Prateek Kumar

India Research, Industrials

+91 22 4224 6154

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Prateek Kumar covers Cement and Travel & Tourism sectors at Jefferies India and has over 17 years of experience in Institutional equities. He joined Jefferies India in April 2022 following seven years as a senior analyst covering Cement, Transportation and Internet sector at Antique Stock Broking (India). Prior to that he has worked with Religare Capital Markets and JP Morgan India. He began his equity research career in 2008, and has covered the Cement, Transportation, Automotive, FMCG and Internet sectors.

Industrials

What I am Known For

  • Strong insights on Long-term trends in the sector, Industry understanding through-the-cycle trading and valuation.
  • Regular channel checks in Cement to keep abreast with on-ground situation
  • Unique coverage of Travel in India including coverage on the Airport and Airlines Sector.
  • Well received IndiGo upgrade
  • Good hold on multiple sub sectors and thematic coverage

How I am Different

  • Detailed work/tracking across the large and small Companies in the Cement/Hotels sector
  • Consistency in on ground channel Checks, especially for Cement
  • Unique coverage of Conglomerates
  • Superior focus on thematic research, covering a range of structural trends and differentiated primary research, including a detailed one on Hotels, aviation and Airports space this year which was well appreciated

Upcoming Corporate & Strategic Access

  • Non-Deal Roadshows
    • GMR Airports in Asia (March)
    • GMR Airports in Mumbai (March)
    • JK Cement in Singapore (March)
    • Indian Hotels in US (Aug)
    • Ambuja Cement in HK (Sep)
    • Analyst Roadshow in HK (Feb)
    • Analyst Roadshow in Europe (June)
  • Channel Partner Visits
    • Ultratech Building Solutions in Ahmedabad (Sep)
  • Access Days
    • US (Ambuja, GMR, IHCL)
    • UK (IndiGo, GMR, IHCL)
    • India (IndiGo, GMR, IHCL, ITC Hotels, Schloss, Ixigo, Ambuja, Dalmia, Ultratech, Adani Enterprises, JSW Cement, TBO Tek)
    • India Access Day (Adani Enterprises, Ultratech, Ambuja, Grasim)

Consumer Discretionary

What I am Known For

  • Strong research inputs on Industry trends on both Hotels and Airlines
  • Multiple channel checks at regular intervals.
  • Initiated coverage on GMR Airports. Strong followup research on GMR Airports – limited coverage on street

How I am Different

  • Detailed Initiating Coverage report on Indian Hotels
  • Authored several thematic reports on emerging trends
  • Strong Research inputs on Airport sector

Key Research Highlights

Upcoming Corporate & Strategic Access

  • GMR Airports Access in US/Asia
  • IHCL Access in US
  • India Access Day (GMR Airports, IndiGo, Indian Hotels, TBO Tek, Samhi Hotels, Ixigo, Lemon Tree Hotels)