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

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

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

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