Kenneth Andrade & Akash Prakash have homed in on a stock which offers the perfect balance of risk and reward. While the risk is minimal, the stock has 4x multibagger potential, experts say
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- Buy Stovekraft for target price of ₹1350 & 56% upside potentialStovekraft is a challenger brand gunning for leadership position. It is growing significantly ahead of peers & is a market leader in several products. It has huge operating leverage play. Valuation is attractive, 35% EPS CAGR, robust FCF. TP ₹1350 (+56%) Download... Buy Stovekraft for target price of ₹1350 & 56% upside potential
- Bajaj Housing Finance has a target price of ₹210BHFL is in a league of its own with focus on the ‘desirable’ sweet spot of Rs 5mn which addresses 65% of home-loan aspirants. Co aims to be among top-4 mortgage players. Focus is on building a low-risk balance sheet with strong return ratios. TP ₹210 (27%) Download report... Bajaj Housing Finance has a target […]
- Buy Aadhar Housing. It has 41% upside potentialAadhar stands out vs most affordable peers due to a larger balance sheet, longer vintage & seasoning, with superior RoEs. Its loan growth (21% CAGR during FY2024-27E) is comparable more to mature HFCs than fast-growing smaller affordable HFCs. TP ₹550 (41%)... Buy Aadhar Housing. It has 41% upside potential
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- Stovekraft is a challenger brand gunning for leadership position. Buy for target price of ₹1350 (56% upside): Emkay
- Bajaj Housing Finance will be among top-4 mortgage players in the medium term. Buy for target price of ₹210 (27% upside): Philip Capital
- Aadhar is a large affordable HFC (Rs211 bn of AUM in FY2024, 7% market share in the affordable segment) with a long track-record, well-diversified geographical presence and customer profile. Buy for target price of ₹550 (41% upside): Kotak Institutional Equities
- HG Infra has strong balance sheet, return ratios and healthy working capital cycle. Buy for target price of ₹1885 (21% upside): ICICI Direct
- Granules India has a sound compliance track record of USFDA till date. Buy for target price of ₹680 (20% upside): Motilal Oswal
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