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[Stock idea]: Pennar Industries…fast growing Precision Engineering components company

Recently I came across Pennar Industries (NSE – PENIND). The company deals in multiple products including Precision engineering products, Pre-Engineered Building Systems, Hydraulics and Warehousing solutions. Over the last 5 years the company has performed well with improvement in sales, margins and profitability. Below, we have shared notes from the Q4 FY 25 concall of the company to understand the company better.   Important Update – We are working on few stock ideas for Insider Bets subscription members and will likely release the new recommendation before…

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[Stock idea]: India Nippon Electricals…leading manufacturer of Ignition systems and expanding into EV

Recently I came across India Nippon Electricals (NSE – INDNIPPON). The company is a leading maker of Ignition Systems for 2 wheelers and is now expanding into future technologies such as sensors, controllers, converters and engine control units etc. It came to my notice because since the last 4-5 years the company has been reporting good growth in sales and profits. Below, we have shared notes from the Q4 FY 25 presentation of the company to understand the company better.   Important Update –…

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[Stock note]: Bajaj Steel – 20+ bagger case study…How to identify such stocks early?

I was recently looking at Bajaj Steel Industries. The stock came in our radar as the Promoter bought shares worth Rs 4 crore in Feb’24 around 300 odd levels. While digging deeper in the company, I found some interesting details regarding actions taken by the promoters in Jul’20 and will share details below to understand how can one screen for stocks which may end up performing well in future. Investing is probabilistic and the idea is to invest in stocks where the probability…

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[Stock idea]: Parag Milk Foods…Marquee investors like Mr. Utpal Sheth taking a bet on the stock

Recently I came across Parag Milk Foods (NSE – PARAGMILK). The company claims to command 35% market share in the cheese category and 22% in branded cow ghee segment. It came to my notice because it announced a preferential allotment of warrants to Promoters and Non-promoters at a price of Rs 179.10/- per warrant. The non-promoters include marquee investors like Mr. Utpal Sheth and company’s employee Mr. Ankit Jain. Below, we have shared notes from the Q4 FY 25 concall of the company…

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