capex

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

September 30, 2023

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 Recommendation]: Sub 3000 crore market cap, fast growing Specialty chemicals company

September 7, 2023

Hello Sir, Hope you are doing well. Sometime back we 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 small-mid cap companies that are trading at reasonable valuations and invest with a horizon of 3-4 years. The latest one fits our framework as it’s a sub 3,000 crore market cap stock, largest player in India in some of the Specialty…

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[Stock idea] – Chemfab Alkalis…leading Caustic soda maker

April 8, 2023

Hello Sir,Hope you are doing well.There are so many potential investment opportunities around; however one does have to keep running various screens and put in great number of hours researching stocks.Recently, we came across Chemfab Alkalis which is a major Caustic soda maker. The numbers looked decent and we decided to dig deeper. Below, we have shared notes from the Care credit rating report on the company.Hope you find the details useful in your search of investment opportunities. Before that, a few days…

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[Stock idea] – Aarti Drugs…notes for a leading pharma API company

March 18, 2023

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 50-60% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain.It seems like earnings may have bottomed out and some of them seem to be available at reasonable valuations from a 3-4 years investment perspective.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us.We have recommended…

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