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[New Stock Report]: Management targeting 600 cr + sales in FY 26 with EBITDA 20-22%

Hello Sir, Hope you are doing well. On 29th Sep’23, Friday evening, we released our new stock recommendation for our Alpha and Alpha + Members. 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. Here are some other interesting details about the company: 30…

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[New Stock Reco]: Expecting profit to double in the next 4 years

Hello Sir, Hope you are doing well. We have released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same. We focus on growth oriented, owner operated, leading companies in their respective segments that are trading at reasonable valuations and invest with a horizon of 3-4 years. The one shared on Friday fits our framework as it’s a sub Rs 2,500 crore market cap stock, among the top 2 players…

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

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…

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[Sep’23 Special situation]: Demerger opportunity – Expecting value unlocking

Hello Sir, Hope you are doing well. Today we released new Special situation opportunity for our Alpha + members and would like to share with you details on the same. The detailed note can be accessed HERE Special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, every investment opportunity comes with certain risks; however, if carefully analyzed, one can always participate in opportunities with seemingly low downside and a potential for…

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