Sitemap - 2023 - MoneyMuscle
Dynacons Systems & Solutions: PAT up 95% & Revenue up 27% in H1-24 at a PE of 18
LT Foods: PAT growth of 55% & Revenue growth of 15% in H1-24 at PE of 14
Nucleus Software Exports: PAT growth of 350% & Revenue growth of 59% in H1-24 at PE of 19
Cigniti Technologies: PAT growth of 25% & Revenue growth of 12% in H1-24 at a PE of 16
SKM Egg Products: PAT growth of 236% & Revenue growth of 32% YoY at a PE of 8
Talbros Automotive Components: PAT growth of 50% & Revenue growth of 21% in H1-24 at a PE of 27
Sharda Motor Industries: PAT up 35% & Revenue up 7% in H1-24 at a PE of 16
Marathon Nextgen Realty: PAT up 184% & Revenue up 26% in H1-24 at a PE of 13
Welspun Corp: 90% EBITDA growth & 50% revenue growth in FY24 at a PE of 17
Manappuram Finance: PAT growth of 53% & Income growth of 31% in H1-24 at a PE of 7 & P/B of 1.24
Fineotex Chemical: PAT growth of 41% & long term PAT growth of 25%+ CAGR at PE of 34
IIFL Securities Ltd: PAT growth of 84% & Revenue growth of 51% in H1-24 at a PE of less than 11
BLS International Services: PAT up 88% and Revenue up 26% in H1-24 at PE of 40
PG Electroplast: Meeting FY24 guidance with PAT up 96% & Revenue up 32% in H1-24 at a PE of 47
Jindal Saw: 30%+ revenue growth & 100%+ EBITDA growth in FY24 at a PE of 12
Gravita: 35%+ PAT & 25%+ revenue CAGR till FY27 at a PE of 32
Zen Technologies: 134% revenue CAGR FY23-25 at a PE of 67. "Obscene growth" coming in next 4 years
Lloyds Metals & Energy: 92% EBITDA growth & 100% revenue growth YoY in H1-24 at a PE of 22
Shilchar Technologies: PAT up 173% & Revenue up 48% YoY in H1-24 at a PE less than 20
CreditAccess Grameen: 122% PAT growth & 54% income growth in H1-24 at a PE of 20
IndusInd Bank: 18-23% loan growth CAGR for FY23-26 at a PE of 14 and price to book of 2
Newgen Software Technologies: Outlook of 38% revenue CAGR for FY22-27 at a PE of 38
Som Distilleries & Breweries: 43% PAT growth & 57% revenue growth in H1-24 at a PE of 36
Anand Rathi Wealth: 37% PAT CAGR & 26% revenue CAGR for FY18-24 at forward PE of 35
Angel One: PAT up 33% & revenue up 30% in H1-24 for a PE of less than 17
Avantel: 49-72% PAT growth in FY24 at a PE of 66
Cigniti Technologies: 25% dollar revenue CAGR till FY27 at PE of about 12
KPI Green Energy: 44% revenue growth & 57% PAT growth in H1-24 for a PE of less than 25
Kuantum Papers: 27-32% EBITDA growth and 15% revenue growth at a PE less than 7
Kilburn Engineering: 50% revenue CAGR till FY25, 35% growth in FY24 at a PE of 19
Salzer Electronics: 2X revenue by FY27, 26% revenue & 26% PAT growth at a PE of 18
Power Mech Projects: 39-50% FY24 revenue growth, 35% CAGR till FY26 at 25 PE
Jindal Saw: 30%+ revenue growth & 100%+ EBITDA growth in FY24 at a PE of 12
Krsnaa Diagnostics: 30-35% revenue CAGR for FY23-25 at a PE of 35
Foods & Inns: 60%+ PAT growth in FY24, PLI impact of 3.3X FY23 PAT coming between FY23-27 at 21 PE
Shankara Building Products: 34% EBITDA & 26% revenue CAGR for FY23-28 at a PE of 24
IFGL Refractories: 25%+ growth in FY24, 19-26% growth outlook till FY27, at a 18 PE
Dynacons Systems & Solutions: 65-85% revenue growth in FY24 at a PE of 20
Waaree Renewables: 3X revenue & volume in FY24, order book 3.3X FY23 execution at 47 PE
JK Paper: 39% growth in EPS at a PE of 5 and a free cash flow yield of 23%
Syrma SGS: 59% growth in FY24 on the back of 52% revenue CAGR for FY21-23 at a PE of 67
PG Electroplast: 30% revenue growth & 28% operating profit growth to drive 44% growth in PAT
Dreamfolks Services: 60%+ revenue growth in FY24 despite a weak Q1-24 at PE of 37
Servotech Power Systems: Tripling in FY21-23, doubling in FY24, 5 times in FY23-25
Rategain Travel Technologies: Growing at a 50% CAGR FY21-23, 2X in FY24-26
Kaynes Technology: PAT at 117% CAGR for FY20-23, 60-90% PAT growth in FY24 at 88 PE
Pakka: 35% revenue growth in FY24, 33% revenue CAGR for FY23-26 at 16 PE
Radiant Cash Management: Consistent free cash generator, guiding 22-24% CAGR at 16 PE
Satin Creditcare Network: 25%+ AUM growth with possibility of beating FY24 guidance for a PE of 6
Shriram Finance: 15%+ EPS growth & 15% AUM growth CAGR for FY24-26 at a PE of 11
Phantom Digital Effects: Guidance of 75-80% revenue growth & 33-35% EBITDA in FY24
NCC: Order book 3.6X FY23 revenue, 20% revenue growth guided for FY24 at a PE of 15
Ksolves India: 95% revenue growth & 250%+ PAT growth for FY19-23
Kirloskar Oil Engines: Executing 2X-3Y strategy. Double revenue in 3 years. Double by FY25.
CreditAccess Grameen: Aiming 20-25% CAGR over next 4-5 years
Zen Technologies: Obscene growth, fantastic coming four years
Venus Pipes & Tubes: 2-2.5X revenue by FY25, a track record of 86% PAT CAGR for FY19-23
Marathon Nextgen Realty: PAT 179% & revenue 87% CAGR for FY20-23 at a PE of 12
KPI Green Energy: Minimum 50-60% volume growth in FY24. At reasonable valuations
Agarwal Industrial Corporation: 6.8X revenue & 10.3X PAT FY17-23 at reasonable valuations
Talbros Automotive Components: 20%+revenue, 28-31% EBITDA CAGR till FY27
Vishnu Chemicals: 2X+ top-line in last 2 yrs, similar pace expected for FY24
ITD Cementation: Order book 3.6X FY23 revenue to grow top-line by 26-34% in FY24
Welspun Corp: 1.5X revenue, 3.4X EPS committed for FY24
WPIL Ltd: Order book 2.6X FY23 revenues, to be executed in 3 years
Man lnfraconstruction: Strong growth trajectory
Best Agrolife: Confident to deliver 30% growth with 20% EBITDA margin
Beta Drugs: Don't see hurdles to 2X by FY26
Sharda Motor: Growth at a good value
Aavas Financiers: Huge runway for consistent and sustainable growth
CCL Products: Smell the coffee, its richly valued
Glenmark Life Sciences: Solid business, reasonable price, outlook for growth
Buy 25%+ growth at a PE less than 6: Ujjivan Small Finance Bank
Tanla Platforms: Earnings expected to grow faster than revenue
Shivalik Bimetal Controls: 3.4X revenue & 4X PAT opportunity
India Pesticides Ltd - Hit by a speed breaker
Jyoti Resins and Adhesives - Growth or illusion?
Supriya Lifescience - No margin of safety
Time Technoplast - Tepid growth for a fair price
Tarsons Product Limited - Very Expensive
SJS Enterprises - Very Bullish management
Balaji Amines - Attractive price for 2X by 2026
Allcargo Logistics - Cheap stock
Likhitha Infrastructure Limited - Big order book
HG Infra Engineering Ltd - Attractively priced
Angel One - Attractively priced
Archean Chemical Industries - 2X in 2-3 years
Gujarat Themis Biosyn - Get growth at an attractive price
Madhya Bharat Agro Products Ltd. - Opportunity in the Midst of a Growth Cycle
Polyplex Corp Ltd. - Attractively priced
Share India Securities Ltd - High returns
Prudent Corporate Advisory Services Ltd - On a roll
Alkyl Amines Chemicals Ltd. - Expensive stock
Aditya Vision Ltd - Exciting growth
Happiest Minds Technologies Ltd - Expensive stock
Laurus Labs Ltd - Uncertain outlook
Ami Organics Limited - Overpriced share
Indian Railway Finance Corporation - Solid Performance
Ami Organics Limited - Overpriced share
Knowledge Marine & Engineering Works Ltd - Blow out performer
Caplin Point Laboratories Ltd - Solid prospects
Metropolis Healthcare Ltd. - Expensive Stock
Safari Industries (India) Ltd - Avoid
Fineotex Chemical Ltd - A high growth stock
Gravita India Ltd - Will soon become a mid cap
Fine Organic Industries Ltd - Fine company
V-Mart Retail Ltd - Incredible Growth
Vijaya Diagnostic Centre Ltd - Overpriced share
GMM Pfaudler Ltd. - Outlook is bright
