HG Infra has a diversified orderbook of ₹15,642 Cr (2.9x TTM book to bill) which will translate into robust revenues & earnings growth. It is also...
ICICID says the US' Biosecure Act which seeks to restrict Chinese biotech cos operating in the US could provide a significant opportunity for...
Nifty 12 month target is 27,500 (+12%). There is greater macro-economic stability, firm political mandate, thrust on policy continuity. Commodity...
Hindalco has shown robust performance. Profitable growth lies ahead due to strategic capacity expansions at Novelis & Indian operations, robust...
NCC is a key beneficiary of the tailwinds in the buildings, roads, water, mining and electrical segments. Consolidated order book is well...
Coal India is well poised for profitable growth. Coal is cornerstone of India’s energy requirement. Healthy volume growth on anvil,...
Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent. Capacity led expansion will propel topline growth. Capital efficient...
Piramal Pharma is a conviction pick. Co is at critical inflection point. Overall improvement is expected as CDMO momentum continues. Complex...
Spandana has huge growth opportunity & anticipated improvement in business fundamentals. AUM is ₹9784 crore with customer base of 27 lakh...
HPL Electric is set to thrive on “Smart Meters” opportunity. Govt is targeting installation of 25 crore smart meters to reduce distribution...
Market Strategy & Top 7 Stock Picks for 2024 with up to 30% upside. Nifty earnings grew 22% CAGR over FY20-23 & expected to grow at 16.3% CAGR...
Top Stock Picks For CY24 with up to 36% upside. Nifty CY24 target is 24700. There is a glaring resemblance with the CY04-CY07 bull run. Election...
DCB Bank is a new generation private sector bank offering a comprehensive range of financial products. It has a niche in mortgage lending. It is...
Cochin Shipyard has strong revenue growth visibility with order backlog of ₹22000 Cr & is expected to witness significant YoY growth in revenues &...
Nifty 1-year forward target is 21500 (20x FY25 EPS) due to robust corporate earnings (16.5% CAGR) & Growth-Inflation dynamics (6-7% growth with 5%...
EIL is a High Conviction Buy Idea. Strong growth available at attractive valuations. Healthy order book provides strong revenue visibility....
ACE is a high conviction Buy idea. It is well positioned to benefit from strong industry tailwinds. Operational & financial performance likely to...
VSSL’s aim is to make it big in the special steel domain with backing of Aichi Steel Corp. It has controlled leveraged B/S (Debt: Equity 0.2x as...
Mayur Uniquoters is a conviction idea. Its' gestation period has ended, seeds are sown for high growth trajectory. Debt-free with cash of 180Cr,...
PNC Infratech is a strong executor in roads & water infra segments. It reported 30.6% revenue CAGR in FY18-23; operating margin of 13-14% & robust...
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