Shekhar YadavNov 16, 20208 minGland Pharma Ltd- A Company with Wide Moat!When I started to read about the company ‘Gland Pharma Ltd’, there was just one word ‘wow’ and the disbelief to know if such companies...
Shekhar YadavOct 29, 20206 minQ2FY21 Quarterly Result Analysis – ICICI Securities Ltd, Oriental Aromatics Ltd, GMM Pfaudler While tracking the numbers for Q2FY21 of various companies, I was amazed at the outstanding performance by almost all the companies. In...
Shekhar YadavSep 5, 20207 minMarksans Pharma Ltd- AnalysisIn the current blog, I will be talking about ‘Marksans Pharma Ltd’ , a small cap pharma company which along with the entire pharma sector...
Shekhar YadavAug 20, 20204 minVIP Industries Ltd & Safari Industries Ltd- Q1FY21 AnalysisOne of the worst affected sector due to COVID-19 must be the luggage industry. In our day to day life, we need luggage such as suitcases,...
Shekhar YadavMay 28, 20206 minGMM Pfaudler Ltd- Q4FY20 AnalysisGMM Pfaudler Ltd had another subdued quarter mainly due to high capacity utilization and the loss of business due to lockdown impacting...
Shekhar YadavMay 22, 202013 minICICI Securities Ltd- Playing the financialization themeWhile looking out for companies that were working at their maximum capacity along the extended and harshest lockdown in India, I realized...