Pranav Bhavsar

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bearish•Can Fin Homes

•24 Aug 2024 12:37

Narrative and Numbers | Housing Finance - PSUs | FY24

PNB Housing focuses on affordable housing, LIC Housing Finance struggles with size and risk appetite, Can Fin Homes faces questions on internal...

339 Views

bullish•Symphony Ltd

•20 Aug 2024 14:06

Narrative and Numbers | Household Durables | FY24

Indian durables industry set for growth. Symphony Ltd and Whirlpool of India are the ones to watch, while TTK Prestige faces ongoing challenges.

Pranav Bhavsar

238 Views

bearish•Aditya Vision

•12 Aug 2024 15:19

Narrative and Numbers | Electronics Retail | FY24

Comparing two leading electronic retailers in India, Electronics Mart India (EMIL IN) and Aditya Vision (AVL IN), focusing on their performance in...

Pranav Bhavsar

180 Views

bullish•United Spirits

•05 Aug 2024 18:47

Narrative and Numbers | Alcoholic Beverages | FY24

United Spirits leads in earnings quality while Sula Vineyards lags behind, Radico Khaitan pursues growth, and United Breweries encounters challenges.

Pranav Bhavsar

201 Views

bullish•V-Mart Retail

•30 Jul 2024 14:55

Narrative and Numbers | V-Mart Retail (VMART IN) | FY24

V-Mart Retail targets Bharat's middle class with omni-channel strategy, slower revenue growth due to focus on value, expansion with cluster...

Pranav Bhavsar & the team at India Independent Insight (Iii), provide research on consumer companies operating or have exposure to in India. The research methodology focuses on carrying out on-the-ground channel surveillance/checks that include supplier/distributor/customer interactions, access to industry experts, and bespoke primary data sources that aid in providing unique insights and counter consensus ideas. Leveraging the team's forensic analysis along with channel surveillance, the team at Iii also aids investors in early identification of changing consumer trends, identification and quantification of accounting/governance risks, and the associated impact on the business model of the company. Pranav has over 15 years of experience in the Indian equity market, and has worked with...

Narrative and Numbers | Housing Finance - PSUs | FY24

PNB Housing focuses on affordable housing, LIC Housing Finance struggles with size and risk appetite, Can Fin Homes faces questions on internal...

Pranav Bhavsar

Narrative and Numbers | Household Durables | FY24

​Indian durables industry set for growth. Symphony Ltd and Whirlpool of India are the ones to watch, while TTK Prestige faces ongoing challenges.

Pranav Bhavsar

Narrative and Numbers | Electronics Retail | FY24

​Comparing two leading electronic retailers in India, Electronics Mart India (EMIL IN) and Aditya Vision (AVL IN), focusing on their performance in...

Pranav Bhavsar

Narrative and Numbers | Alcoholic Beverages | FY24

United Spirits leads in earnings quality while Sula Vineyards lags behind, Radico Khaitan pursues growth, and United Breweries encounters challenges.

Pranav Bhavsar

Narrative and Numbers | V-Mart Retail (VMART IN) | FY24

​V-Mart Retail targets Bharat's middle class with omni-channel strategy, slower revenue growth due to focus on value, expansion with cluster...

Pranav Bhavsar

Indian durables industry set for growth. Symphony Ltd and Whirlpool of India are the ones to watch, while TTK Prestige faces ongoing challenges.

Comparing two leading electronic retailers in India, Electronics Mart India (EMIL IN) and Aditya Vision (AVL IN), focusing on their performance in...

V-Mart Retail targets Bharat's middle class with omni-channel strategy, slower revenue growth due to focus on value, expansion with cluster...