Blog – Page 11 – Katalyst Wealth

[Stock notes] – Greenpanel Industries…largest MDF player and expanding further

November 10, 2023

Hello Sir, Hope you are doing well. I have always been fascinated with stocks from building products industry. In the past, have covered several stocks from this space like Cera Sanitaryware, Carysil, Century ply, Greenply, Greenpanel, etc. and mostly they have delivered huge returns over longer periods of holding. Recently I was again looking at Greenpanel Industries to understand the scenario in the MDF space. Greenpanel is the largest player in India in the MDF (medium density fibre board) space with 6,60,000…

Tuesday update: Latest stock report

November 7, 2023

Hello Sir, Hope you are doing well. Latest Stock Report Sometime back we released our new stock recommendation for our Alpha and Alpha + Members and here are some interesting bits about the stock. The management has introduced a new product line wherein they are targeting 600 crore + sales in FY 26 with EBITDA margins of 20-22%. If the management is able to achieve the above numbers, the company will mostly likely double its profit over the next 3-4 years. – Additional details…

[Stock notes] – S H Kelkar…largest Indian origin Fragrance and Flavor company

November 3, 2023

Hello Sir, Hope you are doing well. Fragrance and flavor are 2 very important constituents of any product used for personal consumption or for general use. S H Kelkar & Company is the largest Indian origin fragrance and flavor company in India and today we will briefly look at this company. Post GST, demonetization and covid-19, the company went through a slowdown in the business; however, it now seems to be getting back on growth track. The management is targeting double-digit…

[Stock notes] – Bajaj Consumer…leading Hair Oil seller in India

November 3, 2023

Hello Sir, Hope you are doing well. I am sure you might be well aware of Bajaj Almond Drops Hair Oil (ADHO). It’s a leading brand in the light hair oil segment and the company behind the same is Bajaj Consumer. Bajaj Consumer has a bad track record in terms of wealth creation for the shareholders. However, recently there have been some changes at the top level management. Further, the company has also been working on reducing dependence on ADHO and…