Investment Idea: Yes Bank Ltd

YES BANK, India's new age private sector Bank, is an outcome of the professional entrepreneurship of its Founder, Dr. Rana Kapoor and his highly competent top management team, to establish a high quality, customer centric, service driven, private Indian Bank catering to the “Future Businesses of India”.

YES BANK provides a comprehensive range of client-focused Corporate Banking and Commercial Banking Services, including  Working  Capital  Finance,  specialised  Corporate Finance,  Trade,  Cash Management  &  Transactional  Services, Treasury Services, Investment Banking Solutions and Liquidity Management Solutions to name a few.

A key strength and differentiating feature of YES BANK is its knowledge driven approach, which goes beyond the traditional realm of banking, and helps adoption of a diagnostic and prescriptive approach towards superior product structuring. YES BANK has formed a specialized 'Development and Knowledge Banking Division' focusing on key growth sectors like Infrastructure, Food & Agribusiness, Telecommunications, Information Technology, Life sciences, Infrastructure, Renewable Energy, Media & Entertainment, Manufacturing and Textiles, among others. YES BANK's unique knowledge driven sectoral approach provides industry specific financial solutions which facilitate superior structuring and tailored financial solutions.

YES BANK has been recognized amongst the Top and the Fastest Growing Bank in various Indian Banking League Tables by prestigious media houses and Global Advisory Firms, and has received national and international honours for various Businesses including Corporate Finance, Investment Banking, Treasury, Transaction Banking, and Sustainable practices through Responsible Banking. The Bank has received several recognitions for world-class IT infrastructure, and payments solutions, as well as excellence in Human Capital.

Today's close was at Rs 407. Expect correction around Rs 400 level. Invest for long term.

Yearly financials (In Rs Crore)

 Quarterly financials

Disclaimer: Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.

Investment Idea : Vivimed Labs Limited

Vivimed Labs Limited is an India-based global supplier of specialty chemicals and active pharmaceutical ingredients

Speciality Chemicals: Vivimed is a global supplier of active ingredients for a diverse range of home and personal care and industrial products. The Company’s products are marketed in key global markets to leading global customers.  

Pharmaceuticals: Vivimed is the partner of choice for large global players in various therapeutic segments such as anti-ulcer, anti-depressants, oncology, anti-diabetics and others. 

Vivimed Labs Limited is headquartered in Hyderabad (India) with ten manufacturing facilities (seven in India and three overseas), three R&D facilities (Hyderabad, Huddersfield and Barcelona) and a customer spread across 50 countries.  

The Company’s clients include global majors and various large Indian companies

Company has made couple of acquisition in past few years.

Consolidated yearly financials (In Rs Crore)

Consolidated quarterly financials

Disclaimer: Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.

Investment Idea: KPIT Cummins Infosystems Limited

KPIT Cummins Infosystems Limited, a global IT consulting and product engineering partner, is focused on co-innovating domain intensive technology solutions for corporations specializing in automotive & transportation, manufacturing and energy & utilities. A leader in technology solutions and services, KPIT Cummins currently partners with 165+ global corporations including Original Equipment Manufacturers (OEMs), semiconductor companies and automotive Tier 1 companies

Company has done couple of acquisitions in last few years.

FY2012-13 Q2 Sep-12, investors update expressed little pessimism about Q3

“Next Quarter update: As we move into Q3, our pipeline continues to be strong and we reiterate our confidence in the annual targets that we had set for ourselves at the beginning of the year. Having said that, we believe there will be an adverse effect on our revenues in Q3 only due to the cyclical nature of the quarter. We anticipate at least 3-4 lesser billing days in Q3 as compared to Q2. Even though the average realized rate for Q3 may be lower than that for Q2, if the rupee is range bound in Q3 and closes around the same range, then the forex losses will be lower in Q3 as compared to Q2.”

Stock has seen recently rally from Rs 75 to Rs 140 level. Today’s closing is at 122.  We expect correction in price to around Rs 105-110 level in days ahead. Invest for long term.

Consolidated yearly financials (In Rs Crore)

Consolidated quarterly financials

Disclaimer: Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.

Investment Idea: Arshiya International Ltd

Arshiya is India's first Unified Supply Chain & Infrastructure Group. The Group offers a wide range supply chain infrastructure services including free Industrial & Domestic Free Trade & Warehousing Zones (FTWZs), Rail & Rail Infrastructure, Industrial & Domestic Hub, Forwarding, Supply Chain Technology

Today, Arshiya stands at the helm of being not just the first developer and operator of India’s first of its kind two FTWZs, but also the second largest Private Container Train Operator (PCTO) in the country.

Arshiya International is presently working on a phased plan towards infusing USD 1.6 billion into developing pioneering unified supply chain infrastructure across India’s strategic locations.

In the last few years company has borrowed heavily to fund its operations. Company has high operating & financial leverage.

Currently trading at Rs 130, can come down to 127-125 level. Invest for long term.

Consolidated yearly financials (In Rs Crore)

*incl soft marketing right 39 crore

Consolidated quarterly financials

Disclaimer: Any purchase/sale of a stock involves a high degree of investment risk. Caution all investors that they may lose some or all of their investment if they decide to purchase any stock listed here.