HAL is a market leader in aerospace defense. Order book is strong at ₹1.8t along with a promising prospect pipeline of ₹6t. Co is transitioning to...
PEPL has diverse portfolio with presence in residential, office, retail & hospitality segments. Commercial rental income to clock 53% CAGR....
Varun Beverages is expanding boundaries, elevating innovation & strengthening tomorrow. It has strong fundamentals & potential for future growth....
GAIL's valuations are compelling. Share price has corrected 30% over the past 5 1/2 months and now trades at 8.1x SA 1 yr fwd P/E (excl. listed...
Adani Ports is well placed to continue outpacing industry growth & gaining market share. Logistics business will serve as a value addition to the...
BEL is market leader in the highly specialized defense electronics market with 60% share & is well equipped to benefit from large defense platform...
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...
Shriram Finance is a beacon of resilience & opportunity. It is the top pick in NBFCs. Execution as merged entity is superior to peers. Valuation...
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...
Raymond Lifestyle has multiple growth drivers. It boasts legacy of established brands such as Park Avenue. However brands remain under-penetrated...
PNB Housing is undergoing a transformation to morph into a franchise that will be stronger, more resilient & with high predictability in earnings...
Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin...
Adani Ports is very well placed to continue to outpace industry growth & gain market share. The integration of the logistics business with the...
SOBHA’s ~190msf of land reserve is valued at ₹90b, assuming 25-75 years of monetization. The Co trades at 8.5x FY25E EV/EBITDA (based on FY25E...
Power Grid has 50-60% market share in Inter-State Transmission Systems. Total capex potential is ₹6.6T. It is well placed to execute 6 upcoming...
AVALON's long-term revenue trajectory will continue to be strong due to 1) the addition of new customers in the US & Indian markets & 2) order...
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...
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...
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