Company Reports
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Infrastructure- Roads: Slippery road for Construction companies
Road Construction forms the most crucial part of the economy. As per the National Highways Authority of India, about 65% of freight and 80% passenger traffic is carried by the roads.
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Company Shastra – Indian Bank Ltd.
Indian Bank is a mid-sized public sector bank with major presence in South India. In fact it derives 42% of its growth from just one state, Tamil Nadu. It has been a consistent performer for the past ten years and can boast…
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Company Shastra – Sterlite Industries Ltd.
Sterlite Industries ltd. – a stock that has been talked about a lot in the recent past given the announcement of its merger with Sesa Goa, making it a diversified commodity conglomerate. This Vedanta group restructuring will definitely simplify the complex group…
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Sterlite Industries and Sesa Goa merger – What’s in store for the investors?
London-listed Vedanta Group’s proposal to merge subsidiaries Sterlite Industries with Sesa Goa has kicked up quite a storm on Dalal Street. While group chairman Anil Agarwal maintains the proposal is pro-investor, industry experts are still divided on the new entity Sesa Sterlite.…
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Reliance Industries Ltd. buyback offer – Should you participate?
The much talked about Reliance buyback offer finally starts today! The markets have reacted positively to this news and have sent the share price soaring for the past few days. But, buybacks need not always be good news. At times they can…
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Company Shastra – ACC Ltd.
ACC Ltd. has been a pioneer and trendsetter in cement and concrete technology in India. Its pan india presence, alongwith a marketshare of 10.83% provides it with economies of scale. Increasing margins and an efficient working capital management present a rosy picture.…
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Company Shastra – Tata Steel Ltd.
The volatility in steel prices is well known. And this volatility leads to highly volatile margins of steel companies. However, Tata Steel has a distinctive edge in this respect. The captive sourcing of its raw material protects it from this volatility and…
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Company Shastra – Biocon Ltd.
Many of you may be aware that we are initiating a new series of Company Shastra, which will cover safe stocks having favorable future growth opportunities. Our first pick for this series is Biocon- the leader in the biotech sector. Biocon is…
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Company Shastra – ONGC Ltd.
ONGC Ltd. is the only fully integrated Petroleum Company in India, operating along the entire hydrocarbon value chain. It holds largest share of hydrocarbon reserves in India, and contributes over 79% of India’s oil and gas production. The government has been planning…
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Company Shastra – ITC Ltd.
ITC Ltd. is the largest tobacco company in India with close to 80% market share (value) in cigarettes. The inelastic nature of demand for cigarettes coupled with government regulation has enabled ITC to become a virtual monopoly and given it a moat…
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Company Shastra – Shriram Transport Finance Company Ltd.
Shriram Transport Finance Company Ltd. (STFC Ltd.) is a major player in the pre-owned commercial vehicle (CV) Finance segment. It has over 36000 Cr. asset under management and finances almost 90% of India’s truck owners. With a huge experience of more than…
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Company Shastra – ABG Shipyard Ltd.
ABG Shipyard is the largest private sector shipbuilder in India and is also engaged in ship repairing. It was recently awarded the industrial license for design and construction of Indian Defence ships from the Ministry of Commerce and Industry. With this license…
