Background: JK Lakshmi Cements (JKLC) is a north Indian Cement player, established in 1982. JKLC has clinker units in Sirohi, Rajasthan and grinding units in Rajasthan, Gujarat and Haryana. The current clinker capacity is 6.2 MTPA and cement capacity is 8.3 MTPA. JKLC derives sales volume from the northern and western regions. The company has 5.3% share of dispatches in the northern and western regions. JKLC is on the spree of capacity expansion;...
PI Industries' is one of the leading players in the Crop protection industry. Company largely operates under two main segments a) agriculture inputs, b) custom synthesis and contract manufacturing. Company has a niche portfolio of 34 products, which includes 5 in-licensed products and 7 co-marketing products in tie up with MNCs such as Bayer, BASF & Kumiai chemicals. Company currently operates three manufacturing sites in Gujarat, having three formulation units and six multiproduct plants for manufacturing, active ingredients and intermediates. PI has a strong distribution network of 8,000 dealers / distributors; 35,000 retailers and 27 stock points....
Background: Bajaj Finance, a subsidiary of Bajaj Finserv is a leading NBFC with INR 523bn Assets under Management. The AUM is diversified with 2-3 Consumer Finance 45%, SME business 39%, Commercial-12% & Rural -4%. Asset Quality is strong with Gross NPA - 1.58% & Net NPA - 0.43% with Prov Coverage at 73%. On liabilities, Banks, Money market and retail deposits for 38%, 54% & 8% respectively. Return ratios are very healthy in 2QFY17 with ROA at 0.8% & ROE at 5.1% (not...
Hexaware is a mid-cap IT company & a leading global provider of application development & maintenance (37.0%), enterprise services (12.0%), testing (20.0%), business intelligence & analytics (15.0%), BPO (7.0%) and Remote infrastructure management services (8.0%). The total headcount stands at 11,859 while the number of active clients stood at 231. The company's geographical revenue break-up is as follows; America (80.9.0%), Europe (12.5%) and ROW (6.6%). Company's...
Background: Mindtree is mid-cap IT Company with FY16 revenues of INR 46.9bn. In 2QFY17: Revenue share by Geography mix: North America (67.6%), Europe (21.4%), India ( 3.5%) and ROW (7.5%). Revenue share by service mix: Application development & maintenance (39.8%), IMS (19.9%), Testing (12.4%), Consulting, package Implementation & IP led (18.1%) and Engineering services (9.8%). Revenue share by Vertical mix: BFSI (24.7%), retail CPG & Manufacturing (24.2%), Transport & Hospitality (14.4%), technology Media & Entertainment (36.7%). The company has 16,219 employees spread across 27 offices to cater to 337 clients,...
Background: Persistent Systems is one of the leading outsourced product development (OPD) companies in India. 2QFY17: Revenue share from Services business (72.2%) & the IP -led business (27.8%). The company has domain expertise in ISV (44.4%), Enterprise (27.8%) and IP Led (27.8%). Company has strong workforce of 9,305 employees. The company's business is spread across North America (85.4%), Europe (6.1%) and RoW (2.9%). Company earns revenue from global delivery centers (26.3% ), India (45.9%) and IP Led (27.8%). Total active clients stood at 649 including services and IP led business. Company's top client accounts 28.4% in revenues, top 5...
Arvind Ltd is the flagship company of the Lalbhai Group, established in 1931. Arvind's business is broadly classified into Textiles, Brand & Retail and others. Textiles, Brand & retail and others which accounts for 61%, 32% and 7% of the revenue respectively. In India, Arvind sells international brands such as Arrow, US Polo Associate, Tommy Hilfiger (JV brand), Calvin Klein (JV brand), IZOD, Elle, Cherokee, GANT, Hanes, Billabong, Wonderbra, Ed Hardy, Geoffrey Beene, Nautica etc. Company has a strong distribution network of 1,047 stores with a retail space of ~1.66mn sq.ft. (Brands: 954 stores with ~0.94mn sq.ft retail space & MegaMart: 93 stores...
Background: Asian Paints is the largest paint company in India with a market share of 50% within organised players and ranks among the top 10 decorative coating companies globally. It operates in 17 countries with 24 manufacturing facilities. Further, through subsidiaries - Berger International Limited, Apco Coatings, SCIB Paints and Taubmans it is also present in the international markets. Domestic operations however account for a predominant share of its profits. Asian Paints has ~28,000 dealers...
KPIT Technologies is leading product engineering and IT consulting partner with FY16 revenue of USD 487mn. In 2QFY17 revenue share amongst verticals: automotive & transportation (40.71%), manufacturing (34.79%) & Energy & Utilities (14.44%) and others (10.05%). It operates in five main business segments: Integrated Enterprise Solutions (30.58%), Product Engineering Services (33.3%), Product and Platform (4.5%), SAP (22.82%) and Digital Transformation (8.8%). KPIT derives 13.09% of its revenue from Cummins, which is the largest client. The company has 10,816 employees spread across more than 10 countries to cater services to...
