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109 ArticlesChetan Chhabria

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Taking Stock: A Deeper Look at Marico

All of us at certain point of time have used products of Marico - Parachute, Saffola, Nihar and Set Wet to name a few. Parachute is a houshold name and has ...
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Taking Stock: A Deeper Look at Dr. Lal Pathlabs

The domestic diagnostics market is fragmented and highly competitive. The market leader has a share of 4-5% of the market. Dr. Lal Pathlabs has a strong ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In this post we look at the results of a pipe company in our portfolio. The company is moving towards lightning its balance sheet and has made moves in the ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

This company in our portfolio is from the chemical industry. It is run by technocrats and has a well diversified portfolio. It has 100+ product portfolio and ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

The global OHT market is estimated to be $12 Billion. This company in our portfolio has a global market share of 8% in agricultural tyres and 2-3% in the OTR ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In continuation to our coverage of results for our portfolio companies, we cover two consumer facing businesses in this post. Consumer facing businesses will ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

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 ...
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Impact of a terminated 4,000 cr. contract on Aarti Industries

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 ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

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 ...
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The Indian Tile and Bathware Industry: Which companies are better placed – Part 2

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 ...
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