Secular growth stocks with 5+ year horizon suitable for 10%+ of PF

Sir what Advice do you have on sugar Stocks. Dwarikesh sugar.

 

Guys anyone have view on Solar Industries ? It hasnt fallen much in this ongoing carnage and earnings performance is very consistent for last many years. Very less float is available to retail.


https://www.marketsmojo.com/Stocks?StockId=736279#!#navDashboard


https://trendlyne.com/equity/1263/SOLARINDS/solar-industries-india-limited/

 

Anyone looking at Aditya Birla Retail? Looks like a good investment?

 

Hello

Does BEL mean Bharat Electronics Ltd?

 

Hi

Where is the link to your blog ?

 

Hi
What's full name of Repro?
Can you

Hi

Can you give correct URL addresses as ones given above don't seem to be working..

 

Swaraj Engines.

Debt free, high dividend yield, free cash flow generating, negative working capital. Down 40% from peak. Currently trading at a PE of 20.

There are few downsides too like: Has only one client (M&M) who is their largest share holder. Supplies engines for the Swaraj tractors (16% market share of the tractor market in India).

Can wait for a 15% to 20% correction before buying. A detailed analysis is available on my blog.

 

This will happen soon I am happy to see this reform shortly.

 

hi
im new
My list:
MCX, DCB, Granules, Ajanta pharma

 

Pharmaceutical CDMO Company​

• A CDMO business is a company that serves other companies in the pharmaceutical industry on a contract basis to provide comprehensive services from drug development through drug manufacturing. This allows major pharmaceutical companies to outsource those aspects of the business, which can help with scalability or can allow the major company to focus on drug discovery and drug marketing instead.
  
  Big Pharma companies are increasingly trying to develop alternative options for the US and Europe (given the high cost of manufacturing) and China (given the unpredictability associated with it).

• Management Commentary: "We see several tailwinds in our business and as we start getting our new capacity on-stream, we expect revenues and profitability to grow faster in next several years. Our strong customer relations, new business opportunities as well as healthy product pipeline will enable us to renew our growth trajectory over the medium to long term."

• The company is into pharmaceutical sector and is a CDMO player. The company trades at reasonable valuation and hence there is good margin of safety.

• The company has a long history of decent performance both in terms of sales and operating margins.

• Over the next 5 years sales are expected to compound at 15% CAGR and reach 3000 crores. As per the management EBIDTA margins will be around 24% which can lead to 350 crores of net profit.

• P/E of 25 can lead to market capitalization of 8000 crores. Current market capitalization is just 2000 crores.

• By 2025, we expect the company's stock price to increase by 4 times from the current price.

Click Here to Download​

 

I fully concur with your above comments and choices

 

Cochin shipyard valuations comparatively reasonable