Reports

HIGHLIGHTS Adani Ports & SEZ Ltd. (APSEZL) is one of the most profitable port operators globally, with 70% port EBIDTA margins for FY 22-23. It is ranked 4th among 45 companies in the marine port sector globally. The Company’s market share has grown from 1% in FY02 to 24% in FY23.Mundra port, operated by the […]

HIGHLIGHTS India produced more than 7% of the world’s installed capacity for cement production, qualifying it as the second largest manufacturer on earth. The private sector carries 98% of the total capacity, while the governmental sector holds the balance of 2%. Shree Cement was better in terms of share price returns for a stretch of

HIGHLIGHTS Galaxy Surfactants has a global market presence and is a supplier to more than 1400 branded organizations. The business has a good track record, adequate liquidity, and a comfortable debt matrix. The Company’s Q3FY23 financial results put it back on a growth track. The future growth narrative will be aided by an aggressive expansion

Highlights Balkrishna Industries is a market leader in the niche tyre segment, catering to heavy machinery in the mining and agricultural segment. Apollo Tyres caters mainly to the passenger vehicles segment with a growing focus on the premium category. Balkrishna has proven to be fundamentally sound, with high margins (<20%) and return ratios delivered consistently.

CMP: INR 2,371.30 JAN 20, 2023 HIGHLIGHTS With strong parentage from Tatas and a lineage of its own (established in 1984), the Company has a solid financial record and a loyal customer base. The external rating of the Company has been reaffirmed at a substantial level of AAA. The financial performance of Q3FY23 places the

Highlights : 1. Navin Fluorine is figured as a multi-bagger company as it surged over 650% over the last 5 years with current five year gains being ~384%. 2. With strong profitability and very low leverage, Navin Fluorine can be classified as a fundamentally strong company. 3. Over the last two years, the company has

Highlights : Acquisition of 67% stake by Isha Ambani gave Reliance Retail a much deeper pocket for future expansion. Being a debt free company, any recessionary trend can easily be waded by the Company. Over the last two quarters, there has been an uptick in the paid subscription as well as unique visitor views. Going

Highlights : The top line of the Company has consistently been improving registering a CAGR of 23.70% over the last five years. 42 patents processed till 2022 with an R&D team of ~ 400 members. Return on Net Worth is 25% in FY2022 as compared to 21% in FY2021.   

Linde is fundamentally a strong company, and generally ranks on the positive side when compared to the Chemical Industry group on average. The fact that gross margin has been higher than the industry group average for the past five years, is a prove of this. Here is a brief report about Linde India :  

HIGHLIGHTS : This year marks 3M India Ltd.’s 35 year of incorporation. 27% revenue growth in FY 21-22. 78% profit growth for the year, with an operating margin of 13% compared to 11% for the prior financial year.