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9 ArticlesQ4FY20 Results

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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: Vodafone Idea’s Liquidity Worsening

We wrote about the impact how even the most favourable verdict from the Supreme Court in the AGR case will not make it easy for Vodafone Idea to survive: Can ...
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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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Q4FY20 Earnings Report: Performance Of City Gas Distributors

Gujarat Gas’ total volumes grew 55 percent compared to last year, aided by higher demand from ceramic companies in Gujarat, moving from coal-based to ...
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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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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

Results for the last quarter have started coming in, all the companies are impacted due the lockdown enforced in the last week of March. While the larger ...
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