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[Stock idea]: Marksans Pharma…Targeting 3000 crore sales in FY 26

November 4, 2025

Recently, while screening for stocks for our Premium Members, I came across Marksans Pharma. The stock is down from 350 odd levels to 190 currently. The company has reported consistent year on year growth in sales and is debt free on net basis with Rs 700 crore + cash. For FY 26, the management is targeting Rs 3,000 crore sales with 16-18% EBITDA margins. Below, we have shared notes from Q1 FY 26 concall of the company to understand management’s perspective…

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[Stock idea]: GPT Infraprojects…Targeting 2000 crore sales in 3 years

October 28, 2025

Recently, while screening for stocks for our Premium Members, I came across GPT Infraprojects. GPT is a leading construction company specializing in infrastructure projects. Normally, we don’t look at infra companies for investment; however, on a casual glance, the numbers looked interesting – consistent growth, reduction in debt to equity, reduction in debtor days, high promoter holding, etc. Company has 3x FY 25 sales order book and targeting 20% sales CAGR over the next few years with stable 13% EBITDA margins.…

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[Stock note]: AGI Infra – 50 bagger stock in 5 years…How could 1 have shortlisted it?

October 27, 2025

Last 1 year the market has been tough. However, when market consolidates for a long period of 2-3 years, it sets the base for the next bull run and it’s important one should be ready with good stocks in the portfolio for the bull run. Today, we will look at how to screen for stocks that can turn out to be multibaggers. We believe one good way to screen for such stocks is as follows: Look for Preferential allotment of warrants/shares to Promoters/Insiders in companies…

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[Stock note]: DCB Bank…one of the lowest valued listed Private Sector Bank

October 16, 2025

Recently, I came across DCB Bank. The reason it came to my notice is because company announced that it will be allotting 60.58 lakh shares to Promoters (Aga Khan Fund) at Rs 137/- per share. I started looking deeper into the bank and realized it’s one of the lowest valued listed Private Sector Bank with a PE of around 6.5 and Price to book value of 0.7. The reported numbers and valuations looked interesting and below we have shared the summary…

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