Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent. Capacity led expansion will propel topline growth. Capital efficient business model with 11% EBITDA margin & ~14-17% return ratios profile. Inexpensive valuations. TP ₹ 330 (40%) https://rakesh-jhunjhunwala.in/stee...-target-price-of-₹330-40-upside-icici-direct/... Steel Strips Wheels is on a steady growth trajectory, re-rating is imminent

Mankind Pharma is unlocking new vertical through BSV acquisition. It has access to a high-entry barrier business with multiple moats, healthy mix of domestic & intnl segments & sustainable EBITDA growth of 27%. EPS-accretive from 2nd year. TP ₹2650 (+24%)... Mankind Pharma is unlocking new vertical through BSV acquisition

Piramal Pharma is a conviction pick. Co is at critical inflection point. Overall improvement is expected as CDMO momentum continues. Complex Hospital generics is a niche & steady business. Margin is improving. Balance sheet stress is waning. TP ₹210 (42%) https://rakesh-jhunjhunwala.in/piramal-pharma-is-at-critical-inflection-point-and-expect-overall-improvement-as-the-cdmo-momentum-continues-buy-for-target-price-of-%e2%82%b9210-42-upside-icici-direct/... Piramal Pharma is a conviction pick for Target Price of ₹210 (42% upside)