Category: shekharyadavinvestor

Q2FY21 Quarterly Result Analysis

Reading Time: 2 minutes GMM Pfaudler has been in the news for the wrong reasons with respect to its crashing share price. The share price fell from almost ₹7000 level to current 3500 levels. But if you look at the quarterly performance, after 3 quarters of stagnation, the revenue grew by almost 22%. To add to this the margins […]

Marksans Pharma Ltd- Analysis

Reading Time: < 1 minute Since the company largely manufactures in India and export its exports via its subsidiaries, it would be more meaningful to look at the consolidated numbers. Headquartered in Mumbai, Marksans Pharma Ltd is engaged in the research, manufacturing and marketing of generic pharmaceuticals(formulations) and focused on the regulated market and grown majorly via acquiring international companies. A larger […]

VIP Industries Ltd & Safari Industries Ltd- Q1FY21 Analysis

Reading Time: < 1 minute Given that Q1 is always the best quarter for the company, VIP Industries have stocked itself with inventory to the core to be prepared for the demand. But looking at the Q1 sales which is done by 93%, the management now expect this inventory to last for the entire year.  Now, there has been drastic […]

GMM Pfaudler Ltd- Q4FY20 Analysis

Reading Time: 6 minutes Advertisements GMM Pfaudler Ltd had another subdued quarter mainly due to high capacity utilization and the loss of business due to lockdown impacting the entire supply-chain. I will explain more about the Q4Fy20 performance in the blog “GMM Pfaudler Ltd- Q4FY20 Analysis”. I also have written one more blog on the company :  GMM Pfaudler […]

ICICI Securities Ltd- Playing the financialization theme

Reading Time: 2 minutes Because of the competition faced from discount brokers, the yield has declined as full service broker such as ICICI Securities Ltd also have reduced their commission. But given the factors mentioned above in the “Future growth drivers”, their overall revenue growth is likely to continue more likely with the market. As of now the growth […]

Muthoot Finance Ltd- Analysis

Reading Time: 2 minutes Muthoot Group has a very long history, being founded in 1887 in Kerala. The group pioneered gold loan financing in 1939. As of 2019, Muthoot Finance Ltd is India’s largest gold financing company in terms of loan portfolio. They have a market share of close to 18% in the Gold loan Financing followed by Indian […]

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