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...
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...
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