Canfin Homes has been the best in class HFC player with a robust business model & underwriting practice, which resulted in healthy earnings growth...
MCX is the leader in commodity derivatives exchanges with ~98% market share. Its dominant market share & asset light business model enables it to...
BEL is market leader in the highly specialized defense electronics market with 60% share & is well equipped to benefit from large defense platform...
Oberoi Realty is entering key micro markets like Delhi NCR. It has strong Cashflows, Low Leverage, financial discipline & ability to stay solid...
SSWL is targeting existing aftermarket wheel customers for cross-selling alloys in international markets, indicating strong growth potential. Co...
HAVELLS INDIA is preferred pick in Consumer Durables. It is gaining market share in most categories over the past several quarters & is poised to...
Aeroflex is expected to deliver strong CAGR in revenues & PAT due to strong traction in markets, new capex & expansion in margins. Lean balance...
Quess Corp has value creation via formalisation & demerger. The demerger into 3 independent entities will result in (1) value unlocking for each...
LTIMindtree has asymmetric risk-reward potential. It is the top pick for CY25 backed by its significant exposure to BFSI & Hi-tech verticals-both...
HDFC AMC sees improvement in yield, cost control boost margins. Increasing share of equity in overall AUM will help to mitigate potential decline...
Madhu Kela & his Cohesion MK Fund have invested in 4.5% of Indostar Capital worth ₹152 Cr. M-Cap is ₹3400 Cr. Promoters hold 74%. Brookfield of...
Shriram Finance is a beacon of resilience & opportunity. It is the top pick in NBFCs. Execution as merged entity is superior to peers. Valuation...
Ashish Kacholia's Bengal Finance has invested in 1.53% of Yuken which is worth ₹21 Cr. M-Cap is ₹1350 Cr. Promoters hold 56%. Yuken Kogyo Japan...
Kaynes is one of the fastest-growing EMS cos with diversified exposure to end-user industries across 7 high-growth sectors. Revenue CAGR over...
Page Industries is on the road to recovery; long runway for growth ahead. Its excellent track record, strong earnings growth potential (~20% EPS...
Patel Engineering is an engineering behemoth. Order book is ₹191bn (4x TTM revenue). It is a major beneficiary of Infra capex for hydro plants....
Narayan Murthy's Catamaran & Madhu Kela are bullish about IRIS Business Service. Catamaran holds 1.51% worth ₹16 Cr while Kela holds 5.36% worth...
Dolly Khanna has invested ₹30 Cr in 1.07% of Stove Kraft. Ashish Kacholia, Suresh Kumar Agarwal & Vanaja Sundar Iyer hold big stakes. M-Cap is...
Top 9 Stock Picks with up to 41% upside. Earnings growth expectations are muted with ongoing challenges such as slowing macroeconomic environment,...
Latent View is a Proxy play on Data Analytics growth. It has 30+ Fortune 500 clients like Adobe, Uber. Industry tailwinds position well for...
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