(2/n)
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Angel One: Major discount broker and wealth manager, entire industry set for big tailwinds for decades
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UGro Capital: Targets MSME for loans to fill the credit gap, management full of people with very valuable experience of industry.
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Infibeam Avenues: Provides payment gateway, setting up team to create AI-based solutions for different use-cases, recently acquired Reddifmail
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PayTM: Risky one, but could benefit from recenlty announced ULI if management plays it well.
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Sky Gold Ltd: Small-cap Jewellery designer, seems like a better way to play this sector rather than any retail chain.
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Dixon Technologies: Major smartphone/laptop/TV (and many other) manufacturer, some call it Foxconn of India
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Honasa Consumer: Parent company of MamaEarth/Aqualogica/BBlunt etc. Not a crazy grower but could be a decent compounder over long-term
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Exicom Tele-systems: Major EV charger player, recent acquisitions/JVs can help it become a big name if EV cycle plays out well.
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UnoMinda: One of the most diverse Auto ancillary co. in India, growing and expanding at a good pace.
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Ola Electric: More than it’s EVs, it’s Battery manufacturing business seems lucrative. It’s Gigafactories should provide an edge if management fixes consumer issues.
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Olectra Greentech: Pure-play electric bus players, new factory should be running at full capacity of 5000 buses anually in 1-2 quarters(order of more than 10K buses).
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Gensol: Becoming major EPC player in new-energy related projects (solar/hydrogen/BESS), also creates solar trackers, about to launch Gensol EV.
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Himadri Speciality: Produces carbon materials, acquired Birla Tyres (about to relaunch), setting up Li-ion battery components plant.
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