Vishal Mega Mart is a play on rising aspirations in Tier 2+ India. It is a one-of-a-kind retailer catering to the ~₹70t opportunity & has a long...
Laxmi Dental is India’s only fully integrated provider of dental solutions. It has an extensive B2B2C network. Business encompasses three...
JSWINFRA ended FY25 on a strong note, delivering robust growth in cargo volumes, revenue & profitability. It is expected to strengthen its market...
PFC's structural growth is intact despite near-term recalibration. CAGR of ~12%/8% in AUM/PAT over FY25-27E, with RoA/RoE of 3%/18% in FY27E is...
Galaxy Surfactants is scaling with strategic clarity & focus. It has an ambitious but well-structured 5-year growth roadmap to double its volumes...
Time Technoplast has strong growth prospects, improving return ratios & attractive valuation. It is a leader in industrial packaging with marquee...
Radico has been one of the best-performing stocks among consumer names with 25x return over last 10 years & 8x return over last five years....
Blue Jet Healthcare is ascending the value chain. It has niche product offerings in Contrast Media & Pharma Intermediaries & API & has established...
Raymond Lifestyle's valuation, after the correction, appears attractive. There are signs of improvement, with stronger secondary sales & increase...
POLYCAB remains market leader in the C&W industry, benefitted from continuous capacity expansion and a strong margin trajectory. FMEG turns...
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...
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