INVESTMENT RATIONALE Titan Company is on track to achieve the jewelry revenue guidance of 2.5x FY22 revenue by FY27, implying an impressive CAGR of 20%. Despite Titan’s current high trading multiple of 102, there is optimism based on the potential increase in...
Gulf Oil Lubricants India CMP- 735 (12-01-24) Gulf Oil Lubricants is the fastest-growing lubricant major in India. It is India’s 2nd-largest lubricant company after Castrol Gulf Oil achieved 10-12% CAGR volume growth in the last decade, significantly...
Established in 1986, Vascon Engineers Ltd is a Construction Engineering Company in India, with presence in real estate business having an asset-light model and Clean Room Partition manufacturing business. CMP = Rs. 74 Disclaimer: Invested The company operates in 3...
Before you make and execute your list of stocks to buy remember 3 things: Markets are expensive. Markets have been rising for 8 consecutive years (i.e. every year from 2016-2023). Have at least 35% of your portfolio in fixed-income instruments (these securities will...
UPDATE: 1 February 2024 – Yesterday, RBI imposed certain sanctions against paytm whereby it restricts Paytm from offering certain key services from 29 February 2024. These mainly include – Paytm payments bank credit transactions. While this will have a...
Lupin Q4 Results: Lupin limited will declare its Q4 results on May 10, 2023 CMP: 710 View: Buy Target: 1210 (12 months) What to watch out for – Revenue growth & commentary with regard to expansion and USFDA observations. Disclaimer: I, and all my clients...
