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[Stock idea] – Surya Roshni…leading lighting products seller

Hello Sir,Hope you are doing well.Indian markets have many listed companies from the Steel tubes and pipes industry and the Lighting and Consumer Durable industry. However, there must be very few companies involved in such diverse industries at the same time and Surya Roshni is one of them. Recently, we were looking at Surya Roshni as the stock is down almost 50% from its peak price of 850 in Oct’21.While Surya is more famous for its lighting products; did you know that Steel…

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[Stock idea] – Rushil Decor…leading MDF maker…Q2 FY 23 concall notes

Hello Sir,Hope you are doing well.Did you know? – In wood panels industry in India, MDFs contribution is only around 20-30% and plywood accounts for 70%; however, worldwide 45-50% is MDF, 45-50% particle board and minuscule contribution from plywood. The usage of MDF is expanding rapidly in India and being a capital intensive industry, there are a handful of major players.Below, we have shared notes from Q2 FY 23 concall of Rushil Decor which is a major player in the MDF and the laminate…

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[New Stock Reco]: Food processing, virtually debt free and < 7 times pre-tax earnings

Hello Sir, Hope you are doing well. Recently, we released our new stock recommendation for our Premium Members and would like to share with you details on the same. So basically, it’s a virtually debt free company, compounded profits at 20% + consistently, maintained returned ratios like ROE and ROCE at 20% + consistently, doubled its market share in exports in its segment in the last 6-7 years and yet available at less than 7 times Pre-tax earnings. Such companies are…

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4 years – Tracker sheet monthly performance update

Hello Sir, Hope you are doing well. Today, we would like to share with you our Performance update as on 15th Nov’22. We started providing stock research in 2011 and you can access all the recommendations and their performance by Clicking HERE In 2018, we decided to start maintaining a Tracker Sheet. The purpose of the same was: to share with our members as to how we would act on our research and to compare our performance with benchmark indices on portfolio basis…

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