Niveshak - The Finance and Investment Club of IIM Shillong

Introduction:
Axe Capital, an asset management company, is exploring investment opportunities in the Indian Equity
Markets. The investment methodology is to select stocks with a huge potential upside and are likely to
outperform the markets in the coming decade.

Case Details:
The company's CIO has approached your team to present a stock pitch to the management based on
the shortlisted stocks.

The presentation will be made to the management, who will judge on the following parameters:
- Depth of analysis done for the company and the industry
- Coherence of the thesis presented
- Quantitative Analysis (including valuation) of the company
- Investment rationale

Problem Statement:
Create a PPT presentation (max 12 slides of content, including Title Slide and annexures) for any one of
the companies below:

Sr.No Company Industry

1 Interglobe Aviation Airlines
2 Endurance Technologies Ltd Auto Ancillaries
3 Balkrishna Industries Ltd Tyres
4 Escorts Ltd Auto
5 AU Small Finance Bank Banks
6 Biocon Bio-technology
7 Firstsource Solutions BPO/ITeS
8 Polycab Cables
9 Sterlite technology Cables
10 Philips Carbon Carbon
11 India Cements Cements
12 Cera Sanitary Sanitaryware
13 NCC Infrastructure
14 Godrej Properties Construction
 15 Galaxy Surfactants Chemicals
16 Dixon Technologies Electronic Goods
17 GMM Pfaudler Engineering
18 Tata Chemicals Fertilizers
19 Bajaj Finance NBFC
20 SBI Cards Financial services
21 Relaxo Footwear Footwear
22 Dr. Lal Pathlabs Healthcare
23 Mphasis IT
24 HDFC Life Insurance Insurance
25 ICICI Lombard Insurance
26 Alkem Labs Pharma
27 Avenue Supermart Retail
28 V-Mart Retail Retail
29 InfoEdge IT
30 Hindalco Metals

Submission Guidelines:

❖ All submissions should be in the PPT format (.ppt/.pptx). Teams are free to attach excel file
for calculations.
❖ Teams must provide their solution details in a maximum 12 slide presentation (including
cover, thank you, and annexure slides).
❖ The naming convention of the file should be TeamName_Institute Name_SMTM.
❖ All submissions for the case's solution are to be uploaded on the D2C platform by March 9,
2021, 11:59 PM.
❖ Teams shortlisted for the final round will not be allowed to make any changes subsequently in
their submissions.

In case of further queries, contact:

Arushi Mathran: 9831241234

Manish Kumar: 7837222377