Investec India

Investec India hosted Sharvik Shah, Director, Rajesh Motors Group. Speaking to Aditya Jhawar, Auto analyst, Investec India, Mr Shah, a veteran in the Auto & Auto Financing ecosystem, provided onground insights and reality check amid the COVID-19 crisis - dealership health, demand trends, liquidity support, what the OEMs are lobbying for & other valuable perspective.

Investec India hosted Amar Merani, Managing Director & CEO, Xander Finance to understand the impact of Covid-19 on and on real estate financing. Over the past 6 years, Xander Finance has not only emerged as one of India’s premier wholesale financing NBFCs across sectors and geographies but has demonstrated strong growth in all operating and financial metrics Key takeaways from the discussion were:...

Investec India hosted Mr Nilesh Sathe, Former Member (Life) - IRDAI to share deep insights into the Indian Life Insurance sector. Mr Sathe shared his views on the change in the regulatory scenario post COVID-19.. He also highligted the vulnerabilities in the sector that were seen during COVID-19 and should be addressed in future.

Investec India hosted Mr Ranvir Singh, Managing Director & Co-Founder, Kissht to understand the trends in the Retail Credit amid the COVID19 pandemic and lockdown. Ranvir shared deep insghts into the trends in collections and how big is the collection problem faced by the NBFCs especially in the consumer durables financing and personal loan segments; how moratorium is perceived by the customers an...

Investec India hosted Mr Somasekhar Vemuri, Senior Director - CRISIL Ratings to discuss the early trends in Corporate Loans amid the COVID19 crisis and the lockdown in the country. He presented his view on potential rating changes that the banking system will need to handle over the next 2 years. The discussions were around likely stress build up in corporate portfolios, portfolio composition by r...

Investec India hosted Mr Ashish Singhal, Managing Director, Experian Credit Information Company of India, to provide a granular view on impact of COVID 19 on retail lending – both secured and unsecured. Hepresented his views on the risk impact on existing portfolio & the expected shift in new demand and how credit institutions can safeguard against these.

Investec India hosted Kiran Kothekar, Founding Director of Vector Consulting Group to discuss the Significance of counter thinking (TOC thinking) post COVID crisis, to buck the trend. … Vector Consulting Group is one of the largest and fastest growing management consulting firm in India. It deploys Theory of Constraints (TOC)management philosophy to provide solutions. Vector engages with companies...

Ritesh Shah, Analyst- Building Materials, Investec India hosted Mr. Abhishek Somany, the MD of Somany Ceramics, to understand potential trends and strategies, post COVID. Demand trends are uncertain and priority remains on WC discipline, supporting dealers, and to make good of higher exposure to Ex tier-1 cities. Exports could move surplus Morbi capacity away (only gradually). Pricing power for th...

Investec India hosted Mr. Karan Motwani, HP International (Asia’s largest solvent cement maker), to better understand solvent, adhesive and sealant markets. The long term story on adhesives and sealants is sound given low penetration levels and limited ‘know-how’ in India. Channel (retail/ applicators), chemistry know-how and distributor connect are crucial success. Incumbents with distribution/ b...

Investec India hosted Rishabh Agarwal, Director, Responsive Industries to understand the changing landscape in the vinyl flooring sector and the impact it is seeing due to the COVID19 pandemic. There has been rapid pace of development in flooring industry and the preferences of flooring has been migrated from hardwood to ceramic, then to laminate and now from laminate to resilient or vinyl floorin...

Investec India hosted Mr. Sreekanth Reddy, Jt. MD, Sagar Cements (NR), to understand cement trends and strategies post-COVID. Demand is uncertain and the priority is on pricing, factoring cost curve pressures. Distribution & logistics strategies will vary for each co. based on target markets. Incremental capacity additions in the South are likely to see delays and some cancellations can’t be ruled...

Confinement, social distancing, lockdown... the world is trying every measure to slow down the pandemic which caused with more than 2,00,000 deaths and over 3 million cases globally. However eventually the only way to actually prevent people from catching Covid-19 is with a vaccine. Nearly 80 companies and academic institutions are racing to produce one. GlaxoSmithKline a leading vaccine manufactu...

Investec India had hosted William Marth, President & CEO - Emcure Pharmaceuticals (North America & Europe Business) to discuss the US Generic market and the concerns around the global supply management. Mr Marth said that there was angst in the supply chain management as the demand for other products related to COVID19 ailments like ventilators have gone up dramatically in the past few months, put...

Investec India hosted Mr. Mahesh P, Promoter - Viruj Pharmaceuticals for a discussion on the COVID19 impact on the API manufacturing companies. Mr Mahesh said that India has the capabilities to manufacture APIs in India adding that post the COVID19, many countries are planning on shifting their base from China to our geographies which include India. Mr. Mahesh is the promoter and managing director...

Investec India hosted Dr. Madhukar Gangadi, founder and CEO of MedPlus, India’s largest independent retail pharmacy chain. Dr Gangadi discussed the trends that they noticed since end of February and post lockdown when customers started stocking for chronic and acute medicines for at least 2 months. He also believes that the coronavirus has led to Indians becoming more hygiene conscious and hygiene...

Investec India hosted Mr Sanjeev Jain (Promoter, Akums Drugs & Pharma – Largest Branded Formulation Contract Manufacturer for Domestic Market) . Mr Jain spoke about the various trends like the demand for GP type medicines like paracetamol and crocin falling amid the COVID19 crisis, whereas diabetic, cardiac and CNS medicines seeing a regular demand, the growth of generic-generic medicines in India...

Investec India hosted Mr Mahesh Doshi (IDMA National President & Promoter of an API Manufacturing Co) recently to discuss impact of COVID19 and lockdown on the API market. Mr Doshi spoke about the challenges faced by the drug manufacturers in the past few days particularly in transportation due to lack of migrant labourers, how to counter China’s dominance in the API market. Mr. Doshi has 30+ year...

Investec India hosted K Anand FDA and Regulatory Consultant to understand the developments on the FDA and other Regulatory approvals during the COVID19 crisis. Mr Anand explained that the Indian Pharma industry caught the attention of USA and Europe due to the proposed coronavirus medicines - HCQ and Erythromycin - requirements as these countries don’t manufacture these products. Barring coronavir...

FY2020 was a challenging year for the Indian insurance Industry due to the introduction of a simplified direct tax structure, weak equity markets and COVID-19 impact at the end of FY20. Growth remains in single-digits. Swapna Bhandarkar spoke with Nidhesh Jain, insurance analyst with Investec India on the latest trends and demystifying the sector for our listeners. COVID19 will see a serious chang...

On the back of the global pandemic as well as the Big Outperformance for the Indian Pharma sector over benchmark indices in recent times, the Investec Pharma team hosted a 7 Industry Experts Series over 5 Days in April. US, India & API businesses were central to discussions. The series, which generated an overwhelming response among global investors, gave a very good perspective and a solid on-the...

Sakti Chakraborty (Ex - Lupin India Business Head) speaks to Anshuman Gupta, pharma analyst at Investec India about the trends that will be seen in the pharma sector, the challenges in the demand - supply for medicines across India and what changes in behaviour the industry will notice due to the COVID19 protocols. A veteran in the Pharma sector, Mr. Chakraborty has led a successful and a greatly...

The situation around COVID-19 is evolving on a daily basis, and checks with the Indian IT companies by the Investec India IT research team have also indicated an evolving view. In this podcast, Nitin Padmanabhan, IT analyst discusses the framework that they have built to develop a likely scenario for the sector amid the global crisis, based on experience.

A strict lockdown in the country led to a halt to discretionary spends like movies, restaurant and luxury items and consumers are possibly going to defer spending on fashion, personal grooming and home decor even after the situation improves. Harit Kapoor, FMCG analyst spoke on the economic impact of the COVID-19 crisis on the Indian FMCG sector in the coming quarters.

Ritesh Shah hosted a call with the Investec Global Resources Team on the COVID-19 impact on the metals and mining sector. Listen to Ritesh in conversation with Dr Peter Richardson, top rated commodity analyst and Hunter Hillcoat, an expert in mining as they discuss the commodity outlook that though had a positive start in 2020 has spectacularly collapsed under the COVID-19 pandemic

Mukul Kochhar of Investec Strategy team hosted a conference call with Mr. Subhash Chandra Garg, Former Finance Secretary of India, to discuss potential fiscal response by the Government of India to the challenges facing the economy, as it grapples with the largest health crisis ever faced by the country, and the world, at large. Having played a central role in the budget making process both at the...