Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala
  • Amara Raja is in the value zone with attractive risk reward
    Amara Raja is in the value zone with attractive risk reward. It has a strong presence in the duopolistic lead acid battery market. Long term prospects are promising. Balance Sheet is healthy & net cash positive. Inexpensive valuation. TP ₹900 (27% upside) Download research report... Amara Raja is in the value zone with attractive risk […]
  • Buy PITTI for target price Rs 915 (40% upside)
    Buy PITTI for target price Rs 915 (40% upside). Order book has significantly improved by 149% YoY. Revenue expected to grow at CAGR of 13%. EBITDA expected to grow at 13% CAGR. Profitability expected to grow at CAGR of 38%. ROE & ROCE to grow 25.8% & 26.7 Download research report... Buy PITTI for target […]
  • Review of 9 Specialty Chemical Stocks + 3 Buy Recommendations
    Review of 9 Specialty Chemical Stocks + 3 Buy Recommendations. Structural story of industry remains strong. Due to strong domestic demand & growing reliance on India by international customers rapid growth in this sector is expected as conditions stabilize Download research report... Review of 9 Specialty Chemical Stocks + 3 Buy Recommendations

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