Rudra Shares and Stock Brokers Ltd Broker Research reports

TCPL is a leading Indian Packaging Company. It is one of India's largest folding carton manufacturers and convertors of paperboard, an Innovative player in the flexible packaging industry and a Leading supplier to the tobacco, liquor, consumer goods and food packaging industries in India. From manufacturing only tobacco blanks and shells, the company has successfully diversified and broadened its operations to service a much wider range of packaging products, while steadily adding new customers and increasing its share of business in existing customers and markets. During FY19-20, the Company has increased capacity at its...

Operating revenue in coming years is expected to show a marginal growth despite impact of pandemic, owing to healthy demand recovery seen from August onwards aided by higher exports as well as buoyant domestic demand. Q2 FY21 domestic business is up 70% as compared to Q1 FY21 which is reflective of the broader economy in India now coming back to normal. Further, company seeing good traction across the portfolio with coating, plastics and inks particularly doing well. Besides, global market position is expected to improve further...

Company being top player in the mattress and foam products industry in India with estimated market share of 20-23% in the organized market. Its best-known brand Sleep well has been fortified by the revolutionary health-boosting technology Neem Fresche. Furthermore, company expected to be...

A part of LMW group, LECS established in the year Of 1981 is the leading Manufacturer of an extensive array of Mould Die And Machine, Power Contactor, EV (Electric Vehicle) Charger, Electric Panel, Molded Case Circuit Breaker, Plastic Component And Part, Miniature Circuit Breaker, Mini Contactor, etc. catering to various industries such as Textile, Railway & metro, EV industry, agriculture, healthcare etc. Owing to the superior...

As per management, Q1 performance was largely in line with expectations and the outlook shared previously. During the quarter, Specialty Chemicals production in April was at about 50%, which subsequently ramped up to 80% in the month of...

Lockdowns in the past several months have taken away a large portion of peak summer sales and the same would lead to a double industry volume decline in FY21Country-wide lockdown for the first half of the quarter led to a complete washout of sales, and it was only by the 3rd week of May that industry could resume a semblance of activity. Quick and nimble to respond, Voltas managed to grab the opportunity and sold over 3.4 lack units of Unitary cooling products in a window of 45 days, thereby maintaining its leadership with 26.9% market share as on June as per third party research....

Freshtrop fruits has shown remarkable results during the Q1FY20-21. From a net loss of ` 0.66cr in the march quarter, it delivered net profit of ` 5.27cr in the recent quarter. This growth is mainly attributable to its Revenue from fresh fruits segment which grew to ` 58.16 as compared to ` 51.15cr in the previous quarter. In addition, reduction in other expenses to ` 5.59cr from ` 14.42cr has also contributed to the bottom-line. Food processing business saw a de-growth of 37%. But, we believe demand & market for Processed and packaged food to witness huge potential in future. Changing demographics,...

Amid the pandemic induced global chaos, one thing is at least clear: a few powerful and quality companies are set to gain more clout and HUL is one such name. With key brands in its bucket, solid quarter( Q1FY21) along with...

Many sectors in domestic market were impacted by pandemic and lockdown along with some disruptions on demand/supply side. Although agricultural sector remained immune during this turbulent phase, predominantly from the highest ever fertiliser sales ahead of Kharif season. This should somewhere bolster the growth outlook for agrochemicals as well. Thus, in this scenario it's prudent to invest in cherry picking stocks like Sumitomo Chemical (SUMITOMO CHEMICAL COMPANY JAPAN holds 78.30% stake currently). SUMICHEM's diversified portfolio, strong parentage, rich product pipeline from...

Amongst the recent launches, partnerships & deal wins, it has launched pioneering platform-based service for Post- Closing' operations for a top mortgage lender an anchor client. In addition has signed on one of the world's leading card issuers for Digital Collections offering. In the Retail and Commercial banking arena, FSL is strategically partnering with top UK-based banks, enabling them to rapidly adapt to changing consumer preferences. More recently, have been playing a key role in...

KSCL's business has minimally been impacted by pandemic since the company is in agri sector and is considered as essential services. Also, its robust infrastructure facilitated continued production. Besides, there were some minor challenge in supply chain which was ironed out by Government's support to ensure uninterrupted supply of essential commodities. Better quality product is the only way to earn farmer's...

Ongoing Pandemic surrounding all around has impacted demand for paper and paper boards which is likely to witness a 10-15 % Y-o-Y decline in 2020-21. In addition to this, the industry is also grappling with shortage of raw material and limited availability of labor, which are affecting capacity utilization. Besides, exports have also fallen to some extent. Though, expects a demand recovery in the second quarter with resumption of education and corporate sectors, driving demand for writing and printing paper and a gradual normalization of manufacturing and logistics, pushing packaging demand. If we take growth triggers into consideration, company...

Cadila Healthcare has emerged at the forefront of India's battle to fight against COVID-19. Company is one of the world's largest producer of anti-malarial drug hydroxychloroquine which is widely used as a prophylactic drug to prevent COVID-19 infections. Apart from that, to offer treatment options for COVID 19, company is now exploring multiple options from its portfolio of biological products and based on the available evidence, has selected the long-acting biological therapy, Pegylated Interferon alpha-2b as a potential treatment. It may be noted that Zydus Cadila has been commercially manufacturing Pegylated Interferon Alpha-2b under the...

IndiaMart is the market leader in its segment, provides largest online B2B Marketplace. Though, FY19-20 was quite challenging for the company owing to weakness in the overall economy. In addition, major customers include SME customers which are presently undergoing financial stress. However, amongst all this it is sitting at positive cash flows with negative working capital cycle which provides strength. The Company generated consolidated Cash Flow from Operations of `...

CRAX (Corn Rings)- an flagship product that contributes approximately 70-75% of its overall revenues is being positioned in the market as a Niche Brand with leadership position in Roasted Corn Snacks segment. Moreover, as Crax caters to only children in the age group b/w 6-10 Years, helps it to position differently from other Industry players. Focusing on High Gross Margin product amongst others , will in turn help company to improve return ratios and better PAT numbers. It's another product Curls, has given unprecedented success so far in its first year of launch and expect to grow strongly ahead. Encouraged by its success, also launched 2 new products Fritts...

In today's time where effects of COVID-19 are being felt around the world, work from home and social distancing became buzzwords in today's business landscape. In this situation where most businesses floundering, telecom sector has been the backbone of economy and being able to maintain & sustain its present earnings power has limited impact on telecom sector as a whole due to the services being considered as essential during lockdown. Besides , telecom co's benefited from the surge in demand for voice and data services...

Jubilant Life is an integrated global pharmaceutical and life sciences company engaged in pharmaceuticals, life science ingredients, drug discovery solutions and India branded pharmaceuticals. Company reported good set of numbers during Q3 FY19-20. Demand conditions across all Pharma businesses, Specialty Intermediates and Nutritional Products are strong. In the Pharma business segment, steady performance is witnessed in CMO business. Due to strong order book & new deals, the outlook remains robust. Also, Initiatives have been taken to increase total capacity by over 30% with annual potential revenues of around USD 30 million. New Lyo equipment installed at...

GPL is primarily focused on building a global Generics, Specialty and OTC business in the therapy areas of Dermatology, Respiratory and Oncology. It also has strong regional/country specific presence in other therapeutic areas like diabetes, cardiovascular and oral contraceptives. Has 5 US FDA approved formulation...

The current situation demands for investment opportunities in various stocks/sectors that one can look into. Due to COVID 19 pandemic, valuations for several mid to large cap stocks corrected significantly making them lucrative. And expect to remain volatile unless issue comes under control. Thus, at this juncture when market shambles and sentiments still fragile, it is prudent to invest in a well-diversified portfolio consisting of...

Being the leading company, Gillette has always been bringing in a unique and innovative set of products for its consumers. Its products constitute an entire range for Men's grooming including the razors, skin guard, replacement razors, pre & post shave products including shaving creams, gels & foams, skin care etc. And eventually, in the female's category Gillette Venus in the premium segment is gaining traction. Thereby, we believe the unique launches embarks good future ahead for the company. If we Take fundamental triggers into consideration, company has a good balance sheet with sound financial ratios....