Azad Engineering stands at an interesting juncture & has a long runway ahead. Its journey has just begun. Co may sustain its high earnings...
Eureka Forbes is progressing well across parameters of growth, margin & cash generation. Investment strategy has shifted towards development of...
TCIL is a good opportunity in the logistics sector. Margin improvement is in store. Additional thrust from JVs to improve earnings. Revenue/EPS...
Cyclical pain of Specialty Chemical stocks may aggravate. Review of 12 stocks (SRF, Navin Fluorine, Gujarat Fluoro, Clean Science, Tatva Chintan,...
Review of 12 Specialty Chemicals stocks (SRF, Navin Fluorine, Gujarat Fluoro, Archean Chem, Clean Sciences, Tatva Chintan, Galaxy Surfactants,...
Five Star has more than 2 decades lending experience in small business loans & become a formidable player. It is uniquely positioned to capture...
SMEL offers a unique business model. It is focusing on going down the value chain, filling gaps left by major players. The diversification is also...
Suzlon is market leader in wind power by wide margin. Industry is growing at 35% CAGR. Debt:Equity is merely 1x debt/EBITDA. It is best equipped...
GAIL's valuation of <7x FY24E EPS & just 5.3x EV/EBITDA is overly pessimistic & ignores its solid business model & strong long-term prospects. It...
Buy Piramal Pharma for TP of 200 (42% gain). Growing req for development services (complex regulatory processes for new drugs), high entry...
SBI is firing on all cylinders. Q2FY23 earnings surpassed expectations by wide margin. Beat was across operating metrics crossing 1% RoA & 17%...
Analysis of the prospects of 11 Top Specialty Chemicals companies such as SRF, Navin Fluorine, Gujarat Fluorochem & Chemplast Sanmar with Buy,...
Hindustan Aeronautics has strong order visibility and competitive positioning. Orderbook is Rs 850bn & expected to be Rs 1,500bn over next 3...
Repco is currently undervalued. It trades below FY23E book & at 3.4x FY23E earnings & is available at <0.1x AUM. Under new leadership, growth...
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