The 2W industry is at an interesting juncture. Personal mobility is one of the drivers for 2W sales going ahead. In addition, the expectation of good monsoons ...
Aarti Industries was in the news this week. One of its long term (10 year) contract was terminated, and the company will receive $120-130 million, roughly ...
In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health ...
In Part 1 of the Tile and Bathware Industry series, we looked at the Indian Tile Industry and how the market leader Kajaria dominates. Here we look at the ...
Results for the last quarter have started coming in, all the companies are impacted due the lockdown enforced in the last week of March. While the larger ...
The ₹27,000 Crore Indian tile industry is fragmented, 55% of it is with small regional players and the remaining 45% with large organized players. Somany and ...
India Automobile Industry The automobile industry in India is 7.5% of GDP, it is 49% of manufacturing GDP and 26% of Industrial GDP. The industry directly ...
Cash flows are the life line of every business. Efficient management of cash flows is instrumental in a business firing on all cylinders. On the other hand, ...
India is the world’s third largest consumer of paints by volume. The industry has grown by 12-18% in the last 15 years, there exists a high correlation ...
We have seen a carnage in the markets and there is no end in sight as to when this will stop. For many of us this is the first time we have seen such huge ...
