Category: Company analysis
Analysis – Mayur uniquoters
July 6th, 2010, No Comments
About Mayur uniquoters is in the business of manufacturing synthetic leather. The company’s products find usage in the footwear, automotive, apparel and sports goods industry. The company supplies to the major automotive companies in the country and abroad. The company has Ford, GM, and Chrysler as customers in the export market and maruti, Tata motors, [...]
Company analysis – Sesa goa Ltd
March 1st, 2010, No Comments
About Sesa goa ltd is the largest private sector iron ore producer and exporter. It has access to 240 Million Mt of ore with mines in Goa, Karnataka and Orissa. The company achieved a turnover of around 5221 crs in 2009 with a net profit of 2710 Crs. The company exports almost 85% of its [...]
Analysis – some cement companies
December 5th, 2009, No Comments
I have written about the cement industry in the past (see here, here and here). You can download a detailed analysis of the industry from here (see file – Business analysis_working_aug 2007.xls, column for cement industry). I had the following in an earlier post Considering the level of undervaluation in some sectors such as pharma, [...]
Analysis – Tata sponge ltd
November 27th, 2009, 6 Comments
About Tata sponge ltd is a 676 cr sponge iron manufacturer with an annual capacity of 3.42 Lac MT. The company uses iron ore and coal as the raw material, which is used to produce sponge iron. Sponge iron is an important raw material for the manufacture of steel and the price for sponge iron [...]
Analysis – Sulzer India
October 6th, 2009, 2 Comments
About Sulzer india is a 200 Cr company in the business of mass transfer technology (mixers, separation column etc) for industries such as refineries, chemicals, gas processing etc. The company is a subsidiary of Sulzer chemtech AG. The parent also has a fully owned subsidiary – sulzer pumps. Sulzer india has received technology support from [...]
Analysis – PG (US)-II
September 28th, 2009, No Comments
I started the analysis of P&G (US) in my previous post. The balance of the analysis follows Competitive analysis The company faces a host of competitors ranging from local to store brands to companies like unilever. Most of the local and store brands compete on price. P&G has rightfully realized the need for innovating in [...]
