import substitution

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

Hello Sir, Hope you are doing well. Sometime back we released our new stock recommendation for our (opens in new tab)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…

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[New Stock Reco]: Management targeting 30% + growth in sales in FY 24

Hello Sir, Hope you are doing well. On 29th Jul’23, Saturday evening, we released our new stock recommendation for our (opens in new tab)Alpha and Alpha + Members. As per the management, for FY 24 they are hoping to achieve 30% + growth in sales at around Rs 1,200 crore with EBITDA margins of around 18-20%. If the management is able to achieve the above numbers, the operating profit of the company will see a jump of ~75% in FY 24 over…

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