We recently met with Shriram Transport Finance’s (SHTF) MD and CEO, Umesh Revankar, who remarked that business remains steady post GST, with normal freight rates and cash flows for truckers translating into good collections
Indian pharma stocks have de-rated by 10% over the last one year, but with price erosion expected to increase, a further de-rating is expected. Multiple triggers for further de-rating Higher price erosion leads to lower earn
As highlighted in our recent report, the use of SDR has increased over the past few quarters, as banks look to delay stress recognition, since SDR allows current classification to continue for 18 months.
Crompton has a strong franchise in consumer electricals with leading positions in fans and pumps, and a top-three position in lighting. Despite underinvesting for many years prior to demerger in 2015, the company grew market