Author: Vicky Nagar
Vicky Nagar
Vicky Nagar is an equity trader with 5+ years of experience in trading and investing. He has expertise in equity valuation, sectoral analysis, index analysis, and in identifying the market trends. He is a NISM Certified Research Analyst. Formerly a relationship manager at Kotak Mahindra Bank Limited in the Agri-Business Group, he also has teaching experience at KS School of Business Management, Gujarat University, and as an Academic Associate at IRMA (Institute of Rural Management Anand). He holds a BBA (Gold Medalist) and an MBA (Gold Medalist) in Marketing.
Company Overview: Founded in June 2015, ACME Solar Holdings Limited has established itself as a prominent name in India’s renewable energy sector, primarily specializing in power generation from solar and wind energy sources. As a major contributor to India's green energy movement, the company handles all phases of renewable energy projects, encompassing development, construction, ownership, operation, and upkeep. This extensive involvement is managed by their in-house Engineering, Procurement, and Construction (EPC) team, coupled with a dedicated Operations and Maintenance (O&M) workforce. Key Business Operations ACME Solar's revenue stream primarily comes from the sale of electricity to a variety of clients,…
Company Overview Founded in 2014, Swiggy Limited has grown into a major platform for food delivery, grocery services, and other household essentials. It provides users with a smooth digital experience for browsing, selecting, ordering, and paying for products, all backed by its extensive, on-demand delivery network. Over time, the company has diversified its services, establishing itself as a versatile, multi-service platform. Core Business Segments Swiggy's operations are organized across five main business segments: Food Delivery: Simplifies the process of ordering food from partner restaurants and handling timely delivery. Out-of-Home Experiences: Expands into dining experiences, restaurant partnerships, and event-related services. Quick…
Company Overview: Sagility India Limited, formerly recognized as Berkmeer India Private Limited, is a key player in healthcare solutions and services, focusing particularly on the U.S. healthcare market. The company provides support to two main client categories: Payers: These are health insurers in the U.S. who fund and manage reimbursements for healthcare services. Sagility aids payers through a wide range of operational solutions, including streamlined claims management, payment accuracy, and clinical oversight services. Providers: This group encompasses hospitals, physicians, diagnostic labs, and medical technology firms. For these clients, Sagility offers revenue cycle management solutions that assist with billing and claims…
Company Overview Afcons Infrastructure Ltd stands as the core infrastructure, engineering, and construction entity of the Shapoorji Pallonji Group, a conglomerate with a remarkable legacy exceeding 150 years. As highlighted in the Fitch Report, Afcons ranks among India’s foremost international infrastructure firms and appeared in the 2023 ENR (Engineering News-Record, US) Top International Contractors list, attributed to its revenue from international operations in FY23. Operating across five primary sectors—marine and industrial, surface transport, urban infrastructure, hydro and underground, and oil & gas—Afcons has delivered several high-profile projects. Noteworthy undertakings include the Ghana Rail Project, Chenab Bridge, Atal Tunnel, MG Setu…
JM Financial Diwali Picks 2024: Stock Upside (%) Reliance Industries 28% Power Grid 17% Bajaj Finance 18% ICICI Lombard General Insurance 17% Jindal Steel & Power 19% National Aluminium Company 17% Gravita India 21% Macrotech Developers 23% Olectra Greentech 27% Ashoka Buildcon 15% Share India Securities Diwali Picks 2024: Stock Upside (%) Adani Ports 30% HG Infra 27% Granules 26% Jindal Saw 30% Lemon Tree Hotels 29% Nippon Life AMC 22% Tata Power 22% Yatharth 25% Zen Technologies 20% Bonanza Diwali Picks 2024: Stock Upside (%) Triveni Turbine 37% Hindalco Industries 26% Power Mech Projects 23% India Glycols 23% Newgen…
Overview of Waaree Energies Limited Established in December 1990, Waaree Energies Limited has emerged as a prominent solar PV module manufacturer in India, with a robust production capacity of 12 GW. The company has made a strong mark in the renewable energy landscape, offering a wide range of solar energy solutions. Product Range Waaree Energies provides a comprehensive selection of PV modules to cater to the dynamic requirements of the solar energy industry. Their product offerings include: Multicrystalline Modules Monocrystalline Modules TopCon Modules, featuring bifacial Mono PERC modules in both framed and unframed variants. They also offer building-integrated photovoltaic (BIPV)…
Company Overview Established in May 1996, Hyundai Motor India Limited (HMIL) is a key player in the global automotive industry as part of the Hyundai Motor Group, which ranks as the third-largest original equipment manufacturer (OEM) worldwide by passenger vehicle sales. HMIL is recognized for its innovative, feature-rich, and dependable four-wheeler vehicles, benefiting from advanced technology integration in its designs. In addition to passenger cars, HMIL also produces critical automotive components like engines and transmissions, offering a wide array of mobility solutions. The company boasts a vast network, with 1,366 sales outlets and 1,550 service centers across India. Key Achievements…
Company Overview: Northern Arc Capital Limited, founded in 2009, is a leading entity in India's retail lending sector. The company specializes in providing financial services to underserved households and businesses. By March 31, 2024, Northern Arc had facilitated loans totaling over ₹1.73 trillion, impacting more than 101.82 million individuals throughout the country. Diverse Business Model Northern Arc operates with a multifaceted business model that covers a broad range of sectors, products, geographic regions, and borrower profiles. Its areas of expertise include: MSME Finance: Extensive experience of over 14 years. Microfinance (MFI): Deep knowledge accumulated over 15 years. Consumer Finance: Engaged…
Company Overview: Arkade Developers Limited is a well-established real estate company known for its focus on premium residential developments in Mumbai, Maharashtra. The company operates through two main verticals: New Residential Projects: These involve the development and construction of residential buildings on land owned by the company. Redevelopment Projects: Focused on revitalizing and reconstructing existing structures. Business Operations and Track Record Since its establishment, Arkade Developers has concentrated on delivering lifestyle-oriented residential projects. Between 2017 and the first quarter of 2024, the company initiated 1,220 residential units and successfully sold 1,045 units in the Mumbai Metropolitan Region (MMR). As of…
Company Background Established in March 2011, Western Carriers (India) Limited operates as a multi-modal logistics service provider with a primary focus on rail transportation. The company follows an asset-light business model and positions itself as a fourth-party logistics (4PL) firm. Offering tailored logistics solutions, it spans across various transportation modes, including road, rail, water, and air. Its expertise lies in supply chain management, addressing growing import, export, and production needs for sectors like metals and resources, notably working with major conglomerates. Key Industry Sectors Western Carriers serves a wide array of industries such as: Metals FMCG (Fast Moving Consumer Goods)…