Cummins India Ltd – Diesel Engine Producers
Cummins has Strong Presence in Power Genset Industry. The segment is on strong path of recovery focusing on enhancing current products, particularly in medium and high horsepower (HP) range. Further, Power Generation Business is mainly dependent on demand from data center, manufacturing, pharma, healthcare, commercial reality.
Suprajit Engineering – Leader in Automotive Cables
The market leader in Automotive Cables with a ~75% market share in 2W OEMs.
~59% of Revenue was contributed by Auto Cable Business. However, Under Auto Cable Business 2W (OEMS) has contributed a share of 48% and 18% by 4W (OEMs). Whereas, 18% has been contributed by Domestic Aftermarket and rest 18% contribution by 18% Export OEMs.
Timken India – Consistent compounder of Auto Ancillary Industry
Timken India is Subsidiary of The Timken Company which is a global industrial leader with a growing portfolio of engineered bearings and power transmission product brands.
Bharat Forge Ltd – Market leader in components of PVs and CVs
Leadership position in CVs engine and chassis components segment; strong customer base in domestic nd international markets facilitated by strategic acquisitions
Asian Paints: India’s Largest Paint Company
85% of Revenue comes from decorative business which is key segment of Asian Paints. In Fact, the Company is the Market leader in the decorative space of the Total Decorative industry.
Grasim Industries: Diversified Businesses & Largest Viscose Manufacturer
Grasim Industries Ltd, is a flagship company of the Aditya Birla Group. Incorporated in 1947, it started as a textiles manufacturer in India.
Hawkins: Is it Good for Long Term?
Every year Hawkins innovate its products to grab Market Share. In FY20, Hawkins holds 30% Market Share, competing with more than 100 models of Cookers.
Muthoot Finance Ltd- Quarter 4 FY22 Highlights
Muthoot Finance Ltd Monthly Disbursement is Rs 11,200 Cr in Q4FY22. 42% of loan assets are below 1lakh in size. Whereas 22% of the loans are of above Rs 3lakh in size.
Garware Technical Fibres: Stock to see in Technical Textiles
Garware Technical Fibres Ltd is one of India’s leading players in the technical textiles sector established in Year 1976. Company has over four decades of experience in the cordage industry and commands a dominant share in the organized domestic market.
Dabur India Ltd – Leading in Ayurvedic Products
Stock Story – Journey from Chawyanprash, Honey to Real and curing the world through Ayurveda and in the making of its Global presence