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[Stock idea]: Sealmatic India…Niche small cap company targeting 15-20% sales growth

Recently, while screening for stocks for our Premium Members, I came across Sealmatic India Ltd. It’s a small company with 100 crore sales turnover; however, it manufactures a niche product – Mechanical Seal, which is used in multiple industries like, Oil & Gas, Nuclear Power, Chemicals, Pharma, etc. The EBITDA margins are high around 20-25%. Company has expanded capacity by 65% and targeting 15-20% annualized sales growth for next 3 years Below, we have shared notes from June 2025 concall of the…

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

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

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?

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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