7 mid & small cap #stocks from 7 different sectors that are in my BUY on DIP list :
Selection Criteria:
1. Progessive Mgm
2. Big Adressable Mkt
3. Strong Return Ratio's
4. Low Debt/Leverage
5. Institutional ownership >10%
6. High Growth Potential
Detailed 🧵with 🗝️ reasons..
Selection Criteria:
1. Progessive Mgm
2. Big Adressable Mkt
3. Strong Return Ratio's
4. Low Debt/Leverage
5. Institutional ownership >10%
6. High Growth Potential
Detailed 🧵with 🗝️ reasons..
Stock 1 : Ami Organics Ltd
CMP : ₹ 1,123/-
Buy Range (BBR): ₹950-₹1050
Stock Parameters:
OPM: 19.6 %
ROCE: 20.6 %
FII holding: 11.7 %
DII holding: 7.5 %
With 25%+ profit growth expected FY'25 & FY'26, Ami Organics has potential to give over 50% returns from the Best BUY RANGE (BR)
CMP : ₹ 1,123/-
Buy Range (BBR): ₹950-₹1050
Stock Parameters:
OPM: 19.6 %
ROCE: 20.6 %
FII holding: 11.7 %
DII holding: 7.5 %
With 25%+ profit growth expected FY'25 & FY'26, Ami Organics has potential to give over 50% returns from the Best BUY RANGE (BR)
Stock 2 : RR KABEL
CMP : ₹ 1,455
Buy Range (BR): ₹1300-₹1350
Stock Parameters:
OPM: 5.8 %
ROCE: 15.6 %
FII holding: 4.7 %
DII holding: 8.8 %
Strong sector tailwinds can bring 25%+ profit growth in FY'25 & FY'26, RR Kabel can potentially give 40-50% returns from Best BR.
CMP : ₹ 1,455
Buy Range (BR): ₹1300-₹1350
Stock Parameters:
OPM: 5.8 %
ROCE: 15.6 %
FII holding: 4.7 %
DII holding: 8.8 %
Strong sector tailwinds can bring 25%+ profit growth in FY'25 & FY'26, RR Kabel can potentially give 40-50% returns from Best BR.
Stock 3: Uno Minda
CMP: ₹ 689
Buy Range (BR): ₹600-₹630
Stock Parameters:
OPM: 11.1%
ROCE: 18.1%
FII holding: 7.9%
DII holding: 16.8%
This fast growing Auto Anc firm (3 yr CAGR profit of 57%+), can easily grow at 30%+ in FY'25 & FY'26. Uno Minda can be a 4 digit stock in 2 yrs
CMP: ₹ 689
Buy Range (BR): ₹600-₹630
Stock Parameters:
OPM: 11.1%
ROCE: 18.1%
FII holding: 7.9%
DII holding: 16.8%
This fast growing Auto Anc firm (3 yr CAGR profit of 57%+), can easily grow at 30%+ in FY'25 & FY'26. Uno Minda can be a 4 digit stock in 2 yrs
Stock 4 : Swaraj Engines
CMP : ₹ 2,383
Buy Range (BR): ₹2100-₹2200
Stock Parameters:
OPM: 13.2 %
ROCE: 55.2 %
FII holding: 2.7%
DII holding: 9.1%
Top Brand power & great cash conversion cycle makes Swaraj a comfortable 20-22% CAGR growth stock & a potential 40-50% returns in 2 yrs
CMP : ₹ 2,383
Buy Range (BR): ₹2100-₹2200
Stock Parameters:
OPM: 13.2 %
ROCE: 55.2 %
FII holding: 2.7%
DII holding: 9.1%
Top Brand power & great cash conversion cycle makes Swaraj a comfortable 20-22% CAGR growth stock & a potential 40-50% returns in 2 yrs
Stock 5 : Armaan Financials
CMP : ₹ 2495
Buy Range (BBR): ₹2200-₹2300
Stock Parameters:
OPM: 75.9%
ROCE: 18.6 %
FII holding: 6.6 %
DII holding: 7.6 %
With 30%+ profit growth expected FY'25 & FY'26, Armaan can potentially give over 50% returns from the Best BUY RANGE (BR) in 2 yrs.
CMP : ₹ 2495
Buy Range (BBR): ₹2200-₹2300
Stock Parameters:
OPM: 75.9%
ROCE: 18.6 %
FII holding: 6.6 %
DII holding: 7.6 %
With 30%+ profit growth expected FY'25 & FY'26, Armaan can potentially give over 50% returns from the Best BUY RANGE (BR) in 2 yrs.
Stock 6 : GMM Pfaudler
CMP : ₹ 1,537
Buy Range (BBR): ₹1300-₹1400
Stock Parameters:
OPM: 13.9%
ROCE: 22.1 %
FII holding: 22.6 %
DII holding: 13.1 %
Markets leader in glass lined equipment has done agressive acquisitions & with heavy order book it can very easily grow at over 20% going forward. Stock has potential to be an easy 20-22%+ compounding going forward.
CMP : ₹ 1,537
Buy Range (BBR): ₹1300-₹1400
Stock Parameters:
OPM: 13.9%
ROCE: 22.1 %
FII holding: 22.6 %
DII holding: 13.1 %
Markets leader in glass lined equipment has done agressive acquisitions & with heavy order book it can very easily grow at over 20% going forward. Stock has potential to be an easy 20-22%+ compounding going forward.
Stock 7: Transport Corp of India
CMP : ₹ 856
Buy Range (BR): Around ₹800
Stock Parameters:
OPM: 10.9 %
ROCE: 22.4 %
FII holding: 2.6 %
DII holding: 12.8 %
This pioneer of integrated multimodal logistics has grow at CAGR 20%+ in last 5 years & can easily surpass this growth story. Can be a decent 25%+ compounding story.
CMP : ₹ 856
Buy Range (BR): Around ₹800
Stock Parameters:
OPM: 10.9 %
ROCE: 22.4 %
FII holding: 2.6 %
DII holding: 12.8 %
This pioneer of integrated multimodal logistics has grow at CAGR 20%+ in last 5 years & can easily surpass this growth story. Can be a decent 25%+ compounding story.
All 7 stocks discussed above are high risk high reward. My views could be biased since I have already built conviction in their story & I might buy them for the long term on dips
The top 2 favorites from this list of 7 stocks are :
1. Transport Corp of India &
2. Ami Organics.
The top 2 favorites from this list of 7 stocks are :
1. Transport Corp of India &
2. Ami Organics.
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