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118 ArticlesChetan Chhabria

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AR Nuggets: Will the Goliath of the Steel Pipe Industry get Stronger?

APL Apollo is the leader in the ERW pipe market with 40% market share. The company is well placed to take advantage of use of structural steel in construction ...
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AR Nuggets: Where’s the Two Wheeler Giant Going?

In our new series, AR Nuggets, starting with the Hero Motors FY20 Annual Report, we separate the wheat from the chaff and highlight the most relevant takeaways ...
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Taking Stock: How a 73 Year Old Chemical Company Works

Atul is one of India's leading chemical company. It has a product portfolio of 900 products and 400 formulations. Atul's products are used across 30 industries ...
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The UTI AMC IPO: Should you invest?

The Indian Mutual Fund industry is highly competitive. There are 43 Asset Management Companies (AMC), the top 10 players hold 83% of the Industry AUM. UTI AMC ...
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Chemcon Speciality Chemicals IPO: Should you Invest?

Chemcon Speciality Chemicals, incorporated in 1988 and manufacturer of speciality chemicals primarily catering to the pharmaceutical industry is coming to the ...
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CAMS IPO: Should you invest?

Computer Age Management Services Limited (CAMS) has filed DRHP with the SEBI for its upcoming IPO. We take a look to see if one should ...
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Do Basmati Stocks Offer Value

The Basamti business is a commodity business, however listed companies in this space have decent ROE's. The results of the latest quarter have been good for ...
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The Happiest Minds IPO: Should you invest?

Happiest Mind Technologies, a IT service company based out of Bangalore is expected to hit the markets this September.  The company is positioned as "Born ...
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A Deeper Look at the Indian Steel Pipe Industry

The steel pipe industry is at an interesting juncture, large investments have been planned in the oil & gas, petrochemicals, water, infrastructure sectors. ...
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A Deeper Look at the Indian Plastic Pipe Industry

The Indian plastic pipe industry is estimated to be Rs 29,000- 30,000 Cr, 60-65% of the market is with the organized players. In this post we look at why the ...
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