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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


















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IVRCL vs HCC: Which is a better infra play?

Jan 7, 2011

Equitymaster presents comparative analysis between IVRCL and HCC

Look who's driving the realty boom

Aug 24, 2010

Equitymaster discusses the rising foreign direct investment inflow into the real estate and housing sectors in India, leading to high prices

Pratibha Industries: SWOT Analysis

Jun 14, 2010

Equitymaster undertakes SWOT analysis on Pratibha Industries

How much more will the promoters dilute?

May 28, 2010

Equitymaster's perspective on stake dilution phenomenon prevailing in the construction industry.

Nagarjuna Construction: SWOT Analysis

Apr 19, 2010

Equitymaster undertakes SWOT analysis on NCC

Things to watch out for in Infrastructure cos.

Apr 9, 2010

Equitymaster analyses key aspects of construction companies.

Capital goods: Raking in big orders

Sep 25, 2008

In a growing economy like India, companies across sectors are bound to invest for their future growth. The fact that India lacks basic infrastructure still persists. As such, companies from across the sectors are willing to exploit the opportunities based on the same.

Construction: Grasping the accounting puzzle

Sep 25, 2007

Choices of accounting policies may distort inter-company comparisons. More so in the case of industries, where managements have significant leeway in terms of how a particular transaction is booked. In this article, we have listed some of the key items that are treated differently by different construction companies and thereby make comparison meaningless.

Punj Lloyd : A brief overview (Part II)

Jul 11, 2007

In our previous article, we covered the various segments in which Punj Lloyd operates. In this article we will analyse the financials of the company and understand the reasons behind the past underperformance as well as the future prospects of the company.

Punj Lloyd: A brief overview

Jul 6, 2007

Punj Lloyd Ltd. (PLL) is one of the largest engineering construction companies in India providing integrated design, engineering, procurement, construction (EPC) and project management services for energy industry and infrastructure projects. To augment its engineering and project management skills and transform itself into a complete EPC player, the company recently acquired Singapore based SembCorp and its UK based subsidiary Simon Carves.

IVRCL: An overview

Mar 29, 2007

About the company: IVRCL Infrastructures & Projects Ltd., (formerly IVR Constructions Limited) was incorporated in 1987 and commenced its operations in 1990, thereby establishing itself as a premier EPCC (Engineering Procurement, Construction and commissioning) & LSTK (Lump Sum Turnkey) service provider with front-end engineering capabilities. Of late, it has emerged as a major player in water transmission, treatment and wastewater management, and is also known for its desalination drive. Beside

Identifying a construction stock: Do's and don'ts

Mar 19, 2007

In Views on News, Equitymaster has tried to highlight here some factors one should keep in mind before investing in an Construction company. Know more

Indian construction sector: A perspective

Sep 7, 2006

India is amongst the fastest growing economies in the world, with the GDP growth for FY07 expected at around 7.5% to 8%. At this rate of growth, India's GDP, currently at around US$ 750 bn, will double to US$ 1.5 trillion in 9 years, and will quadruple to US$ 3 trillion in 18 years. Nonetheless, we believe that the long-term average growth rate of around 6% is sustainable in future, and even at that rate, the country's GDP will double and quadruple in 12 and 24 years respectively.

IVRCL Vs HCC: Constructing India!

Jun 26, 2006

The construction industry in India has received a fillip during the past 3 years, with the government showing increased focus towards developing a strong and sound infrastructure setup in the country. The industry is the second largest economic activity after agriculture, and is estimated to grow at an average rate of 9.5% during FY02 to FY06, against 8.6% average growth for the services sector during this period. In this article, we compare the two major players in the construction sector – IVR

Civil Aviation: Ready to take off

May 15, 2006

The boom in infrastructure activities in the country has kick started significant development across various sectors, which form part of this broad category. All the segments within this sector say roads, civil aviation, ports and railways are showing robust growth amidst heightened activity. This growth moves in tandem with the growth of the economy. Amongst the above, one sector that has benefited immensely is the civil aviation sector.

Public Private Partnerships (PPPs): Moving Ahead

May 10, 2006

Public private partnerships (PPPs) have a long history. The intellectual foundation for privatisation was lead by Milton Friedman. PPPs is basically a medium to long-term relationship between the public (read government) and the private sectors involving the sharing of risks and rewards of a venture and the utilisation of multi-sectoral skills, expertise and finance to deliver desired policy outcomes that are in the public interest.

HCC: Riding the infrastructure wave!

May 8, 2006

The future of almost all sectors of the Indian economy hinges on the availability of good infrastructure - roads, ports, telecommunication, airports, power, railways and water supply. Currently, on the back of rising demand and consumption, the existing infrastructure setup seems to be crumbling. Lack of decent infrastructure in India is the single largest bottleneck to economic growth. The government has, however, recognised the need for the better infrastructure and has taken positive policy m

Infrastructure: Plethora of opportunities

Apr 10, 2006

It is a widely acknowledged fact that a world-class infrastructure is a necessity for faster and consistent growth of any economy in the world. And this applies for India too if it has to become a major world economic power. Thankfully, this realisation has started to creep into the minds of those who control the reins of power in India, which has consequently initiated the transformation of India into a land of opportunities, as far as the infrastructure sector is concerned. The potential here

Infrastructure: Raising the bar!

Apr 7, 2006

World-class infrastructure plays an important role in creating a strong and sustainable growth path for an economy, more so for a developing one. In this regard, while India has been lagging its developing peers in terms of quality infrastructure, the realisation has finally set in. Over the past two years, the government has laid great emphasis on infrastructure development and it has been duly supported by private investments, which are though still miniscule relative to the requirements. In

Construction: Building India!

Mar 27, 2006

World-class infrastructure has emerged as a fuel to power long-term and sustainable growth of economies, especially emerging economies, which are witnessing faster growth in demand for infrastructure and construction services. As far as the Indian economy is concerned, while the populace have been deprived of even a decent infrastructure setup (due to government’s slackness), what we are witnessing now is a kind of a revolution as far as the changes taking place in the industry are concerned.


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