We’re releasing a new stock recommendation tomorrow under Insider Bets subscription.
The Setup:
The short version of why this one caught our attention:
- Commodity to Value and techology led transformation: Company transforming from a capacity-driven, manual, India-only commodity business toward a value-led, technology-enabled (IoT/CNC/MES, AI-assisted design, robotics), globally diversified engineering platform
- Improving fundamentals: Sales have grown at double digits and profit margins have expanded every year for four years running, with management guiding for more of the same
- Growth visibility: A fast-growing international business, anchored by a large overseas market where the company currently holds a very small share. Management guiding for 20% PAT growth
- Valuation: PE reduced by half and now trading around long term median valuations of 15 times earnings
What makes it interesting:
Promoters have received exchange approval to subscribe to fresh warrants at a price around current market levels – a strong signal of confidence from the people who know the business best.
For Insider Bets subscribers:
The full report – company details, numbers, valuation, and our Buy rating – goes out exclusively to Insider Bets subscribers tomorrow.
Not an Insider Bets subscriber?
This is what the subscription includes:
- ~6 deeply researched small/mid-cap ideas per year + past recommendation
- Focused on under-researched, mispriced opportunities
- Quarterly earnings coverage + entry/exit guidance
- Typical profile: Pomoter buying, reasonable growth and valuations
Markets are down. Valuations corrected. Sentiment cautious.
This is when long-term positions are built. Not when CNBC celebrates new highs. Now. When it’s uncomfortable.
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Disclaimer: This is not a recommendation to buy/sell any of the stocks mentioned above. The securities quoted are for illustration only and are not recommendatory.
Ekansh Mittal
Research Analyst
SEBI Research Analyst Registration No. INH100001690
Research Analyst Details
Name: Ekansh Mittal Email Id: (opens in new tab)[email protected] Ph: +91 727 5050062
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The views expressed are based solely on information available publicly and believed to be true. Investors are advised to independently evaluate the market conditions/risks involved before making any investment decision
This report is for the personal information of the authorized recipient and does not construe to be any investment, legal or taxation advice to you. Ekansh Mittal/Mittal Consulting/Katalyst Wealth is not soliciting any action based upon it. This report is not for public distribution and has been furnished to you solely for your information and should not be reproduced or redistributed to any other person in any form. This document is provided for assistance only and is not intended to be and must not alone be taken as the basis for an investment decision. Ekansh Mittal or any of its affiliates or employees shall not be in any way responsible for any loss or damage that may arise to any person from any inadvertent error in the information contained in this report. Neither Ekansh Mittal, nor its employees, agents nor representatives shall be liable for any damages whether direct or indirect, incidental, special or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information. Ekansh Mittal/Mittal Consulting or any of its affiliates or employees do not provide, at any time, any express or implied warranty of any kind, regarding any matter pertaining to this report, including without limitation the implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
The recipients of this report should rely on their own investigations. Ekansh Mittal/Mittal Consulting and/or its affiliates and/or employees may have interests/ positions, financial or otherwise in the securities mentioned in this report. Mittal Consulting has incorporated adequate disclosures in this document. This should, however, not be treated as endorsement of the views expressed in the report.
We submit that no material disciplinary action has been taken on Ekansh Mittal by any regulatory authority impacting Equity Research Analysis.
Use of Artificial Intelligence: RA may infrequently use Artificial Intelligence (AI) tools like chatgpt, notebooklm, etc. in its research services to enhance the quality and efficiency of the recommendations provided to clients. The tools are primarily used for data collection and generating con-call summaries for the purpose of research.
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Whether the research analyst or research entity or his associate or his relative has any financial interest in the subject company/companies and the nature of such financial interest – No
Whether the research analyst or research entity or his associates or his relatives have actual/beneficial ownership of 1% or more securities of the subject company (at the end of the month immediately preceding the date of publication of the research report or date of the public appearance) – No
Whether the research analyst or research entity or his associate or his relative has any other material conflict of interest at the time of publication of the research report or at the time of public appearance – No
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