Blue Dart
Category: Company Analysis
Refractory – An investment opportunity !
Vesuvius/ RHI Magnestia are in the business of refractories which form the lining material for furnaces which operate at very high temperatures. It is mainly used in steel, cement or glass industry. Refractories form the protection layer between furnaces and molten metal. The molten metal is typically heated to 1000s of degree…
Zomato IPO – Deep Dive
Business model: Zomato operates in 4 business areas: a. Delivery – Constitutes 80% to 85% of the revenues – 1100 Crores in 2021 – Earns money on commissions + Advertisement (All delivery charges, taxes, tips etc are passed on to their delivery partners) :- Nett revenues = Commisions + Advertisement –…
Titan
Business Model: Titan Company is one of India’s prominent lifestyle companies. It is a leading player in the Jewellery, Watches and Eyewear categories with several successful brands. It is the fifth largest integrated own brand watch manufacturer in the world. The company’s Tanishq brand of jewellery is one of the…
Granules India
Business Model: Granules India Limited is a large-scale vertically integrated company founded in 1991. It is engaged in manufacturing of Active Pharmaceutical Ingredient (API), Pharmaceutical Formulation Intermediate (PFI) and Finished Dosage (FD). With a strong presence across all three vertical the company has created a leadership position in the off-patent…
Avanti Feeds
Business Model: Avanti Feeds is the leading manufacturer of Prawn and Fish Feeds and Shrimp Processor and Exporter from India. Avanti Feeds Limited has established joint venture with Thai Union Frozen Products PCL., the world’s largest seafood processors and leading manufacturer of prawn and fish feeds in Thailand with integrated facilities from…
HDFC AMC
Business Model: HDFC Asset Management (HDFC AMC) is the investment manager to HDFC Mutual Fund (HDFC MF) which is the largest mutual fund in India. HDFC AMC has a diversified asset class mix across Equity and Fixed Income/Others. It has a countrywide network of branches along with a diversified distribution…
Alkyl amines chemicals ltd.
Business Model: Alkyl amines manufactures aliphatic amines, amine derivatives and fine chemicals. Alkyl Amines Chemicals is a global supplier of amines and amine–based chemicals to the pharmaceutical, agrochemical, rubber chemical and water treatment industries, among others. The company also has controlling stake in diamines and chemicals which is the only…
3M India
a. Business Model: 3M produces thousands of imaginative products – from health care and highway safety to office products and abrasives and adhesives. It has more than 50000 products in the market and has manufacturing facilities at Bangalore, Ahmedabad, Pune & Pondicherry. 3M Businesses can be primarily classified in the…
Gujarat State Petronet
a. Business Model: Gujarat State Petronet Ltd (GSPL) was primarily developed to link various supply sources and users of natural gas in Gujarat through pipeline network. It is the only company In India to transmit natural gas for their clients without trading in it. The company has also taken the initiative…