KEC International- Clocking High Ebdita Margins With Strong Order Book

Strong opening order book and healthy bid pipeline ensures 15% revenue growth in FY2018 with an improvement in EBITDA Margin.   During FY2017 KEC has regained its EBITDA margin in range of 9-11% after six financial years. Management’s continuous focus on the business turnaround of SAE, railway and cable vertical has paid the return in […]

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INDIAN BANKING INDUSTRY- Under Falling Credit Growth And Rising NPA Lens

>> India at its decades of lowest credit growth, as per data by RBI. Does the low credit growth reflect the lower credit appetite for corporate borrower?  >> Non-performing assets has increased by 5 times in just 5 years. Are stressed assets at peak level or how much more are still left to be recognized? […]

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VIJAYABANK – A Mid Cap PSU Bank With Lowest Stressed Assets And Highest Net Interest Margin

Out of 24 listed Public sector Banks, Vijayabank is the 18th ranked Bank in terms of Asset size.  Considering the Asset quality, the Bank ranked 4th in terms of NNPA. The Bank has NNPA of 4.74% compared to IOB which had the highest NNPA at 14.3%. Also, interesting, though being small, it has the highest […]

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GODREJCP- How A 120 Year Old Company Is Aiming To Grow 10 Fold In Next 10 Years

GodrejCP – known for Good Knight, HIT, Cinthol, Ezee and many more, is a part of 120 year old Godrej Goup and has presence and dominance in India as well as in Emerging Countries, precisely in Indonesia, Africa, Latin America and Europe. For its major product categories, the company is Largest in India, Second largest […]

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EICHERMOTOR- A Classic Growth Stock That Peter Lynch Would Love To Have

 Last 10 years at a glance: Motor cycles volumes – 17 times in 10 years (the sell of two-wheelers increased from 3600 to 6000 per month in recent times) Profits- 30 times in last 10 years – annual Profits rose from Rs. 60 to Rs. 1660 Cr. in FY2017 Shareholders wealth- 100 times in 10 […]

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Price Score – A Unique Number Denoting Stock’s Market Price Performance

Representing Companies’ comparative stock market returns for easy reference and analysis. Price performance is one of the most important components used for stock analysis by traders and market timers. Different analysts use different methods to indicate trends in the stock price. While some use percentage return of last three months, others use percentage return of […]

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Decoding Warren Buffett’s Rule No. 1

One should not invest in a company where there might be a permanent loss of Capital. “Rule No. 1: Never Lose Money. Rule No. 2: Don’t forget rule No. 1”. You all must have read these lines on a calendar or on a diary as a special quote by Warren Buffet and acknowledged or referred to […]

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India for Indians First

India, Indian economy and Indians are in a sweet spot of prosperity and fortune. “If you want to look smart, sound intelligent and be called a visionary, do what the westerners (especially Americans) do”. This is what influences the thought process of the common people at large and economic pundits in particular across the globe.  […]

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GST- Biggest Reform In Indian Economy Post 1991 Liberalisation

Biggest transformation due to GST in our country will be formalization of the economy. Nifty went up by 18.54% in just concluded financial year 2016-17 (FY17). Beyond this headline number there were two key trends for market this year. 1-Most of the market gains came in the last quarter of the financial year. Nifty was […]

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Looking Back at GST’s Journey: How the Idea is Nearing Reality!

India Government is on its way to rolling out the biggest tax reform – Goods and Services Tax (GST) from July 1, 2017. GST is expected to be the most powerful reform since liberalization in 1991. Business landscape in India post 1991is vastly different than before. Similarly, GST is expected to change the way business […]

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