The fit between Sudarshan & Heubach is perfect. Having a global scale is essential for success in the pigment business. Sudarshan has access to...
Ambit has issued a SELL recommendation on Bajaj Housing for the target price of ₹85 (39% downside). Co is quoting at 5.2x FY26E BV which is a 104%...
Dolly Khanna has increased her holding in Prakash Pipes from 2.91% to 3.79%. Investment is worth ₹49 Cr. Mukul Agrawal holds 2.51% worth ₹33 Cr....
KAYNES is rapidly scaling up its smart meter business to tap the huge 250m (INR750b) smart meter market over the next few years. Smart meters are...
Vijay Kedia has increased his holding in Precision Camshaft from 1.16% to 2.10%. Investment is worth ₹51 Cr. M-Cap is ₹2500 Cr. Promoters hold...
Prashant Jain's 3P Fund & Vikas Khemani's Carnelian Fund have invested in newly listed Interarch Building Products. IPO was at ₹900. M-Cap is...
IREDA's business growth & margins are aided by Govt’s focus on renewable sector. Foray in retail segment is aiding delivery of steady return ratio...
Oil India is a strong conviction BUY. It is a unique play to benefit from the strong multi-year uptrend in both upstream & refining. Share price...
Goldman Sachs has flagged 3 concerns 1) CPCB-IV transition has made diesel gensets 15-25% more expensive &with competitors introducing more SKUs...
Avalon stands out in the EMS landscape as the only player with a significant manufacturing presence in the US. It is successfully navigating...
JTL Industries has ascended as the fastest-growing co propelled by robust sectoral dynamics, augmented production capacities & strong offtake. Its...
TRIL: HV power transformer manufacturers are seeing a Goldilocks phase of T&D cycle - high demand (domestic +exports) coupled with short supply...
ValueQuest Moat Fund has invested in 1.17% of MSTC worth ₹59 Cr. Govt holds 65%. M-Cap is ₹4900 Cr. Co earns by conducting auctions (e-commerce)...
Skipper has presence across the T&D ecosystem & is poised for a powerful performance. It stands to benefit immensely from domestic & export order...
Ashish Kacholia has invested ₹60 Cr in 2.52% of Jyoti Structures. M-Cap is ₹2400 Cr. Co was rescued from insolvency by Sharad Sanghi of Netmagic....
Jubilant Pharmova has a diversified & unique business model with new growth drivers & multiple triggers. It has growth visibility & revenue...
Thangamayil Jewellery is a high-conviction BUY. It is the D-Mart of Tamil Nadu's jewellery retail sector. Significant rerating is expected as the...
Aeroflex is a conviction pick riding on multiple tailwinds. Well positioned to benefit significantly from healthy global demand of flexible flow...
Vikas Khemani's Carnelian Fund has invested ₹40 Cr in R Systems. Co has expertise in product engg, Cloud, AI & Automation. Blackstone group are...
Prashant Jain's 3P Fund has invested ₹22 Cr in newly listed Diffusion Engineers. IPO was at ₹168. 3P bought for ₹203. M-Cap is ₹700 Cr. Co mfgs...
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