Time Technoplast Limited is a leading technology based polymer
product company. The companys portfolio consists of technically driven innovative
products catering to growing industry segments like, Industrial Packaging Solutions,
Lifestyle Products, Automotive Components, Healthcare Products and Infrastructure
/ Construction related products.
IMP Powers Ltd. is a mid-sized corporate engaged in manufacturing
of power and distribution transformers of up to 10,000 MVA. The company is a Class
‘A' supplier to almost all State Electricity Boards (SEBs) in India as well as to
the railways, defense and leading companies such as Areva, ABB, Siemens, Jyoti Structures,
BHEL, IVRCL and Kalpatru.
inTarvo Technologies Ltd. specializes in Integrated Lifecycle Management
(ILM) for technology products, thereby providing warranty management and after sales
service for products such as laptops, desktops, mobile phones and other consumer
electronic gadgets. The company enjoys leadership position in India in the tech-focused
‘Reverse Logistics’ space, with presence in ~400 locations across ~200 cities in
the country.
Effort BPO Ltd. is a leading provider of call center services to
domestic clients in various industry verticals including Banking & Financial Services,
Telecom, Manufacturing services, Supply chain management, Insurance and Retail management
services. The company employs close to 1,500 people and services marquee clients
like RBS, Future Generali, Tata AIG and Tata Telecom. The company has its own facility
in Mumbai with centers in Delhi and Indore.
Resurgere Mines & Minerals India Ltd. is engaged in the business
of extraction, processing and sale of mineral products. The company has long term
tie-ups for two Iron Ore mines in Orissa with estimated reserves of 54.45 million
tons. The company also owns a bauxite mine in the state of Maharashtra with 60%
ownership, through a wholly owned subsidiary and estimated reserves of 4.92 million
tons.
AU Financiers (India) Private Ltd. is an organized NBFC offering
secured commercial vehicle loans, loan against property and SME loans to retail
customers in semi-urban and rural areas of Rajasthan, Maharashtra and Gujarat. The
company is also one of the leading channel financing partners of HDFC Bank. The
company has cumulatively disbursed more than INR 20 billion in loans since inception;
servicing more than 50,000 customers. The company has recently forayed into Loan
against Property and micro-finance branded as ‘Shubharambh’.
Parag Milk Foods Private Ltd. is a leading “Cow Milk” product company,
with dairy plants located at Manchar, near Pune and at Palamner (South India). The
company provides a wide range of value added dairy products including cheese, ghee,
curd, yoghurt, butter-milk, table butter, butter oil, gulab jamun mix and milk powder
(both skimmed and whole milk powder) in addition to liquid milk. While the company
sells traditional products (like milk, ghee, butter, curd) under brand name of “Gowardhan”,
contemporary products (like cheese, fruit dahi, dairy whitner) are retailed under
the brand name of “GO”.
Dixon Technologies (India) Private Ltd. is a leading electronic
manufacturing services (EMS) company, primarily into printed circuit boards (PCBs),
TVs, LCD TVs, DVD players, air conditioners, microwave ovens, set-top boxes (STBs)
and compact fluorescent lamps (CFLs). These products are manufactured under prescriptive
manufacturing as well as Original Design Manufacturing (ODM) for companies like
Philips, LG, Videocon and Onida. The company also sells products under its own brand
(Weston) through a network of 2,200 retailers in 17 locations
Power Mech Projects Ltd. is a leader in erection and commissioning
of boilers, turbines and generators for thermal power plants across India. Over
the last decade, the company has executed ~40 erection/commissioning projects and
340 overhauling & maintenance projects (OHM). The company enjoys a market share
of ~25% through strong relationships with all leading power EPC and utilities companies.
Minda Industries Ltd. is one of the largest electronic auto component
suppliers in India. The company has a well diversified product portfolio with leadership
position in switches, lighting and horns business; in addition to a growing presence
in auto batteries & CNG/LPG kits. The company has a manufacturing presence across
22 plants at 6 locations in India with around 5,500 employees. Minda Industries
enjoys strong relationship with all the OEMs and has a strong pan-India distribution
network for After Market sales.
Mrs Bector Foods Specialities Ltd. is a leading mid segment manufacturer
of biscuit and liquid condiments based out of Ludhiana in Punjab. The company provides
a wide product range including biscuits, bakery products, liquid condiments like
sauces, spreads and syrups, snacks, namkeens, ready to eat curries, paste, mayonnaise,
jam, etc. The company enjoys strong relationships with both institutional clients
such as ITC, Kraft Food, McDonalds, Pizza Hut, Café Coffee Day, etc. Mrs Bector
Foods primarily sells biscuits and liquid condiments, under the brand “Cremica”
to retail customers in Northern India where it is expanding its distribution network
significantly.
GR infra projects is a focused road EPC player with superior execution
capabilities. Over the last several years, company has executed 162 EPC projects
and 2 BOT projects. The company has recently signed a concessionary agreement with
NHAI for Shillong bypass (in Meghalaya).
Electromech material handling system is a leading material handling
company with leadership in EOT cranes for general industrial purpose in terms of
number of cranes with a market share of ~16%. The Company has technical / marketing
tie-ups with some of the major cranes manufacturers globally enabling product diversification
and extended market reach. The company also recently started focusing on providing
complete after market sales and services business for cranes and related products
Intec Capital is a leading NBFC focused on providing equipment
finance to Micro, Small and Medium Enterprises. Intec has 158 branches across India
which service over 140 industrial clusters with strong presence in Northern India.
The company was started in mid-90s with focus on NCR and has over the years expanded
the range of assets it finances and the geography of its operations. Today it finances
assets primarily used in auto & machine engineering, printing and packaging, plastic
& injection molding, pharmaceutical & healthcare, food processing and education.
Portfolio Managers (I checked several other funds websites and typically they do
not give such kind of details)
Magicrete Building Solutions is one of India’s leading manufacturers
of Aerated Autoclaved Concrete Blocks, a path-breaking technology in the construction
Industry. The Company has 2 manufacturing units in Gujarat and Haryana covering
the strategic markets of West and North India respectively. The Company supplies
to more than ~1200 customers with ~400 active customers and has relationships with
some of the most marquee developers/contractors in India. The company was started
by young graduates from IIT and in a span of less than five years it has emerged
as the second largest producer of AAC Blocks in India.
Portfolio Managers (I checked several other funds websites and typically they do
not give such kind of details)
