT Sector Analysis Report
Reading Time: 8 minutes In the last few years, India has emerged as one of the fast-growing economies and this trend is estimated to continue in the future. India’s GDP grew by 6.8% (World Bank GDP forecast) during the financial year 2018-19 as a result of the various initiatives taken by the government. The Indian IT sector has remained […]
Syngene Stock Analysis: Seeking Wisdom in Indian CRAMS Industry
Reading Time: 18 minutes I will be analyzing one of the most interesting business models that I’ve ever come across. Don’t worry I am not writing this as a Buy or sell report. At SOIC, we like to prepare ourselves for any eventualities by doing business analysis of unique businesses that India has to offer. Before I start the […]
Ultramarine Pigments – Flash Equity Research Report
Reading Time: 3 minutes History/Business Chennai based Ultramarine Pigments is part of THIRUMALAI Group and one of the leading manufacturers of pigments and surfactants. The company is over 50 years old and currently has two manufacturing capacity units in Tamil Nadu at Chennai and Ranipet. PIGMENTS: (Pigments are coloring matter of animal or plant tissue) Used in Paints, Plastics, […]
How Did Tata Indica Become The Car of India?
Reading Time: 3 minutes How did Tata Indica become the car of India? Well, it’s an interesting story. Tata Motors was founded in 1945 as a branch of Tata Group, TELCO (Tata Engineering and Locomotive Company) to manufacture locomotives. It collaborated with Daimler Benz AG in 1954 to produce commercial vehicles(lorries) in 1954 which ended in 1969. Although TELCO […]
Transpek Industries – Flash Equity Research Report
Reading Time: 2 minutes Transpek Industries – HISTORY/BUSINESS: Established in 1965 at Vadodra and part of Excel Group of Companies which is a leader in core chemistry such as Sulphur, chlorine, Phosphorus and Bromine based Compounds. Transpek has over 5 decades of experience in Sulphur and Chlorine chemistry. Company has around 29 products on its website some have uses […]
CRISIL Limited – Flash Equity Research Report
Reading Time: 4 minutes BUSINESS: Rating, Research and Advisory (3 segmental business) Rating business: In 2019, rating business accounted for 32% of the business. Started in 1987 and currently working as a full-service rating agency. They rate the entire gamut of debt instruments and serve lenders, investors, issuers, market intermediaries, and regulators by covering manufacturing companies, banks, NBFCs, PSUs, […]
ICICI Securities – Flash Equity Research Report
Reading Time: < 1 minute HIGHLIGHTs: ICICI Securities – one of the few companies which gave extraordinary results for Q4FY20 when most of the company’s revenue and profit declined a lot. Revenue grew by 18% and Profit Grew by 28%. The company has been rated as the number 1 Equity Franchise. The company is growing extraordinarily in the broking business. […]
Research: Fermenta Biotech Ltd. – Can Fermenta Give Strength to Your Portfolio?
Reading Time: 5 minutes Vitamin D for the strengthening of bones. And Fermenta Biotech is one of the largest API manufacturers in the world for vitamin D3. First, we should know a bit about Vitamin D (DCAL is another in India ) Sources of Vitamin Food Very few foods in nature contain vitamin D. The flesh of fatty fish […]
Advanced Enzymes Fundamental Snapshot
Reading Time: 2 minutes Let’s dig deeper into the Advanced Enzymes fundamental analysis. Advanced Enzymes Business: Manufacturing of Enzymes and Probiotics Enzyme: Biocatalyst that increases reaction rate (Like in various ads we have seen –“with Added Enzyme) Human Nutrition, Animal Nutrition, Food Processing & Non-Food Processing Enzymes are used in Human Health Care and nutrition, Animal nutrition, Fruit and […]