Saregama: Stock Analysis
SAREGAMA VALUATION BASE CASE SCENARIO BEST CASE SCENARIO Saregama, a part of the RP-Sanjiv Goenka Group, a large conglomerate, is one of the oldest music label companies from India, among the likes of T-Series, Tips, Balaji Telefilms, etc with large intellectual property portfolio of 150K+ songs, 70+ films and web series, 6K+ hours of television […]
SHOULD YOU INVEST IN NYKAA?
NYKAA TOP-DOWN ANALYSIS India is projected to become a ₹2,474 billion beauty and personal care opportunity by 2027 from ₹1506 billion in FY22 TOTAL ADDRESSABLE MARKET IN BPC FOR NYKAA The online BPC market is expected to grow at 29% CAGR over the next 5 years to ₹799 billion in 2027 from ₹227 billion in […]
Why Top Stocks Facing Downfall Before Elections? | Rajat Sharma On Top Trades | ET Now
ALSO READ: Whether there is a 10% correction or a 30% crash, market to bounce back in 8-10 months: Rajat Sharma
7 Mid and Small Cap Stocks
ABOUT THE REPORT The report contains a list of 7 mid and small cap stocks which you can buy both as lumpsum investments and (ideally) on dips over the next 12 months. Stock with lowest Market Capitalization – Rs. 580 Crores Stock with highest Market Capitalization – Rs. 46,000 Crores You can buy this report […]
The Next Big Thing for Indian Pharma Stocks – Fat Loss Pills
Until about a decade back, FMCG and pharma stocks were considered the most lucrative investment options. Over the past 10 years however, pharma stocks have underperformed the broader markets. The sector as a whole has genereated a lot of interest in recent times. This is partly on account of its performance over the past 12 […]
Why is Unitech Stock Rising?
Unitech got into financial constraints and mismanagement as has been alleged sometime from 2013-2014 onwards, which resulted in non-delivery of sold units to the Homebuyers. This followed litigation at various fora and the promoters were lodged in jail in 2017. Finally, the Supreme Court intervened, which led to the supersession of the erstwhile management, replaced […]
Mold-Tek Packaging- Proxy play for FMCG and Pharma
VALUATIONS We maintain a positive view on Mold-Tek Packaging. Our Call – Buy We expect a 36% upside due to the company’s earnings being at an inflection point. Mold-Tek Packaging is expected to show superior volume growth and margin improvement, supported by capacity expansion and an improved revenue mix. We anticipate a robust PAT CAGR […]
Genus Power Infrastructure- Stock Analysis
Valuations- The company has guided for 1200 cr revenue and 16-17% margins in FY 24, at current valuations available at 4.73X Book and 36X EBDITA for FY 23. If the management fulfills its guidance, they are expected to generate around 192Cr EBITDA. Based on the company’s consistent track record of generating returns with a median […]
SULA VINEYARDS – STOCK ANALYSIS
Sula Vineyards – Industry leader with over 52% market share in the unfortified wine and 61% in the Elite and Premium segment. PEER COMPARISON INCOME STATEMENT VALUATIONS Sula Vineyards is trading at a cheap PE Multiple of 48.67, compared to its closest peers and is available at a PEG of 1.32. The company is currently […]
WHY DEEPAK NITRITE IS DOWN BY 25%- STOCK ANALYSIS
Deepak Nitrite Limited is one of India’s fastest growing and trusted chemical intermediates company with a diversified portfolio that caters to multiple industries with numerous applications. These products are widely used across end-user industries such as pharma, agrochemicals, plywood, paints, etc, and serve as building blocks /key raw materials for further processing into various other […]