I ll post the details later ( due paucity of time ). However, in this otherwise richly valued Mkt some ideas that one may look at include –
Popular Vehicles and Services ( a largely stable business operating dealerships for sales and service of Maruti Suzuki – PV/CVs, Ather EVs, Piaggio EVs, JLR, Bharat Benz and Tata Motors CVs)
Branded Pharma names like – Alkem, Ajanta
Insecticides India ( Company likely to see an earnings upturn after bad FY 23 + 24 )
SEAMEC Ltd – likely to see an uptick in order flow and utilisation levels wef FY 25
Yatharth Hospitals – trading at not so expensive valuations vs peers
Advanced Enzymes – guiding for a margin expansion going into FY 25, 26. Their margins are already quite healthy
Windlas Bio, Innova Captab – may see a lot of contract manufacturing business coming their way
One can have a look at these
Disc: these r just my views, I am biased, Not SEBI registered
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