Investment Blog for the Indian Markets

Category: Sector

Chemicals

DCW : Forgetting the Competition

Post author By Raoji
Post date August 19, 2022
1 Comment on DCW : Forgetting the Competition

In its’s latest Investor Presentation, DCW asserts that its the sole manufacturer of CPVC in India

It has competition now from Meghmani Finechem Ltd which has the largest C-PVC capacity in India of 30 KTPA

QSR

QSR: Quickly Shrinking Restaurants

Post author By Raoji
Post date August 18, 2022
No Comments on QSR: Quickly Shrinking Restaurants

Source: Investor Presentation of Sapphire Foods India Ltd

Textiles

Textiles: China+1

Source: Investor Presentation of Pearl Global Industries Ltd

InnerWear

Dollar: Azaadi Ka Amrut Mahotsav

Post author By Raoji
Post date August 11, 2022
1 Comment on Dollar: Azaadi Ka Amrut Mahotsav

Source: Investor Presentation of Dollar Industries Ltd

Pharmacy

Pharmacy: Better Unit Economics

Post author By Raoji
Post date August 11, 2022
No Comments on Pharmacy: Better Unit Economics

Source: Investor Presentation of MedPlus Health Services Ltd