Jagsonpal Pharma has investments by Mukul Agrawal (₹28 Cr), Lincoln Coelho (₹19 Cr) & Sanjay Dangi (Authum) (₹23 Cr). M-Cap is ₹1600 Cr. Promoters hold 68%. Co is Debt-Free. RoCE is 18%. It has a portfolio of drugs focusing on Gynecology & Orthopedic with many leading brands
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Aptus has significant headroom for growth due to housing shortage in tier II – IV cities & Govt initiatives. Co is confident of strong AUM growth & stable asset quality. Its core strengths & prudent underwriting practice provide comfort. TP ₹425 (25%)
Aptus has significant headroom for growth due to housing shortage
PCBL's stock price correction offers a good entry point for long term wealth generation. It has organic levers of growth, healthy margin & RoE profile (~15%+), robust cash flow generation. Inexpensive valuation vis-a-vis promised growth. TP ₹600 (+45%)
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PCBL's stock price correction offers a good entry point for long term wealth generation
Top Picks Basket of 16 Stocks (8 Large-Cap, 5 Mid-Cap & 3 Small-Cap) for Nov '24. The Basket has delivered return of 329% since inception (May’20) vs 162% return delivered by NIFTY Index over the same period due to thematic approach to Top Picks selection
Shalby is a multi-specialty hospital chain with expertise in joint replacement. It is making right strides with calibrated growth based on big ticket expansion in metros & tier I cities & asset-light franchisee expansion in tier II-VI towns. TP ₹310 (35%)
Shalby is a multi-specialty hospital chain with expertise in joint replacement
DLF has strong growth prospects due to strong sectoral tailwinds, record low inventory, greater preference for branded luxury, extensive launch pipeline & expansion in its annuity portfolio. Strong Balance Sheet with consistent cash flow. TP ₹1081 (+30%)
DLF has strong growth prospects. Buy for target price of ₹1081 (30% upside)
Aditya Birla Capital has demonstrated solid performance, achieving strong growth in the loan book while maintaining asset quality. Management has reiterated guidance on both growth & credit cost fronts. Lending business expected to grow at 30%. TP (+37%)…
Aditya Birla Capital has demonstrated solid performance. Buy for target price of ₹280 (37% upside)
Arvind Smartspaces is positioned at a transformative point from which exponential growth is expected. Co is confident of achieving its guidance of 30-35% growth in pre-sales. Balance Sheet is strong with low leverage. Buy for target price of ₹1085 (+40%)
Arvind Smartspaces is positioned at a transformative point. Target Price is ₹1085 (40% upside)
Coal India is the largest coal producer globally. It is a 'Maharatna' PSU. It has superlative return ratios (RoCE’s at ~30%+), healthy net cash positive Balance Sheet and a robust dividend yield (~6%). Buy for target price of ₹585 (33% upside)
Archean is on the right track to expand into critical, value-added products. Expansion into bromine derivatives & strategic investments into semiconductor & energy storage system highlight Co's intent to move deeper into the value chain. TP ₹943 (+58%)
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