Investment Planning

HSIL is an established player in the sanitary ware business where it enjoys a good 40% market share. HSIL has been giving really good results for over two years now and is expected to continue this for the next couple of years as well. Recently, the...

Suzlon Energy has again come to it's all time low levels of 40 and has started looking extremely attractive. Suzlon Energy's Q1 results were fairly good and right on track as guided by the management. I think Suzlon will definitely achieve what they...

Action Construction Equipment posted a really strong set of numbers for Q1 FY12 and the management has also given a very strong guidance for full year FY12. ACE posted a net sales growth of 65% to 215 crores as against 130 crores last year. The net...

In the midst of slowdown in the core auto sector where most auto companies are reporting low sales figures, specially cars and heavy vehicles, auto ancillary companies to our surprise has been posting a phenomenal set of numbers. Most of the auto...

Sintex Industries has fell a lot lately due to market sentiments being weak. I personally feel that Sintex Industries at current levels of around 160 is a sound investment pick. The reason being limited downside and good expected growth from the company...

I personally feel that IDFC has been oversold around the current levels of 120 and some bounce is definitely due in this scrip. Nevertheless my buy recommendation for IDFC is not for a trading bounce but as a value investment pick in the current market...

IDFC is looking good at current levels of 128 and one can initiate a buy position in IDFC with a long term view. Since I had already discussed the results of IDFC previously, Im going to move directly to valuations. IDFC has posted an EPS of 8.7 for FY11...

Godawari Power And Ispat is one of the strongest looking scrips in the small cap space currently. In Q4 FY11 it's net sales grew 40% YoY to 328 crore versus 234 crore and PAT surged 37%  YoY to 31 crore versus 22.55 crore. In the whole year FY11,...

Dena Bank is one such stock that I quite like in the PSU banking space. Dena Bank has been growing at almost 20% for the last 2 years, but then that is not the reason I like this scrip, but clearly due to valuations it is trading at currently. The company...

Aurobindo Pharma is looking strong at current levels of around 190 and posts a good upside. Aurobindo Pharma posted net sales of 4381 cr as against 3575 cr, up 22.5% YoY and net profits of 563 cr as against 563 cr, up 0%. The net profits did not rise this...

Surya Pharma is the second stock to get added to my multibaggers list after Alok Industries. Surya Pharma has once again posted a really strong set of numbers this year where their profits rose 38% YoY. Surya Pharma has grown it's profits from 27 cr to...

Pennar Industries is a stock that was brought to my notice by Asif, one of our blog readers. It manufactures cold rolled strips, tubes, metal sheet components, road safety systems etc. It is a multi product company. Pennar Industries posted a very strong...

BGR Energy has been posting decent numbers for the past couple of quarters and the stock has also corrected to decent valuations now and thus it forms a good investment pick. BGR Energy in 9M FY11 posted net sales of 3290 cr as against 1412 cr, up 133%...

Yes Bank is my top investment pick in the banking space. Yes Bank posted a really strong set of numbers for FY11 and the management has guided for continuing the strong growth next fiscal as well. In Q4 FY11, Yes Bank's net interest income was up 42% at...

ING Vysya Bank delivered an extremely strong set of numbers. In Q4 FY11, it's NII stood at 268 cr, up 8% YoY, however it's PAT was up 145% at 91 cr. For the whole year, it's NII stood at 1006 cr as against 830 cr, up 21% and PAT stood at 318 cr as against...

United Phosphorous posted a good set of numbers in Q4 FY11. Their net sales stood at 1,856 cr, up 22% and net profits stood at 216 cr, up 16%. If you look at complete FY11 picture, nothing looks interesting as net sales grew by just 6% and net profits by...

Titan Industries announced it's Q4 results which saw it's revenue growth inline with the expectations but it's PAT fell below expectations due to contract in margins in it's watch sales. Titan Industries reported a revenue growth of 36% at 1,778 cr and a...

Alok Industries posted an exceptional set of numbers in Q4 FY11. It posted revenues of 2,202 cr, up 50% YoY and a net profit of 160 cr, up 67% YoY. In whole of FY11, revenues stood at 6,370 cr, up 45% and net profits stood at 376 cr, up 52% since last...

Sintex Industries posted a really strong set of numbers this weekend. It's total income stood at 4,484 cr in FY11 as against 3,319 cr in FY10, up 35% and net profits in FY11 stood at 460 cr as against 329 cr a year ago, up 40%. Brokerages were expecting a...

Sona Koyo posted a really strong set of numbers today. The analysts were expecting the profit to be around 9.4 cr down 6% on a YoY basis and net sales to be around 291 cr up 20%. However Sona Koyo reported 290 cr on the topline which is pretty much in...