Prateek Kumar

India Research, Industrials

+91 22 4224 6154

Prateek Kumar covers Industrials and Travel & Tourism sectors at Jefferies India and has over 15 years of experience in Institutional equities. He joined Jefferies India in April of 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 in the past.

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 to keep abreast with on-ground situation
  • Initiated coverage on Adani Enterprise

How I am Different

  • Detailed work across the large and small Companies in the Cement sector
  • Consistency in on ground channel Checks
  • Superior focus on thematic research, covering a range of structural trends and differentiated primary research.

Upcoming Corporate & Strategic Access

  • Ambuja Cement Access Day in Mumbai
  • Shree Cement Access Day in Mumbai
  • Ultratech Access in US/SFO
  • 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)