
Here are the top 15 companies from the NSE 500 basket that provide higher dividend yields ranging from 3.6% to 9.5%. The Cos have 5-year average RoE ranging from 12.28% to 50.14%. They are quoting at P/Es ranging from 4.57% to 29.25%.
The Axis Top Picks Basket delivered an excellent return of 8.9% in Mar’25 against the 6.3% return posted by the Nifty 50, thereby beating the benchmark by a wide margin of 2.6%. Over the last one year, the basket has gained 9.5%. Moreover, it gives us immense joy to share with you that our Top Picks Basket has delivered an impressive return of 298% since its inception (May’20), which stands well above the 154% return delivered by the NIFTY 50 index over the same period. In light of this, we continue to believe in our thematic approach to Top Picks selection
We believe, HAL’s OB is likely to get a leg-up with further order of 97 (nos.) Tejas Mk 1A and 156 (nos.) LCH Prachand. IAF Chief Air Chief Marshal A. P. Singh recently emphasised on the urgency to add 35–40 fighter jets annually to address existing shortages. Besides, HAL aims to complete the assembly of first Tejas Mk-II aircraft by Oct’25 and achieve its maiden flight by end-Mar’26 (HAL Nears Completion of First Tejas MkII Aircraft as Assembly Progresses Swiftly – Indian Defence Research Wing)
Delayed recovery on sustained demand pressure We recently met with the management of Go Fashion, which highlighted that the recent impact on overall revenue growth was due to demand slowdown and not due to concerns relating to product portfolio/ASP, and that the company continued to outperform its peers. The recent slowdown has impacted new customer […]
ZFCV has maintained its leadership position in domestic M&HCV space, supported by its wide product portfolio, deep OEM relationships, and increasing aftermarket penetration. With long run way of content increase and healthy cash positive B/S, we have a positive view on the company and assign a BUY rating valuing ZFCV at ₹ 16,300 i.e. 50x PE on FY27E
PEPL has a well-diversified model with strong mix of annuity and residential asset class and Pan India presence. PEPL moat lies in acquiring land at low cost and this helps to re-calibrate or offer better pricing to achieve sales velocity and better IRR’s. We remain constructive with BUY rating and SOTP based TP of INR 1,914/sh
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