Sobha is top pick in the premium housing space with strong recall, expanding geographic footprint & improving financial metrics. Key near-term...
Trent remains a stellar business. However, the ask from the business is too high (from a valuation stencil). Westside seems to be showing signs of...
4 High Conviction PSU Banking Stocks with favourable risk-reward. PSBs are on the cusp of a structural reflation in their core profitability...
Siemens Energy India (listing tomorrow after demerger) captures the maximum value among its peers. Highly profitable business with 22.6% EBITDA....
Ather's two-wheelers are on par, if not superior, to 2Ws of TVS Motor & Bajaj Auto. It has market share of 13.4%. It will remain one of the...
Pharmaceuticals Sector Update: Impact on Pharma & Healthcare Cos of Trump’s Executive Order to bring the prices for prescription (Rx) drugs in...
25 stock picks with strong growth potential, sustainability, reasonable valuations & diversified across sectors. Only those cos that meet rigorous...
PEPL is readying for a comeback. It has a well-diversified model with strong mix of annuity & residential asset. Moat lies in acquiring land at...
Stylam has strong revenue visibility from upcoming plant. Mgmnt is targeting to double revenue in 4 years. Govt may levy anti-dumping duty on...
Radico Khaitan is a high-conviction buy. Good times are here to stay. Co is likely to be significant beneficiary of UP's new excise policy for...
Quess Corp has value creation via formalisation & demerger. The demerger into 3 independent entities will result in (1) value unlocking for each...
IPCA Labs’ brand-building strength will drive outperformance. Synergies from Unichem integration will accelerate earnings. IPCA will trade at...
The fit between Sudarshan & Heubach is perfect. Having a global scale is essential for success in the pigment business. Sudarshan has access to...
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...
Stylam is top pick in building materials. It has industry-leading growth (~2x vs industry), EBITDA margin (~20%), healthy balance sheet (net cash)...
GAIL is trading at 11.6x Mar-26E EPS, only 1% premium to five-year average despite stronger volume growth outlook in core business of gas...
Federal Bank has broken through midsized banks league. It has a shock-proof balance sheet. Key challenge lies in leveraging its formidable balance...
Thangamayil Jewellery is entering a golden era & is a high-conviction buy. It is the D-Mart of the jewellery retail sector. ROE will improve to...
MCX commodity F&O options volumes are witnessing strong growth but is still in its infancy when compared to equity derivative markets. MCX will...
Sobha has operational excellence & market leadership with a vision of market expansion. Demand is robust. Top-notch execution to drive pricing...
Separate names with a comma.
