Narayana Health’s development of Health City Cayman Islands is a case study on how NH was able to successfully build its first venture in the global healthcare space. Health City Cayman Islands (HCCI) is a tertiary-care hospital complex on Grand Cayman, founded by Dr. Devi Shetty and Narayana Health (NH)…
Category: Company Analysis
Company Analysis
India’s Two-wheeler industry
India’s Two-Wheeler Industry: Shifting Gears Towards Premiumization & Electrification India is the world’s largest two-wheeler market, and for good reason. Affordable, convenient, and versatile, two-wheelers remain the lifeline of both urban and rural mobility. With nearly 25 crore vehicles on the road, India is not just a consumption giant but…
Company Analysis
Trent
Trent Ltd, a Tata Group company, is one of India’s most formidable players in the fashion and lifestyle retailing space. With strong brands like Westside and Zudio, Trent has built a robust, scalable, and capital-efficient business model with full ownership of design, merchandising, and retail operations. The company has consistently…
Company Analysis
Go Fashion
About the company Go Fashion is the leader in India’s highly unorganized women’s bottom-wear segment (pegged at INR 135bn) and the first to launch an exclusive branded portfolio in the space. Led by increasing preference for modular clothing and high pace of formalization, the organized women’s bottom-wear category (pegged at…
Company Analysis
LatentView acquisition of Decision point analytics
LatentView Analytics, a leading global digital analytics consulting company, recently completed the acquisition of a 70% stake in Decision Point Analytics. This strategic move aims to enhance LatentView’s capabilities in Revenue Growth Management (RGM) and AI-powered business transformation solutions, particularly within the Consumer Packaged Goods (CPG) sector. Decision Point Analytics,…
Company Analysis
Mold-Tek Packaging
Mold-Tek Packaging (MTPL) is the leader in rigid plastic packaging in India. The company is involved in the manufacturing of injection molded containers for lubes, paints, food and other products. MTPL has seven processing plants and three stock points spread across India to ensure faster supplies. As a pioneer and…
Company Analysis
Exide industries
Exide industries
Company Analysis
Aarti Industries
Aarti Industries is one the largest specialty chemicals company in India. Below is a quick summary about it. Key points The global chemical industry is around $4 trillion with specialty chemicals being $1 trillion and the commodity chemicals being $ 1 trillion. Of this $4 trillion chemicals industry, India has…
Company Analysis
Schaeffler
Schaeffler, SKF and Timken are the 3 biggest players in the Indian bearings space and all 3 of them are global MNCs with significant history and technology prowess to continue delivering solutions which cannot be replicated easily by other players. Bearings industry has a strong case for investment primarily due…
Company Analysis
SKF India
SKF India is one of the finest bearing companies in the world and India.