CMP- 142 Market Cap- 1,400 cr Industry- Paper Manufacturing Business Overview Satia Industries Limited (SIL), is one of the largest Wood and Agro-based paper manufacturers in India. SIL was incorporated by Dr. Ajay Satia in 1980. The company started producing paper in 1984 with a tiny capacity of 4,950 MT per annum. Over the years, as the company grew its manufacturing operations. The plant facility … Continue reading SATIA INDUSTRIES- PAPER PROFITING FROM PAPER

LG Balkrishnan & Bros– Riding on the two wheeler boom

Market Cap- 2,350 cr CMP-750                                                 Business Overview LGB, one of the leading industries in South India was established way back in 1937. Started with a fleet of 250 buses, LGB grew into India’s leading Roller chain manufacturer mainly catering to the ever growing 2 wheeler space. Since then the company has come a long way, keeping pace with the latest technological advancement and meeting customer … Continue reading LG Balkrishnan & Bros– Riding on the two wheeler boom

AEGIS LOGISTICS- Gearing for Growth

Market Cap– 9,050 cr CMP– 255 Business Overview Aegis Logistics (AGIS) is a leading gas logistics player in India with two main divisions –Gas and Liquids. While the Gas division is its main growth driver, the Liquids division provides the company with steady cash flows. Gas Logistics Division (~75% of EBITDA: ~6% sourcing, 58% logistics, 11% distribution). Its three main business activities under the Gas … Continue reading AEGIS LOGISTICS- Gearing for Growth


Market Cap- 2,900 cr CMP- 1,007 Business Segments Manufacturing Segment Bulk Alcohol: Backbone of the 360 degree business model. Globus is the largest grain based Extra Neutral Alcohol (ENA) manufacturer in India with a capacity of 19.5 cr litres. FY21 capacity was 16 cr ltrs Reputed IMFL players are major customers for Bulk Alcohol. Presence in Rajasthan, Haryana, Bihar and West Bengal. Franchisee Bottling: Strong … Continue reading GLOBUS SPIRITS

AUTOMOTIVE AXLE- Perfect Proxy to Economic Recovery

Cmp – 1,700 Market Cap – 2,600 cr Industry – Auto Ancillaries Business Overview Automotive Axle Limited (AAL) is a joint venture of Kalyani Group and Meritor Inc., USA. It has its manufacturing facility at Mysore (Karnataka) and is the largest independent manufacturer of Rear Drive Axle Assemblies in India. The company has also expanded its footprints in North India with its plants at Pantnagar, … Continue reading AUTOMOTIVE AXLE- Perfect Proxy to Economic Recovery

Tamil Nadu Newsprint (TNPL)- Profit from Paper

Cmp- 211 Market Cap- 1460cr Company Overview TNPL has over 4 decades of experience and unedifying trust in delivering quality writing & printing paper & packaging paper products & solutions to its customers. TNPL was commissioned in 1985 with an installed capacity of 90,000 TPA of Newsprint and Fine paper. Over the years, the Unit is now equipped with state-of-the-art automation in all three modern … Continue reading Tamil Nadu Newsprint (TNPL)- Profit from Paper

Chemplast Sanmar: Monopoly Business

Market Cap: 9,750 cr Cmp: 615 Industry:  Specialty Chemicals Business Overview Largest Manufacturing Plant: Chemplast Sanmar is the leading Chemical Manufacturer in India specializing in Specialty paste PVC, S-PVC, Caustic Soda, Chloromethanes & Hydrogen Peroxide. It is the largest manufacturer in paste PVC resin & 2nd largest in S-PVC. Segment wise contribution to the revenues Paste PVC & Suspension PVC have the highest contribution to … Continue reading Chemplast Sanmar: Monopoly Business

Kolte-Patil Developers Limited

CMP – 345 Market Cap – 2,600cr Industry – Real Estate Business Overview Kolte-Patil Developers Ltd (KPDL) is a leading real estate company with dominated presence in the Pune residential market. KPDL, incorporated in 1991, is headquartered in Pune, and 2007 was listed in the market. KPDL is a trusted name with a reputation for high-quality standards, design uniqueness, corporate governance, transparency, and timely project … Continue reading Kolte-Patil Developers Limited

Coastal Corporation- Fishing for a multibagger

Coastal Corporation- fishing for a multibagger Cmp 304 Market Cap 325 cr Industry: Shrimp & Sea Food Initiated on Jan 10, 2022 Detailed note posted on Jan 16, 2022 Company Overview Coastal Corp (CCL) is among top ten player in Shrimp processing and distribution industry. The company is based out of Visakhapatnam is engaged in processing and exporting of extensive range of shrimp products across … Continue reading Coastal Corporation- Fishing for a multibagger

Bharat Bijlee Ltd

Bharat Bijlee Ltd CMP – 1790 Market Cap – 1021cr Industry – Engineering and Capital Goods Industry Updated on twitter on Nov 24, 2021 Business Overview Bharat Bijlee Ltd (BBL) is a pioneer in electrical engineering in India and one of the most trusted names in the industry today. BBL was established in 1946. The Forbes Asia Best under a Billion Company Award received in … Continue reading Bharat Bijlee Ltd