Indigo Paints IPO - Not Leaving a Whole Lot on the Table
Indigo Paints (IP) aims to raise around US$160m in its India IPO. It was the fifth largest company in the Indian decorative paint industry and was...
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Indigo Paints IPO - Growing Fast but Future Growth Won’t Come as Easy
Indigo Paints aims to raise around US$165m in its India IPO. Revenue grew at 41.9% CAGR over FY10-19. Over FY18-20, Revenue grew at 24.7% CAGR,...
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Nippon Paint – Announced Deal Does Not Justify Share Price Run Up
Nippon Paint is up 51% YTD and 6.5% today alone. Kansai Paint is down 5.6% in that time and international peers such as Asian Paints, Kansai...
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AGM Diaries | Kansai Nerolac - Be Prepared for a Muted FY21
We present our takeaways from attending Kansai Nerolac's virtual AGM. Weak revenue growth, lower margins and lower return ratios are here to stay...
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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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