✨10 Consistently Growing, Top Quality & Reasonably Priced MID CAP 💎#stocks that I believe have immense Potential going forward !
(I personally own 3 of these💎stocks in my core portfolio & is shared here)
Time to Grab your Coffee ☕️
& Enjoy this Short Thread🧵..
(I personally own 3 of these💎stocks in my core portfolio & is shared here)
Time to Grab your Coffee ☕️
& Enjoy this Short Thread🧵..
✨1. KEI Industries
Manufactures range of Housing Wires to Extra High Voltage (EHV) Cables & has now diversified into EPC services for power transmission projects
CMP ₹ 1750/-
RoCE & RoE: 23.8 % & 19.2%
Mcap/Sales: 2.36
PEG: 1.09
Profit Growth last 5Yrs : 32.0 %
EV/EBITDA: 22.2
Manufactures range of Housing Wires to Extra High Voltage (EHV) Cables & has now diversified into EPC services for power transmission projects
CMP ₹ 1750/-
RoCE & RoE: 23.8 % & 19.2%
Mcap/Sales: 2.36
PEG: 1.09
Profit Growth last 5Yrs : 32.0 %
EV/EBITDA: 22.2
✨2. Allcargo Logistics
Leading integrated logistics solutions in multimodal transport operations, container freight station & contract logistics operations.
CMP ₹ 346
RoCE & RoE : 26.4 % & 32.1%
Mcap/Sales: 0.44
PEG Ratio : 0.36
Profit Growth last 5Yrs : 31.6 %
EV/EBITDA: 6.39
Leading integrated logistics solutions in multimodal transport operations, container freight station & contract logistics operations.
CMP ₹ 346
RoCE & RoE : 26.4 % & 32.1%
Mcap/Sales: 0.44
PEG Ratio : 0.36
Profit Growth last 5Yrs : 31.6 %
EV/EBITDA: 6.39
✨3. Narayana Hrudalaya
Owns/operates 47 healthcare facilities with a network of multispecialty & super specialty hospitals spread across multiple locations
CMP ₹ 775/-
RoCE & RoE : 24.8 % & 26.8%
Mcap/Sales: 3.65
PEG Ratio: 0.94
Profit Growth last 5Yrs : 32.8 %
EV/EBITDA: 17.4
Owns/operates 47 healthcare facilities with a network of multispecialty & super specialty hospitals spread across multiple locations
CMP ₹ 775/-
RoCE & RoE : 24.8 % & 26.8%
Mcap/Sales: 3.65
PEG Ratio: 0.94
Profit Growth last 5Yrs : 32.8 %
EV/EBITDA: 17.4
✨4. G.R Infra
Civil construction projects firm (EPC & BOT) in road sector & has designed & constructed over 100 road projects across 16 states in India
CMP ₹ 992/-
RoCE & RoE : 16.3 % & 18.9%
Mcap/Sales: 1.04
PEG Ratio : 1.01
Profit Growth last 5Yrs : 7.22 %
EV/EBITDA: 5.75
Civil construction projects firm (EPC & BOT) in road sector & has designed & constructed over 100 road projects across 16 states in India
CMP ₹ 992/-
RoCE & RoE : 16.3 % & 18.9%
Mcap/Sales: 1.04
PEG Ratio : 1.01
Profit Growth last 5Yrs : 7.22 %
EV/EBITDA: 5.75
✨5. Fine Organics
India's Largest & Globally 6 largest manufacturer of wide range of oleochemical-based additives used in foods, plastics, cosmetics, etc.
CMP ₹ 4490/-
RoCE & RoE: 38.8 % & 30.7%
Mcap/Sales: 4.34
PEG: 0.82
Profit Growth last 5Yrs : 27.2 %
EV/EBITDA: 15.30
India's Largest & Globally 6 largest manufacturer of wide range of oleochemical-based additives used in foods, plastics, cosmetics, etc.
CMP ₹ 4490/-
RoCE & RoE: 38.8 % & 30.7%
Mcap/Sales: 4.34
PEG: 0.82
Profit Growth last 5Yrs : 27.2 %
EV/EBITDA: 15.30
✨6. Redington
Premier distributor & supply chain expert in products for 200 + global technology vendors in IT & Mobility spaces serving 37 emerging markets.
CMP ₹ 175/-
RoCE & RoE : 29.3 % & 23.8%
Mcap/Sales: 0.18
PEG : 0.41
Profit Growth last 5Yrs : 22.6 %
EV/EBITDA : 6.1
Premier distributor & supply chain expert in products for 200 + global technology vendors in IT & Mobility spaces serving 37 emerging markets.
CMP ₹ 175/-
RoCE & RoE : 29.3 % & 23.8%
Mcap/Sales: 0.18
PEG : 0.41
Profit Growth last 5Yrs : 22.6 %
EV/EBITDA : 6.1
✨7. KAMA Holdings
Investment company of SRF ltd. Principal activities of its subsidiaries is technical textiles, chemicals, packaging films & Polymers.
CMP ₹ 12,248/-
RoCE & RoE : 34.5 % & 22.3%
Mcap/Sales: 0.53
PEG Ratio : 0.25
Profit Growth last 5Yrs : 24.4 %
EV/EBITDA: 2.99
Investment company of SRF ltd. Principal activities of its subsidiaries is technical textiles, chemicals, packaging films & Polymers.
CMP ₹ 12,248/-
RoCE & RoE : 34.5 % & 22.3%
Mcap/Sales: 0.53
PEG Ratio : 0.25
Profit Growth last 5Yrs : 24.4 %
EV/EBITDA: 2.99
✨8. Deepak Fertilizers & Petro Chem
Manufacturer of TechAmmonium Nitrate (mining chemicals) & Industrial Chem & 2nd largest producer of Nitric Acid in S-East Asia.
CMP ₹ 642
RoCE & RoE : 19.5 % & 20.3%
Mcap/Sales: 0.70
PEG: 0.17
Profit Growth last 5Yrs : 34.1 %
EV/EBITDA : 4.4
Manufacturer of TechAmmonium Nitrate (mining chemicals) & Industrial Chem & 2nd largest producer of Nitric Acid in S-East Asia.
CMP ₹ 642
RoCE & RoE : 19.5 % & 20.3%
Mcap/Sales: 0.70
PEG: 0.17
Profit Growth last 5Yrs : 34.1 %
EV/EBITDA : 4.4
✨9. Aarti Industries
Manufacturer of speciality chemicals in Benzene based derivatives. Has 21+ manufacturing units, with 100+ products & exports to 60+ countries
CMP ₹ 547
RoCE & RoE : 22.1 % & 27.8%
Mcap/Sales: 2.9
PEG : 1.00
Profit Growth last 5Yrs : 32.9 %
EV/EBITDA : 17.2
Manufacturer of speciality chemicals in Benzene based derivatives. Has 21+ manufacturing units, with 100+ products & exports to 60+ countries
CMP ₹ 547
RoCE & RoE : 22.1 % & 27.8%
Mcap/Sales: 2.9
PEG : 1.00
Profit Growth last 5Yrs : 32.9 %
EV/EBITDA : 17.2
✨10. IIFL Finance
Diversified NBFC engaged in Home loan, Gold loan, business loan, microfinance, capital market finance and developer & construction finance, etc.
CMP ₹ 461
RoCE & RoE : 11.3 % & 20.0%
Mcap/Sales: 2.28
PEG: 1.08
Profit Growth last 5Yrs : 11.6 %
EV/EBITDA : 8.84
Diversified NBFC engaged in Home loan, Gold loan, business loan, microfinance, capital market finance and developer & construction finance, etc.
CMP ₹ 461
RoCE & RoE : 11.3 % & 20.0%
Mcap/Sales: 2.28
PEG: 1.08
Profit Growth last 5Yrs : 11.6 %
EV/EBITDA : 8.84
All 10 💎#stocks discussed here are for your further analysis & understanding
Parameters for selection : High RoCE's & RoE's coupled with remarkably low PEG (price/growth), Low debt, Consistent Growth, Good Mgm pedigree, comfortable interest coverage ratio & solid business model.
Parameters for selection : High RoCE's & RoE's coupled with remarkably low PEG (price/growth), Low debt, Consistent Growth, Good Mgm pedigree, comfortable interest coverage ratio & solid business model.
Disclaimer: In the past I have owned Narayan Hrudalaya (exited recently) & Aarti Ind (excited in 2021).
From the 10 stocks discussed, I presently own the following 3 Midcap in my core portfolio:
✨KEI Industries since 2015,
✨Redington since 2018 &
✨IIFL Finance since 2021.
From the 10 stocks discussed, I presently own the following 3 Midcap in my core portfolio:
✨KEI Industries since 2015,
✨Redington since 2018 &
✨IIFL Finance since 2021.
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