Women have stormed into Dalal Street, the last male bastion. Led by Dolly Khanna and Rekha Jhunjhunwala, they are raking in multibagger gains. We need to urgently follow their illustrious footsteps or be left stranded
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- Mankind Pharma is unlocking new vertical through BSV acquisitionMankind 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 for Target Price of ₹210 (42% upside)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)
- L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)L&T Finance has consistently delivered strong growth. It has invested in process automation, security & customer journeys. This, along with partnerships with e-aggregators, should lead to a stronger & more sustainable retail loan growth. TP ₹230 (25%)... L&T Finance has consistently delivered strong growth. Target Price ₹230 (25%)
Recent Posts
- Mankind Pharma is unlocking new vertical through BSV acquisition. Buy for target price of ₹2650 (24% upside): Motilal Oswal
- Zen Technologies is a niche defense play! Buy for target price of ₹1775 (31% upside): Motilal Oswal
- Ratnaveer Precision Engineering is expected to show strong earnings growth of ~55% CAGR over FY24-26E. Target price is ₹245 (33% upside): ICICI Direct
- Budget Review 2024-25 by ICICI Direct
- Pre Budget Expectations 2024-25 by HDFC Securities
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