Porinju Veliyath’s PMS crumpled from giving an impressive return of 45% CAGR over 5 years to being the worst performer in the last 5 months. He has explained the reasons for the debacle and how he seeks to remedy the situation
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- Steel Strips Wheels is on a steady growth trajectory, re-rating is imminentSteel Strips Wheels is on a steady growth trajectory, re-rating is imminent. Capacity led expansion will propel topline growth. Capital efficient business model with 11% EBITDA margin & ~14-17% return ratios profile. Inexpensive valuations. TP ₹ 330 (40%) https://rakesh-jhunjhunwala.in/stee...-target-price-of-₹330-40-upside-icici-direct/... Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent
- Mankind Pharma is unlocking new vertical through BSV acquisitionMankind Pharma is unlocking new vertical through BSV acquisition. It has access to a high-entry barrier business with multiple moats, healthy mix of domestic & intnl segments & sustainable EBITDA growth of 27%. EPS-accretive from 2nd year. TP ₹2650 (+24%)... Mankind Pharma is unlocking new vertical through BSV acquisition
- Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)Piramal Pharma is a conviction pick. Co is at critical inflection point. Overall improvement is expected as CDMO momentum continues. Complex Hospital generics is a niche & steady business. Margin is improving. Balance sheet stress is waning. TP ₹210 (42%) https://rakesh-jhunjhunwala.in/piramal-pharma-is-at-critical-inflection-point-and-expect-overall-improvement-as-the-cdmo-momentum-continues-buy-for-target-price-of-%e2%82%b9210-42-upside-icici-direct/... Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)
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- Steel Strips Wheels Ltd is on a steady growth trajectory, re-rating is imminent. Buy for target price of ₹330 (40% upside): ICICI Direct
- Mankind Pharma is unlocking new vertical through BSV acquisition. Buy for target price of ₹2650 (24% upside): Motilal Oswal
- Zen Technologies is a niche defense play! Buy for target price of ₹1775 (31% upside): Motilal Oswal
- Ratnaveer Precision Engineering is expected to show strong earnings growth of ~55% CAGR over FY24-26E. Target price is ₹245 (33% upside): ICICI Direct
- Budget Review 2024-25 by ICICI Direct
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