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...
Avalon stands out in the EMS landscape as the only player with a significant manufacturing presence in the US. It is successfully navigating...
APSEZ is expected to outpace India's overall growth, driven by a balanced port mix along India's western & eastern coastlines & a diversified...
SENCO is one of the most promising players in the organized retail jewelry market. It is strategically expanding its presence in eastern markets &...
SENCO is one of the most promising players in the organized retail jewelry market. It has a pan-India presence with a strong network. It is...
Sobha has 190msf of land reserve valued at ₹90b which provide strong growth visibility (25-75 years of monetization). Co trades at 8.5x FY25E...
Mankind Pharma is unlocking new vertical through BSV acquisition. It has access to a high-entry barrier business with multiple moats, healthy mix...
L&T Finance has consistently delivered strong growth. It has invested in process automation, security & customer journeys. This, along with...
SOBHA is the top idea for CY24. Co has vast land reserves which provides growth visibility. Project launches in Bengaluru & Tamil Nadu will drive...
Top 6 PSU Banks to buy. PSBs are poised for re-rating 2.0. PSBs have transformed themselves into better and more sustainable franchisee, have...
Sonia Shenoy, who is known for her nuanced political and economic views, rightly pointed out that financial and political stability is what the...
Nifty is trading at a 13% discount to its 10-year average. This provides valuation comfort. Last year's stock recommendations heavily outperformed...
APL Apollo's new Raipur plant will manufacture value-added products which will be unique for world and for India which will lead to strong volume...
Indian Hotels: Strong momentum to continue in FY23-25 led by a) further improvement in ARR & occupancy due to favorable demand-supply dynamics b)...
14 Top stock picks for 2023 from diverse sectors such as IT, Banking, FMCG, Autos, Hospitals, Realty, Hotels, Defence, Retail, Cement, Agro-Chem &...
Indian Hotels is rapidly scaling up margin-accretive new business. These business are high margin accretive with high growth runway thereby...
Separate names with a comma.
