Budget 2018 Top Picks By Stewart & Mackertich (SMIFS)

Budget Top Picks

Hindustan Unilever Ltd

Hindustan Unilever Ltd is India’s largest FMCG company with leadership in Home & Personal Care segments. With over 35 brands spanning 20 distinct categories such as soaps, detergents, shampoos, skin care, toothpastes, deodorants, cosmetics, tea, coffee, packaged foods, ice cream, and water purifiers, the Company is a part of the everyday life of millions of consumers across India. Its portfolio includes Lux, Lifebuoy, Surf Excel, Rin, Wheel, Fair & Lovely, Pond’s, Vaseline, Lakmé, Dove, Clinic Plus, Sunsilk, Pepsodent, Closeup, Axe, Brooke Bond, Bru, Knorr, Kissan, Kwality Wall’s and Pureit.

Mahindra & Mahindra

Mahindra & Mahindra manufactures automobiles, firm equipment and automotive components. The company’s automobile products include light, medium, heavy commercial vehicles and utility vehicles. It also manufactures agricultural tractors, agricultural implements, internal combustion engines, industrial petrol engines, spare parts and machine tools. When it comes to agricultural segment, M&M is the undisputed leader with a staggering market share closer to 50%.

Rallis India Ltd

Rallis India Ltd, a subsidiary of Tata Chemicals, is one of the leading agrochemical companies of India with a history of around 160 years. Its core business is crop protection. The company undertakes contract farming and also exports technical-grade pesticides, branded formulations across the world. Rallis also has marketing alliance with several multinational agrochemical companies and is a preferred partner for contract manufacturing by leading global corporations.

L&T Technology Services Ltd

L&T Technology Services is a leading global ER&D services company, backed by the rich Engineering expertise and experience of parent company, Larsen & Toubro Limited. They are the only Indian pure play engineering R&D Company of its kind to offer ER &D services and solutions to all major industries viz. Transportation, Industrial Products, Telecom & Hi-Tech, Medical Devices and Process Industry. With a strong focus on digitalisation, the Company is well equipped to provide smart solutions for city surveillance, intelligent traffic management systems, transport and logistics, as it partners the Indian Government in its Smart City mission, among other key national initiatives.

Jk Tyre and Industries Ltd

JK Tyre & Industries Ltd. (JKIT) is an India-based company engaged in the business of manufacturing of automotive tires, tubes, and flaps, the Company had an installed capacity of 9.861 million automotive tires and 1.382 million automotive tubes. They have annual capacity of 32mn tyres with 12 manufacturing plants globally and wide range of products with a presence in over 105 countries. Currently they are dealing with vast distribution and service network with over 4,000 dealers in India.

SH Kelkar & Co Ltd

S H Kelkar is the manufacturer and exporter of Aroma/Perfumery/Fragrance/Flavour chemicals as well as Fragrances/Perfumes and Flavours. It has a long standing reputation in the fragrance industry developed in 90 years of experience. Its fragrance products and ingredients are used as a raw material in personal wash, fabric care, skin and hair care, fine fragrances and household products. Its flavor products are used as a raw material by producers of baked goods, dairy products, beverages and pharmaceutical products. The Company has a diverse and large client base of over 4,100 customers including leading national and multi-national FMCG companies, blenders of fragrances & flavors and fragrance & flavor producers.