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  • Lak. Mach. Works

    We expect moderate revenue CAGR of ~8% over FY18-20E owing to (a) realizations remaining under pressure due to increased competition. LMWL has recently altered machine delivery method from transporting components for assembly at customer’s unit to dis...

    Buy Reco. Price: 7,050.00

  • Siemens

    We estimate revenue CAGR of 15% (FY17-20E) on account of strong growth in order backlog, which stands at ~Rs12,700cr. Energy segment holds high potential given increasing emphasis on strengthening distribution and smart grids. The muted domestic transmissio...

    Buy Reco. Price: 964.00

  • Thermax

    Recovery in all the key sectors will boost Themax’s order book, which currently stands at Rs6,420cr (up ~30% yoy). Thermax is expected to benefit from Rs12,000-15,000cr (primarily from NTPC) opportunity in Flue-gas desulfurization (FGD) systems. T...

    Buy Reco. Price: 961.00

  • Allcargo Logist.

    We expect Allcargo’s revenue and PAT to grow at a CAGR of 11.2% and 22.1%, respectively over FY18-20E with an EBITDA margin of 7.3% in FY20E. Allcargo’s revenue growth will be aided by (a) dry bulk trade contribution-11.5% and 10% CAGR in transp...

    Buy Reco. Price: 111.90

  • Voltas

    Voltas will witness strong growth in air conditioners/air coolers in the long term due to increasing penetration backed by rising disposable income and erratic weather conditions. We expect Unitary cooling products (UCP) to grow at ~17% CAGR (FY18-20E) aide...

    Buy Reco. Price: 568.00

  • Siyaram Silk

    SSML is an Indian blended fabric and garment manufacturer. We expect revenue CAGR of ~12% over FY18-20E due to (a) robust growth of garment segment and (b) increase in share of branded products sales (like ‘Cadini’). Further, debt repayment and ...

    Buy Reco. Price: 536.00

  • Symphony

    Symphony has launched new air coolers – ‘i-Pure’ (first multi-stage air purification system) and ‘CLOUD’ – a wall mounted cooler, which may bite into market share of air conditioners. Symphony’s entry into China...

    Buy Reco. Price: 1,066.00

  • Amber Enterp.

    AEL stands to gain from growing RAC market given its whopping 55.4% market share. AEL is focused on increasing share of high margin ODM based manufacturing (~currently 72% of sales) by enhancing its product portfolio e.g. IOT based Inverter RACs.  AEL ...

    Buy Reco. Price: 929.00

  • Dr Lal Pathlabs

    We estimate revenue/PAT CAGR of 17.1%/19.7% respectively over FY18-20E. We are positive on DLPL due to (a) positive industry macros, (b) business expansion in east, south and west, (c) ramping up of its wellness business under brand Swasth and (d) better Ro...

    Accumulate Reco. Price: 985.00

  • D B Corp

    DB Corp (DBCL) would deliver revenue and PAT CAGR of 9.4% and 14.6%, respectively over FY18-20E owing to aggressive circulation expansion in Bihar and other key markets (mainly tier II and III cities) and various cost control initiatives. Though the company...

    Buy Reco. Price: 212.00