Profit Chaser Talk

⚡️ Datamatics Global has corrected 15 % from its recent high and provides investors a good entry point especially those who missed the bus earlier. ⚡️ Imagica Malpani Parks have allotted 7crore shares at Rs.37/share to the promoters. At Rs.43 with a risk of just 15 %, this stock has the potential to double from hereon. ⚡️ Supreme Industries is akin to an MNC. Consistent expansion, good governance and steady performance make it a long-term portfolio pick. ⚡️ Want to buy the emerging, high valued blue chip Bharat Forge? Buy it @ 80% discount through Kalyani Investments. ⚡️ Kalyani Steels from the same group is a great steel co. with huge cash in its books. Its low valuation is just to be seen to be believed. ⚡️ Nomura Singapore, an FII, has raised 1.28% stake in Mishtann Foods, a FMCG food company. Buy. ⚡️ Vishwaraj Sugar’s Q4 revenue jumped 52% YoY to Rs. 199 cr. from 130 cr. YoY. EBITDA stood at Rs. 13.10 cr. while PBT came in at Rs 2.94 cr. Add. ⚡️ Thinkink Picturez posted FY23 income of Rs.25.60 cr. v/s Rs.10.40 cr. YoY with NP of Rs.4.44 cr. from Rs.3.03 cr. in FY22. Add. ⚡️ Accuracy Shipping to add new streams of revenue by backward & forward integration of its logistical services and also plans to turn debt-free. Buy. ⚡️ Summit Securities’ holdings are valued around Rs 7600 cr. but its stock trades at 90% discount to its NAV of Rs 7000 while JSW Holdings, Bengal & Assam, Kalyani Investments, Bajaj Holdings etc. trade at 50 to 75% discount. Summit is highly undervalued.Buy for 50% returns within 1 year.

⚡️ GSFC (Gujarat State Fertilizers Corp.) has notched higher FY23 EPS of Rs 31.2 (FV Rs 2). Buy for the long term and steady appreciation. ⚡️ Bannari Amman Sugars has notched 105% higher Q4 EPS of Rs 39.8 and 78% higher EPS of Rs 114.4 in FY23. Buy on dips. ⚡️ Chennai Petroleum shares are being purchased by interested parties as this Indian Oil subsidiary has notched Q4 EPS of Rs 63 and FY23 EPS of Rs 231. The share may touch Rs 430 according to knowledgeable sources. ⚡️ ITD Cementation posted 80% higher FY23 PAT on 34% higher income. Co. has a Rs 20,044 cr. order book. Stock is ready for a big move from hereon. ⚡️ Rudra Global Infra posted 65% higher FY23 PAT and 29% higher sales. Co. is venturing into defence and aerospace with a new subsidiary. After long consolidation, the stock is ready for a big upmove from hereon. ⚡️ IOL Chemicals made a new 52 week high of Rs.463 On 26th May. In Q4, promoter raised his stake by 5%. Stock may rise Rs.100 from hereon & give good returns in the medium to long term. ⚡️ Anantraj Ltd. has aggressively entered the Data Centres business. It is highly profitable rental business. Stock is ready for a double century. ⚡️ NCC posted FY23 net profit of Rs.646 cr. v/s Rs.494 cr. in FY22 and declared a dividend of 110%. FIIs keep raising their stake due to the infra boom & FY24 looks more promising. Keep it on your radar for very good returns. ⚡️ Hindustan Oil Exploration posted FY23 NP of Rs.194 cr. from just Rs.20 cr. in FY2. FY24 looks more promising due to firm crude & gas prices. Stock may cross its 52-week high of Rs.226. ⚡️ Texmaco Rail posted very good numbers for FY23. Due to very huge order book, 25-30% growth likely in FY24. Keep it on your radar for very good return. ⚡️ All steel wire companies are posting exceptionally good results. NSE listed Geekay Wires trading around Rs.175 should be kept on the radar for the coming week for a quick 20%+ gain post its results on 30th May 2023.

⚡️ Mrs Bector’s Food Q4 NP jumped 171% to Rs 27.65 cr. Selective buying is recommended. ⚡️ Nucleus Software’s Q4 PAT jumped 76% YoY beating market expectations to Rs. 67.75 cr. FY23 NP zoomed 270% to Rs. 127.79 cr. on 34% higher revenue. A final dividend of Rs. 10 per share has been declared. Add. ⚡️ Shriram Properties acquires a new Chennai project with a revenue potential of about Rs 1,200 cr. Highly Positive. Buy. ⚡️ Bannari Amman Sugars delivers 105% higher Q4 EPS of Rs 39.8 and 78% higher FY23 EPS of Rs 114.4. Buy at declines. ⚡️ MSTC (Metal Scrap Trading Corporation) into recycling & trading of scrap materials has notched 63% higher Q4 EPS of Rs 10.9 and 22% higher FY23 EPS of Rs 34.4. Add. ⚡️ IRB Infrastructure has executed the concession agreement with the NHAI for a Rs 2,132 crore road project. Add at declines. ⚡️ NLC India mines lignite and generates power and notched 14% higher FY23 EPS of Rs 10.3. Undergoing big expansion, its FY24 EPS may rise above Rs 15+. Buy for 25% gain. ⚡️ Nile Ltd. into Pure Lead and Lead Alloys, is setting up a Lithium-ion recycling plant and diversifying into natural extracts. It notched FY23 EPS of Rs 75.4 on its small equity of Rs 3 cr., which could lead to FY24 EPS of 90+. Grab this share. ⚡️ OIL India, the 2nd largest government-owned hydrocarbon exploration and production enterprise, has notched Q4 EPS of Rs 16.1 and FY23 EPS of Rs 80.5. The share available at a P/E of just 3.3x has great potential. Buy. ⚡️ General Insurance Corp. has notched 42% higher Q4 EPS of Rs 15.6 and FY23 EPS of Rs 39.4. Buy for 30% gain. ⚡️ Prakash Pipes manufactures PVC Pipes & Fittings along with flexible packaging for FMCG, Food & Beverages, Infrastructure and Pharma products has garnered 51% higher Q4 EPS of Rs 8.3 and 45% higher EPS of Rs 29.8 in FY23. Buy for 20% gain.

⚡️ While Bharat Dynamics’ 42% lower Q4 PAT to Rs 264 cr. YoY calls for clarification, its huge defence and export orders will reward long term investors. ⚡️ Suven Pharma’s Q4 PAT rose 35% YoY to Rs 124 cr. but fell 9.37% on an annual basis. A rebound is on the cards. Add. ⚡️ Vodafone posted loss of Rs. 6419 cr. despite 3% rise in revenue to Rs. 10,392 cr. A quick turnaround looks bleak. Stay away. ⚡️ Ingersoll Rand into industrial air compressors posted a robust Q4 with NP soaring 130% to Rs. 67.11 cr. A dividend of Rs. 20 per share has also been declared. Add in small quantities. ⚡️ Emami’s Q4 NP dropped 60% despite 9% higher revenue. But brokerages recommend the stock for its future working on the back of new launches. ⚡️ Zee Entertainment logged its first loss on the back of rising expenses. Sell and stay away till the dust settles. ⚡️ eClerx Services posted a fantastic FY23 with EPS of Rs. 96.76. Its equity of Rs. 48 cr. is backed by free reserves of Rs. 1669 cr. with a BV of Rs. 350/share. Add in small quantities. ⚡️ Exhibition and events giant, Nesco, is also into hospitality and realty. For FY23, it posted an EPS of Rs. 41.25 v/s Rs. 26.85 in the previous year. Buy. ⚡️ Prince Pipes posted a fairly good Q4 primarily on lower input costs and improved net working capital days. Add in small quantities. ⚡️ Praj Industries’ super FY23 with NP rising 60% to Rs 240 cr. and EPS at Rs 13.05 points to an unfolding success story. It has an order backlog of Rs. 1038 cr. Buy for long term.

⚡️ GSFC’s Q4 & FY23 performance has set new records of sales, profitability & dividend of Rs 10 on its Rs 2 share. A Bonus issue cannot be ruled out. The share is grossly underpriced. Buy. ⚡️ Blinking red & green, KPIT Technologies has finally crossed the Rs. 1000 mark in line with our recommendation. Hold it for a further upside. ⚡️ ABFRL acquired TCNS Clothing valued at ₹2,900 cr. Smart fashion bidders can have better luck with men’s apparel maker SPL Industries at a market cap of just Rs 169.07 cr. Buying SPL Industries for surprising returns. ⚡️ M&M has fully exited Mahindra CIE Automotive and booked huge capital appreciation. Positive for M&M. Add. ⚡️ Lyka Labs is now into Animal husbandry too. Since IPCA bought 50 lakh of its warrants at Rs. 139/ share, Lyka around Rs. 91 is a lucrative buy. ⚡️ Avanti Feeds, leader in shrimp feeds and fish exports, posted 11% higher Q4 NP of Rs. 93cr. Shrimp exports are again on the rise. Buy. ⚡️ JB Chemicals missed the Street’s estimates by a small margin. But hold its share as it plans to launch new products. Company is financially very strong and on the growth path. ⚡️ Nalco’s tepid Q4 was in line with market expectations but the dividend was stepped up to 70%. Accumulate it as metal prices are at rock bottom but recovery is not far off. ⚡️ Electric Bus maker, Olectra Green is expanding ready to catch up with the EV boom. This may be one of the best investments in the sector. A big Buy. ⚡️ The market presents a good opportunity to buy HAL. This PSU defense major will be a multi-bagger in 3 years. Add.

⚡️ Sinclair Hotels sold its surplus land for Rs.27 cr. This hotel chain with Rs.87 cr. cash is available at a mktcap of just Rs.300 cr. Results & dividend on 23rd to give a leg up to the stock. ⚡️ Kamat Hotels Q3 PAT skyrocketed 2121%. Results for Q4 on 27th May. Till date, all hotel cos. announced very good Q4 results. Keep it on your radar. ⚡️ PNC Infra has a LOA for Rs.771 cr. project from Haryana Rail Infra Dev. Corp. Board to meet on 26TH May for Q4 results & dividend. Keep it on your radar. ⚡️ HCC is on the high growth path with backlog of Metro Rail & Road Tunnel orders. Stock showed strength after long on Friday 19TH May with huge volumes. It may cross its 52-week high in the medium term. ⚡️ Ind-Swift Lab’s Q3 NP zoomed 97% to Rs.29.22 cr. from Rs.14.87 cr. in Q3FY22. Its FY23 results on 29THare likely to be very good as the demand for APIs are very good. Keep it on radar for quick gains. ⚡️ HSCL posted 453% higher FY23 NP of Rs.216 cr. v/s just Rs.39 cr. in FY22 as it developed high margin products critical for making lithium batteries. Keep it on your radar for very good returns. ⚡️ Grauer & Weil India posted 51% higher 9M NP of Rs.91 cr. v/s Rs.60 cr. in 9M22. On 27th May meeting for FY23 results & dividend may send the stock across its 52 weeks high. ⚡️ Indo Tech Transformers posted 111% higher FY23 NP of Rs.25.70 cr. v/s Rs.12.19 cr. in FY22.Keep it on your radar for multi-bagger gains. ⚡️ Duroply posted mind blowing FY23 results due to big boom in realty sector. It posted Rs.5.23 net profit v/s loss of Rs.6.31 cr. in FY22. Keep it on your radar. ⚡️ Anantraj notched 176% higher FY23 net profit of Rs.151.12 cr. v/s Rs.54.89 cr. in FY22. Its subsidiary commences 1st phase of the 3MW Data centre in Manesar as a business partner of Rail Tel. It targets 21MW IT load data centre by FY24. Keep it on your radar.

⚡️ Bharat Petroleum to set up an ethylene cracker project at its Bina Refinery at a capex of Rs 49,000 cr. & a 50 MW wind power plant at Bina and Mumbai refineries for Rs 978 cr. Buy for the long term. ⚡️ SBI Funds Mgmt.to acquire up to 9.99% stake in HDFC Bank. Buy HDFC Bank shares for the medium term. ⚡️ Talbros Engineering posted 48% higher 9M EPS of Rs 43.6, which may lead to FY23 EPS of Rs 60. Buy for solid gains in the long term. ⚡️ Refex Industries into material handling of coal ash and manufacturer and re-filler of Refrigerant gases posted 145% higher FY23 EPS of Rs 53.9. Accumulate for hefty gains. ⚡️ Genesys International is at half its 52-week high of Rs.700. This mapping co. has many orders in hand. With bare minimum risk, the stock could give a good 20%+ upside in the coming week. ⚡️ Trigyn Technologies is hiring big time. Looks like it is poised for robust growth going forward. At Rs.108, the stock trades cheap and can give over 50% returns. ⚡️ Trejhara Solutions promoted by Aurionpro Solutions has a mktcap of less than Rs 100cr and a P/E multiple below 10x. A potential multi-bagger and a screaming buy. ⚡️ GE T&D has more than doubled from its 52W low while group co. GE Power India is still near its 52W low. A good 25%+ return can be expected from this multinational. ⚡️ As anticipated last week, HCC came out with exceptional numbers and the stock jumped 10% on Friday. The rally is not over and one should buy it on every decline. ⚡️ IOL Chemicals is the largest global producer of Ibuprofen with capacity of 12000 TPA. It has doubled its Paracetamol capacity from 1800 to 3600 TPA. Stock shows strength after long and is ready to cross Rs.500 mark soon & in long run likely to give very good returns.

⚡️ Wipro partners ServiceNow to drive business transformation, overcome challenges, deliver greater value and accelerate its goal of building a $1 billion business by end 2026. Add. ⚡️ Tilaknagar Industries’ FY23 sales rose 48% leading to an EPS of Rs. 8.79 (Rs. 3.15).Amalgamating Kesarval Spring Distillery and other small distilleries will result in better profitability. Add. ⚡️ Karur Vysya Bank has notched 64% higher EPS of Rs 13.8 in FY23 from Rs 8.4 in FY22, which may take FY24 EPS to Rs 17. Buy for hefty gains. ⚡️ Seshasayee Paper posted 260% higher FY23 EPS of Rs 65.7 from Rs 18.3 in FY22. A conservative P/E of 6.5x could take its share price to Rs 428 in the medium term. ⚡️ Shreyans Industries notched 643% higher FY23 EPS of Rs 53.1 as against Rs 7.2 in FY22. Bright prospects of the paper industry may lead to higher EPS of about Rs 75 in FY24. Buy for 30% gain. ⚡️ MSTC (Metal Scrap Trading Corporation) engaged in recycling scrap metal has notched 60% higher 9M EPS of Rs 23.4 as against FY22 EPS of Rs 28.3, which may lead to FY23 EPS of Rs 40+. Buy for 25% gain. ⚡️ Jammu & Kashmir Bank posted 88% higher 9M EPS of Rs 7.4, which may take FY23 EPS to Rs 11+ from FY22 EPS of Rs 6. Buy for 30% gain. ⚡️ General Insurance Corpn. posted Q3 EPS of Rs 6.8 and 9M EPS of Rs 21.4, which indicates FY23 EPS could be Rs 33. The share is going cheap. Buy for 30% gain. ⚡️ OIL India posted 99% higher 9M EPS of Rs 64.4 against FY22 EPS of Rs 51.8, which may take FY23 EPS to Rs 85+. Buy for 30% gain. ⚡️ As global rice supply dips, prospects for Indian basmati zoom. Investors can grab fundamentally sound shares like KRBL, LT Foods and Chamanlal Setia for decent gain.

⚡️ Gravita India’s subsidiary, Gravita Netherlands BV, to get 34 million Euros developmental loans at low interest rates. The share price can move up further.Add. ⚡️ MTAR’s FY23 revenue soared 78% to Rs 573.6 cr. and its management foresees 50% jump in FY24. Buy. ⚡️ Fast-food player, Jubilant Food, posted 59.5% decline in net profit at Rs 47.5 cr. from Rs 116.1 cr. YoY. All parameters seem to be under pressure. Stay away. ⚡️ FMCG giant, ITC Ltd., posted 5.6 % higher sales of Rs 16,398 cr. YoY and beat analysts' estimates of sales & NP. Hold. ⚡️ Triveni Turbines’ FY23 was commendable. Buy it for rising margins and higher exports. The share may rise 30% in the next few months. Add. ⚡️ SBI’s Q4 was exemplary. Slippage and provisions posted drastic falls and PAT soared 83% from Rs. 9113.5 cr to Rs. 16,695 cr. Add. ⚡️ Clean Science’s PAT jumped 33% to Rs. 303.51 cr. This specialty chemical manufacturer is a long-term multi-bagger. Add. ⚡️ M.M.Forgings’ FY23 PAT reported 41% growth to Rs. 127.95 cr. This share deserves to be added ⚡️ Likhita Infra’s FY23 revenue rose to Rs 360.19 cr. v/s Rs 160.76 cr. and NP to Rs 60.21cr v/s Rs 46.12 cr. EPS stood at Rs 15.28 v/s 11.69 and a dividend of 30% was declared. Hold. ⚡️ Gland Pharma posted its worst results in the last few years, with both EBITDA and margins nose- diving. Sell immediately.

⚡️ Refex Industries’ EPS zoomed from Rs. 21.67 to Rs. 53.90. Yet share is available at a PE of 6.59 v/s industry PE of 35.28. The share is set to skyrocket. Buy immediately. ⚡️ Texmaco Rails has orders of Rs 9000 cr. and targets 30-35% revenue and NP growth in FY24 with exports around Rs. 600 cr. A good long-term haul. ⚡️ Defence sector stock, Apollo Micro Systems is poised to record ever improving results from hereon. Analysts forecast multi-bagger returns from the current level. Buy for investment gains. ⚡️ Ami Organics expects margins to improve in coming quarters as it introduces new offerings. Buy. ⚡️ Bharti Airtel’s FY23 NP soared 96.15% to Rs 8345.9 cr. on 19.39% higher revenue of Rs 1.39 lakh cr. Add. ⚡️ MPS, a leading global publisher, posted 46% higher Q4 NP of Rs 32.13 cr. YoY and declared Rs. 20 per share dividend.Buy. ⚡️ Granules posted 7.75% higher Q4 NP of Rs 119.60 cr. on 16% higher revenue of Rs 1195.5 cr. and declared 15% dividend. Add at every decline. ⚡️ Ace investor, Madhusudan Kela, acquires 4.87 lakh shares of Repro India engaged in printing periodicals. Risk bearing investors may enter on declines. ⚡️ Bank of Baroda’s Q4 NP zoomed 168% YoY to Rs. 4555 cr. while Provisions declined 62% to Rs. 1421 cr. The bank is on a comeback trail. Accumulate. ⚡️ Textile & Garment major, Pearl Global Industries, offers fashion brands in 8 countries posted FY23 EPS of Rs. 67. A big buy.

⚡️ Debt-free Summit Securities is holding co. of CEAT, KEC, ZENSAR Holdings valued at an all-time high of Rs 6800 cr. It has a market cap of Rs 710 cr. only trading at 90% discount to its fair value. Stock may touch 4-digit mark. ⚡️ GIC Housing may declare its best ever FY23 profits with declining NPAs. Stock trades at just 4 PE. Add for 40% gain in the short term. ⚡️ Baid Finserv seeks to expand its distribution network to 75 branches. Khambatta Securities has initiated a coverage with a Buy rating. ⚡️ After 95x subscription, Innokaiz India gave 100% returns to investors by its stellar listing. Buy on expectations of good FY23 results. ⚡️ LTS Investment Fund is continuously hiking its stake through bulk deals in Evexia Lifecare as it has formed a subsidiary to set up pathology labs in Africa. ⚡️ Accuracy Shipping’s FY23 revenue jumped to Rs 818 cr. The co. plans to repay its debts and turn debt-free at the earliest. Add. ⚡️ Mercury EV Tech Ltd. with its foray into latest EV based vehicles including 2, 3 & 4-wheelers is poised for high growth. Keep a track.

⚡️ Shreyans Industries notched 356% higher 9M EPS of Rs.35.7, which may lead to FY23 EPS of Rs.50 as against FY22 EPS of Rs.7.2. Buy for 30% gain. ⚡️ J&K Bank notched Q4 EPS of Rs.4.9 and FY23 EPS of Rs.12.3, which may lead to FY24 EPS of Rs.18+. Buy for 40% gain. ⚡️ Ratnamani Metals posted 72% higher Q4FY23 PAT and 54% higher sales. It also declared a dividend of 600% for FY23. Add for hefty gains. ⚡️ Polycab India posted 52% higher FY23 PAT and 16% higher sales recording its highest ever sales and profit. Its EBITDA margin improved by ~200 bps YoY. Add for hefty gains. ⚡️ Kajaria Ceramics posted weak numbers in the last 2-3 quarters due to higher energy costs. Now that gas prices have reduced, its margin will improve again and demand from the real estate sector is also higher. Add. ⚡️ After picking stake by Mukul Agrawal, big re-rating seen in Capacite Infraprojects. It has an order book of Rs.9800+ cr. while its TTM income stood at Rs.1699 cr. Keep it on your radar. ⚡️ A veteran market man avers that the Karnataka election results may lead to a big gap down opening on Monday,15 May 23. It will be a good opportunity to accumulate growth oriented selected cash stocks with bright future in the panic. Track Anantraj, Adsl, Birla Cables, BF Utilities, FM Goetze, Greaves Cotton, HCC, Hindustan Oil Exploration, HSCL, Ind Swift Lab, IOL Chemicals, IRB Infra, Cementation, Grauer Weil India, Kamat Hotels, Mahindra & Mahindra Financial, Mishra Dhatu Nigam, NCC, Nelcast, PNC Infra, Patel Engg., Shreyans Ind., Shree Digvijay Cement, Suzlon, Udaipur Cement, Univastu India & Va Tech Wabag. ⚡️ Waa Solar is likely to report good FY23 numbers due to boom in solar power industry. Its equity of Rs.13.27 cr.is supported by reserves of Rs.161 cr. The promoters hold 69.81% stake and its share trades at a P/E of only 8x. Keep it on your radar. ⚡️ Eicher gets into the next orbit. Super balance sheet, super performance and super capex. This is a stock that makes one forget about PE ratios. ⚡️ Titan Ltd. goes global and its wide diversification fortifies it from a slowdown in any vertical ⚡️ Ethos is trying to get slotted like Titan. Consistent growth makes it worthy of super valuation

⚡️ Digital service provider, BLS International’s Q4 PAT grew 96% YoY to Rs.69.21 cr. due to operational efficiency and lower employee cost. Add. ⚡️ HAL notched FY23 EPS of Rs.174.28 from Rs.151.92 YoY. Its equity of Rs.343.39 cr. is supported by reserves of Rs.18978.74 cr. It declared a final dividend of Rs.20/share. Add. ⚡️ Indian Bank notched FY23 EPS of Rs.44.8, which may lead to FY24 EPS to Rs.55+. A reasonable P/E of 8x could take it share price to Rs.440+ in the medium term. Buy. ⚡️ Dhunseri Ventures is setting up a film packaging plant worth Rs.1100 cr. It posted 9M EPS of Rs.136.2, which may lead to FY23 EPS of Rs.175+. Buy for 40% gain. ⚡️ Canara Bank notched 77% higher FY23 EPS of Rs.62, which may lead to FY24 EPS of Rs.74+. A reasonable P/E of 8x could take its share price to Rs.576. Add. ⚡️ GSFC notched 69% higher H1 EPS of Rs.26.1, which may lead to FY23 EPS of Rs.35 as against FY22 EPS of Rs.22.6. Buy for 30% gain. ⚡️ Chamanlal Setia notched 88% higher 9M EPS of Rs.15.4, which may lead to FY23 EPS of Rs.23+ on its small equity of Rs.10.4 cr. Buy for 30% gain. ⚡️ West Coast Paper Mills notched 264% higher 9M EPS of Rs.101, which may lead to FY23 EPS of Rs.140. Buy for 30% gain. ⚡️ ITL Industries notched 9M EPS of Rs.16.5, which may lead to FY23 EPS of Rs.22.5 on its small equity cof Rs.3.2 cr. Buy for 30% gain. ⚡️ Capacit’e Infraprojects Q3 consolidated net profit rose 90% to Rs.22.9 cr. on 21.3% higher net sales of Rs.443.4 cr. YoY. Buy for 30% gain.

⚡️ Gujarat State Petronet’s Q4 PAT grew 11% YoY to Rs.224 cr. and has declared a dividend of Rs.5/share. Add. ⚡️ Apollo Tyres notched FY23 EPS of Rs.17.39 from Rs.10.07 YoY. Its equity of Rs.63.5 cr. and reserves of Rs.12816 cr. makes it a bonus candidate. It declared a final dividend of Rs.4.50/share. Add. ⚡️ Gujarat Gas’ excellent Q4 prompted Morgan Stanley to upgrade this share to a big buy on the back of rising demand and commodity prices. Add for the long term. ⚡️ Ratnamani Metals surpassed analysts’ estimates and came in with better results. It has expansion plans on hand. Add. ⚡️ Canara Bank targets 20.5% growth in business in FY24 as all its subsidiaries are faring well. Keep it on your radar. ⚡️ Drone maker Zensar Tech’s Q4 profit rose 5.82% to Rs.119.2 cr. on 1.25% rise in net sales to Rs.1212.60 cr. Add. ⚡️ CG Power has turned debt-free and plans capex of Rs.375 cr. this year. Add. ⚡️ Mankind Pharma listed with a bang a few days back and is confident of a better FY24. Add on dips. ⚡️ Intellect Design Arena’s Q4 PAT jumped 46% QoQ to Rs.91 cr. Add. ⚡️ ONGC has discovered 2 oilfields in the Arabian Sea. It also posted higher Q3 profits and this trend may continue. A safe bet in times of turmoil. Add.

⚡️ Refex Industries will be declaring its Q4 and FY23 results on 18 May 2023 and is expected to notch FY23 EPS of Rs.42+. It may also declare a final dividend. Its share is underpriced. Buy. ⚡️ Tinna Rubber has new orders worth Rs.100 cr. and will soon declare Q4 results, which may push up its stock price. Buy. ⚡️ TGV SRAAC notched 9MFY23 EPS of Rs.30.81 as against 9MFY22 EPS of Rs.6.14, which may lead to FY23 EPS of Rs.42. Stock trades at a P/E of just 3.04x against industry average of 47x. Add. ⚡️ Zydus has received establishment inspection report from USFDA for its Ahmedabad manufacturing unit. Its Q3FY23 consolidated net profit rose 24.5% to Rs.622.90 cr. Add. ⚡️ Neuland Laboratories’ Q4 profit zoomed to Rs.84.54 cr. from Rs.21.78 cr. in Q4FY22. Its FY23 NP rose 151% to Rs.163.51 cr. and a dividend of Rs.10/share has been declared. Buy for hefty gains. ⚡️ Aditya Birla Capital’s Q4 profit grew 35% YoY to Rs.609 cr. It opened 277 new branches in FY23 and will continue to do so going forward. It is also raising Rs.3000 cr. for its business. Add. ⚡️ Asian Paints Q4 profit rose 45% to Rs.1234.14 cr. This evergreen share deserves a permanent place in every portfolio. Add. ⚡️ Dr. Reddy’s Labs’ Q4 profit jumped nine-fold to Rs.959 cr. It posted FY23 revenue of Rs.24,588 cr. with profit of Rs.4506.7 cr. and declared a dividend of Rs.40/share. Add for the long term. ⚡️ Godrej Consumer Products’ Q4 NP grew 25% to Rs.452.15 cr. on 9.6% higher revenue. Add. ⚡️ Garden Reach Shipbuilders has big defence orders. Add for the long term.

⚡️ Anantraj Ltd.’s subsidiary commences first phase of the 3MW Data Centre in Manesar and is a Business Partner with RailTel Corporation of India Ltd. It targets 21 MW IT Load Data Centre by FY24. Add. ⚡️ Tata group is going great guns. Indian Hotels is without a peer in terms of scale, locations, services provided etc. Stock is headed for great times. ⚡️ Titanic results from Titan Ltd. make it a formidable player and without a peer. With introduction to global markets for the first time, you can imagine its future prospects. ⚡️ Trent Ltd. too has no peers. With ambitious growth plans and unique price: product positioning, it’s bound to emerge a winner. ⚡️ Radhika Jeweltech deals in high-end legacy jewellery including fine gold & diamond studded jewellery. It has opened a huge showroom in Rajkot to boost sales & profits. Add.

⚡️ Hero MotoCorp’s Q4 standalone NP rose 37% to Rs.858.93 cr. on revenue of Rs.8307 cr. and a final dividend of Rs.25/sh. has been declared. Add. ⚡️ HDFC Q4 PAT rose 20% YoY to Rs.4426 cr. on 35.62% higher income of Rs.16692.12 cr. A safe and secured investment. Add. ⚡️ Geekay Wires notched 131% higher 9M EPS of Rs.14.4, which may lead to FY23 EPS of Rs.22 as against F22 EPS of Rs.8.7. Buy for 30% gain. ⚡️ MSTC notched 60% higher 9M EPS of Rs.23.4, which may lead to FY23 EPS of Rs.40+ as against FY22 EPS of Rs 28.3. It is yet to participate in the current PSU rally. Buy for 25% gain. ⚡️ Cigniti notched 87% higher FY23 EPS of Rs.61.3 from FY22 EPS of Rs.32.7. It has partnered LambdaTest to accelerate the Digital Assurance and transformation of global companies. Buy for 20% gain. ⚡️ Repco Home Finance notched 51% higher 9M EPS of Rs.37.1, which may lead to FY23 EPS of Rs.47+ as against FY22 EPS of Rs.31. Buy for 30% gain. ⚡️ ITL Industries notched 9M EPS of Rs.16.5 and is expected to garner FY23 EPS of Rs.22.5 on its small equity of Rs.3.2 cr. Buy for 30% gain. ⚡️ RCF notched 72% higher 9M EPS of Rs.14.6, which may lead to FY23 EPS of Rs.18+. It is also exploring business opportunities with other resource-rich countries.Buy for 25% gain. ⚡️ Federal Bank’s Q4 deposits grew 17.4% YoY, gross advances grew 20.2% YoY, retail credit rose 18.6% and wholesale credit book rose 22.2%. It may notch FY23 EPS of Rs.15+. Buy for 20% gain. ⚡️ Prakash Pipes notched 9M EPS of Rs.14.9, which may lead to FY23 EPS of Rs.22+. Buy for 30% gain.

⚡️ NMDC Steel to be divested this year. The stock quotes much below its book value. Add. ⚡️ The Supreme Court has ordered the Govt. to pay Rel Infra dues as adjudicated. Accumulate. ⚡️ Graphite India witnessing rising prices and higher volumes again. Its fortunes are dependent on the steel industry and a very big rally in the Steel is around the corner. Add. ⚡️ Low-cost carrier Spice Jet has garnered Rs.400 cr. and intends to revive 25 grounded jets for operations. Risk bearing investors may add. ⚡️ Tata Chemicals NP rose 54% and PAT grew to Rs.711 cr. Add for the long term. ⚡️ Surya Roshni is reporting higher volumes and rising prices. Hiving off the energy business will also boost its stock price. Add. ⚡️ Karnataka Bank is set to report superlative results. CASA ratio is also improving. A big spurt in price is due. Add. ⚡️ Refex Industries’ results are around the corner and FY23 EPS may be around Rs.42. Add. ⚡️ The Financial Services arm of RIL to be named Jio Financial Services Ltd. and will be separately listed soon. Buy RIL for value unlocking opportunity. ⚡️ Strides Arcolab is one of the most beaten down stocks in the pharma segment. Excellent management and investor friendly approach makes it a good Buy.