These are the most frequently asked questions to any investor. I analysed NIFTY 50 with the same approach of how I analyse individual companies and found the following: Analyzing earnings: The markets were at all-time high in Jan 2020, when NIFTY was at 12352 and EPS was at Rs. 431 and then, entered the bear territory…
Author: Gunjan Kabra
Borosil Renewables Ltd. Q4 FY2021 Result Update
Borosil Renewables Ltd reported very good set of results and were in line with the expectations. If we discuss about the the company’s journey in the past one year, we can infer that the company started reporting good numbers from March 2020, got impacted due to COVID-19 in June-2020, then again pulled up the performance…
Amber Enterprise India Ltd. Q3 FY2021 Industry & Result Update
The company reported decent set of numbers, in line with expectations and exhibited recovery. Industry Update The RAC industry grew by 25% yoy as per the guidelines given by the management of Blue Star. The growth was aided by festive season sales, increase in e-commerce sale, affordable financing and positive business sentiment. Also, there was…
A Bet on Indian Solar Industry: Borosil Renewables Ltd.
It is very likely that clean energy revolution is here and state and national governments are at forefront trying to make a difference. This perception is based from a mixture of past favourable policies, regulations, incentives and innovations in the power sector. The pace of adoption might differ in different countries but I believe, it…
Amber Enterprise India Ltd. Q2 FY2021 Industry & Result Update
Industry Update The DGFT on 15th October 2020 came with a notification where they have put import of ACs with refrigeration under prohibited list. This prohibition increases the addressable market size for contract manufacturers significantly and is in continuation to government’s earlier moves to boost domestic manufacturing as discussed in the previous quarterly update. The…