Few traits of multibaggers stocks which you can observe currently: 🌿🌾
-Low P/E
-Low Float
-Low Level Prices
-Low market cap
-High ROCE & ROE
-Manufacturing sector
-Defence sector
-Data Centre Segments
#investing#Learning
FY27 topline guidance of the businesses under the VERY STRONG category.
1. Purple United Sales : 100% ( in the next two years, we can easily double our revenue on a year-to-year basis ).
2. Gaudium IVF : 30% - 35%
3. Freshara Agro Exports : 70% ( 25% India business and 200cr + from Sarasa )
4. EFC ( I ) Ltd : 30% - 35%
5. Timex : 25% - 30%
6. SBFC Finance : 25% - 30% AUM growth
7. Home First Finance : 25% AUM growth
8. MAS Financial Services : 20% - 25% AUM growth
9. Capri Global Capital : 25%
10. Rainbow Hospitals : 20%
Keep a track of the niche NBFC's and Housing Finance companies. The companies have guided good AUM growth for FY27. Their asset quality remains decent and the profitability has been increasing at a decent clip in the previous years. If they can execute as per their guidance and the asset quality remains stable/improves, the markets might re-rate them going forward.
This is not to be construed as a buy/sell recommendation.
DYOR and invest responsibly.
🔥Auto Ancillary Stocks are Firing.
Gabriel - 9% up
Pricol - 7% up
Ask Auto - 6% up
SJS - 6% up
Belrise - 5% up
Force Motors - 5% up
RACLGEAR - 5% up
SML Mahindra - 4% up
Minda Corp - 5% up
Fiem Industries - 4% up
Lumax Tech - 4% up
Jamna Auto - 4% up
Precision Wires - 4% up
All are Going Good 😊
Anode and Cathode are 65% of a Li-ion cells cost
What goes inside a battery?
1. Aluminium casing
2. Copper foils
3. Cathode
4. Anode
5. Electrolyte salts
6. Separator
It's been 10 weeks since I started sharing subscription based content for less than ₹500 a month.
Here are a few of the names I have tracked during early part of this period:
• Shilpa Medicare @ 385-390
• KSH International @ 460-465
• Dee Development @ 300-310
• Aeroflex @ 270-275
• Sterlite Technologies @ 220-225
• Sigma Advanced @ 170–175
• MTAR Technologies @ 4800–4850
• Senores Pharma @ 900–905
• Hindusthan Insulators @ 945–955
• OBSC Perfection @ 380–385
...and many more.
Beyond individual stocks, we have also discussed themes such as Nuclear Energy, Electrification, CRDMO, Tier-2 Healthcare, Aerospace Ancillaries, and the challenges facing several banking names.
Plus, we consistently evaluate valuations and discuss the behavioral aspects of investing, stop-losses, booking losses, topping up positions and position sizing.
Of course, not everything has worked. Names such as GSM Foils, Influx Healthtech, and Jeena Sikho haven't delivered yet. I have had my share of misses as well.
I am not in the business of "discovering" companies, nor do I claim credit for every success story.
In fact, all we can strive for is to position ourselves in areas of strength (skill); the returns are ultimately the market's blessing (luck).
What I do believe in is listening to the market and operating within its areas of strength. That philosophy is reflected in the companies and themes I choose to track.
For example, some of the recent names I have started following over the last few weeks include SBCL, NPST, Venus Remedies, Beta Drugs, Timex Group, Goldiam, Viyash etc...
The idea is simple:
I listen to the market, and to some incredibly smart minds whom I am fortunate to call friends, interpret what they are telling me, and share that understanding.
No stock tips. No crystal ball. Just an attempt to understand where the market's strength lies, and share that journey. All for less than ₹500 a month.
If this message inspires you to sign up, I would recommend using the web application (desktop/laptop/mobile browser) instead of the app. Some app stores are currently charging over ₹600, whereas the same subscription is available for just ₹492 via a browser.
Disclaimer: I am not a SEBI-registered Research Analyst (RA) and do not provide investment advisory or research recommendations.
I simply share my notes, observations, and learnings on the companies and themes I track.
If you are looking for buy/sell recommendations, target prices, entry levels, or portfolio advice, I am not the right person to follow. For such services, please consult a SEBI-registered investment advisor or research analyst.
Dolly Khanna never once told you what to buy. Her SEBI filing did.
Rain Industries → multibagger
Avanti Feeds → multibagger
NOCIL → multibagger
PolyPlex → multibagger
Q4 FY26 filing recently dropped.
Fresh entry - Chennai Petroleum. Profit up 203% last quarter. Already up 65% in a year.
The quiet ones always know something. 👀
#Cables and Wires for AI and Datacenter boom in India
1. Apar Industries
2. Polycab India
3. KEI Industries
4. Havells India
5. Finolex Cables
6. RR Kabel
7. V-Guard Industries
8. Universal Cables
9. Dynamic Cables
10. KSH International
11. Advait Energy
12. Plaza Wires
13. V-Marc India
14. JD Cables
15. Prime Cable
16.Vidya wires See less