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Repco Home Finance (NSE – REPCOHOME) stock presentation at Alpha Ideas 20 20

November 10, 2025

Dear All, Yesterday, I attended Alpha Ideas 20 20 in Mumbai. It was wonderfully organized by Nitin Rao and Paresh Shah. I presented a business analysis of Repco Home Finance (NSE – REPCOHOME).   You can watch the presentation here – click HERE  You can read it here – 9th Nov’25_Repco Home – Alpha Ideas 20-20 meet 2025  Hope you found the blog post useful and it added value to your investment decisions. Sign up for more interesting stock ideas and…

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

November 6, 2025

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

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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