Trent is a high-conviction top pick. It has a higher revenue CAGR than leading retail cos led by store expansion under Zudio & rising rev per sq ft at Westside. It is adding organic growth engines which have potential to drive further upside. TP ₹9250 (21.5%)
Trent is a high-conviction top pick for Target Price ₹9250 (21.5% upside)
Skipper is India’s largest & the World’s only integrated Transmission & Distribution (T&D) company present across the entire transmission chain. Healthy order book of ₹5,844 Cr gives multi year Revenue Visibility. Balance Sheet is robust. TP ₹600 (+44%)
Skipper is India’s largest & the World’s only integrated T&D Co. Target Price ₹600 (44% upside)
Dipan Mehta says he has sparkling multibaggers Inox Wind, Zomato, Action Construction, PolyMed, Dixon & Amber Industries in his portfolio which have given unbelievable returns. He has 10-15% cash to invest more in a dip. Indigo & Indian Hotels are top picks https://m.economictimes.com/markets…in-a-booming-market/articleshow/113658226.cms
Lumax Auto is well diversified & poised for healthy growth. It has lean B/S with Debt: Equity of ~0.4x. It also has a capital efficient business model with ~17% RoE which is expected to improve 20%+ which should drive re-rating of the stock. TP ₹750 (30%)
Lumax Auto is well diversified & poised for healthy growth. Target Price ₹750 (30%)
Ashish Kacholia is bullish about Data Centers & Gen-AI & is investing ₹30 Cr in E2E. M-Cap is ₹4200 Cr. Promoters hold 60%. RoE is 26%. Profit growth is 54%. Co supplies NVidia GPUs for AI developers & says Gen-AI market could grow at 42% CAGR & be worth $1.3 Trillion in 10 yrs
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Ashish Kacholia is bullish about Data Centers & Gen-AI & is investing ₹30 Cr in E2E
GAIL is trading at 11.6x Mar-26E EPS, only 1% premium to five-year average despite stronger volume growth outlook in core business of gas transmission. Adjusting for value of investments, stock is trading at inexpensive 8.8X FY26E earnings. TP ₹260 (23%)
GAIL is trading at nexpensive 8.8X FY26E earnings. Buy for target price of ₹260 (23% upside)
APSEZ is expected to outpace India's overall growth, driven by a balanced port mix along India's western & eastern coastlines & a diversified cargo mix. The Co continues to invest heavily in the port and logistics business to drive growth. TP ₹1850 (+31%)
Senco Gold has significant re-rating scope. It is trading at a 45-55% discount to Titan/Kalyan & at ~25% discount to P N Gadgil. Given the strong execution & growth prospects the steep discount is unwarranted. Buy for TP ₹1600 (+14%)
Stovekraft is a challenger brand gunning for leadership position. It is growing significantly ahead of peers & is a market leader in several products. It has huge operating leverage play. Valuation is attractive, 35% EPS CAGR, robust FCF. TP ₹1350 (+56%)
Buy Stovekraft for target price of ₹1350 & 56% upside potential
BHFL is in a league of its own with focus on the ‘desirable’ sweet spot of Rs 5mn which addresses 65% of home-loan aspirants. Co aims to be among top-4 mortgage players. Focus is on building a low-risk balance sheet with strong return ratios. TP ₹210 (27%)
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