No Stock Name CMP Entry-2 Target Times PE Industry PE-I Dividend (D-Y-B-P) Holding (P-MF-DII-FII) Market Cap OPM

-P) Holding (P-MF-DII-FII) Market Cap OPM (%) ROE (%) Cash Reserve (Cr) Debt (Cr) Research
Dividend (%) Yield (%) Beta Pledge (%) Promoter MF DII FII
1. Sales Growgth 6% vs 4.3% (HUL).
1 ITC 193 150 1000 5.18 17 FMCG 70 1015 5.67 0.65 0 0 9.44 74.63 14.58 220383.20 36 2. Operating Margin 36% vs 26% (HUL).
3. Net Profit Margin of 25% vs 14% (HUL).
1. Market Share 18%.
2 HDFC LIFE 646 530 2100 3.25 Insurance 63 9 2. Strong Renewal Premium Growth of 24%.
3 ADANI PORT 411 321 1000 2.43 Shipping
4 TATA CHEMICAL 392 278 900 2.30 Chemical 1. Standalone Debt Free
5 L&T 1122 900 2700 2.41 Construction 1. Divident Payout of 28%, Order worth 2500 Cr.
1. Virtually Debt Free.
6 OBEROI REALITY 460 350 1650 3.59 Real Estate 2. Sales Growth in 3 year = 26%.
3. Real Estate Growth' 2030
7 CASTROL 125 100 650 5.20 16 Oil 20 1. Debt Free and 770 Cr Reserve
8 MANAPPURAM 179 130 700 3.91 9 Finance 28 82.5 1.07 1.44 2.19 35.05 7.07 12.04 39.42 13083.33 70.25 25.54 1. Dividend - 137% FV
9 HDFC AMC 2530 1800 8000 3.16 Fimance 1.10% 77 1. Only competitor listed is NAM-INDIA and UTI
1. Positive Price Action.
10 IDFC FIRST 36.5 26 200 5.48 Banking 2. Promising New Management.
11 MACDOWELL 548 462 5500 10.04 Liquor 1. Target Duration: 7 year.
1. Increased Market Share of 10225 Cr in existing products.
12 GRANULES 390 300 850 2.18 API 2. Operational Efficiency leading to 460 Cr in FY'20.
1. Tramsmission of Natural Gas.
13 GSPL 200 160 762 3.81 Transmission 2. Component PE of 5.2 to Industry PE of 17.
3. Below 50 & 200 DMA, witnessed Heavy Volume Inflow in August 2020.
1. Market Leader with highest Market Cap of 621 Cr.
14 KOKUYO CAMLIN 62 47 300 4.84 Stationary 2. Largest Brand across Stationary Products
15 NMDC 92 70 245 2.66 Metal 1. PSU with excellent Dividend History.
1. Reliance Stake UP.
16 ASIAN PAINTS 1950 1700 5000 2.56 Paint 2. CAGR of 29%.
1. Positive outlook india auto sector post 45 5 correction
17 TATA MOTORS 180 120 500 2.78 Auto 2. FY 2022 earnings will be UP sharply.
3. Increasing cash reserves against Liabilities to rs. 61491 Cr.
18 SUN TV 439 370 830 1.89 Media 500 5.87 0.99 0.16 75 5.47 8.37 10.32 16798 52.17 24.19 3000 1. No plans to divest - IPL Hyd.
1. Idea stake sell on Cards.
19 IDEA (VI) 9.8 6 50 5.10 Telecom 2.29 0.04 32039 20.51 2. Demographic Dividend.
1. Operating Profit 1147 cr.
20 YES BANK 14.5 10 70 4.83 Banking 0 0 1.9 0 0 1.7 69.68 13.72 37582 PAT of 45 Cr.
21 HEROMOTO 2900 2300 10000 3.45 Auto 1. HERO dominates in Motorcycle with 54% market share.
1. revenue up in africa unit.
22 BHARTI AIRTEL 460 380 900 1.96 Telecom 2. positive results QoQ. 3. No COVID impact on sector.
3. 135 Cr. Population in india and only 3 players.

1. One stop Service provider offering Pipe solutions.

2. highest Ever Sales (9957 cr). Net Debt reduced by 2534M during the year.
23 WELSPUN CORP 118 90 400 3.39 Pipe Solution 3. Impetus by Govt. to enhance pipeline network in Oil & Gas sector.
4. Driving force for Gas based economy (GAIL).
5. Jal Jeevan Mission, Atal mission, PMKSY.
1. 10 year CAGR 25%.
24 PIDILITE 1540 1350 SKY #VALUE! Adhesive 70 10.5 19.5 2. No better example of a monopoly.
3. Popular feviclo, feviquick, Dr. Fixit, m-seal. Consistent revenue growth.
1. Promoter KM Shaw (BIOCON).
25 SYNGNE 577 470 1350 2.34 Agro Chemical 2. New clients: herbal life, GSK, Zoetis.
1. Healthy dividend Payout 37.94%.
26 IRCTC 1350 1100 4000 2.96 Catering 2. Monopoly catering to railways & Torism.
3. Debt free with reserves of 1168 Cr.
1. NAFTA-Agrochem are essential commodity.
27 SHARDA CROP 277 200 750 2.71 AgroChem 45.43 4.63 2412.5 11.73 2. 150 Cr Liquid reserve .
1. Leading Zinc miner globally.
28 HINDUSTAN ZINC 229 180 780 3.41 Metal 2. Superior Liquidity with Stroong Cash flow from Operation of 69bn in FY20.
1. 4th Largest player in Domestic formulation.
29 CADILA 430 360 1000 2.33 HealthCare Leader in Higher Growth 9Gastro, Cardio, Respiratory, Gyno)
1. Only textile chemical listed in India.
30 FINOTEX CHEMICAL 37 33 145 3.92 Chemical 71.4 5 2. Many well known Investment houses are holding stake in FCL.
1. Sugar Sector - Operating Revenue: 105 Cr.
31 EID PARRY 346 250 730 2.11 9 Sugar 27 45 2. Bullish on Technical Charts.
 1. New Sunrise for investors.
32 HDFC BANK 1350 1100 3500 2.59 20.91 Banking 37.04 572827 16.5 2. Mr Shashidhar Jagdishan - New CEO change agent for the Bank.
1. Manufacture of Storage Batteries & Allied Products.
33 EXIDE 184 150 700 3.80 Battery 2. Growth in sales in After Market of Automotive & UPS Batteries.
3. Cost Control & Techno Upgrade - Bottom Line
1. Retail Holding only 4%.
34 TCS 2600 2300 10000 3.85 IT 72 8 16 37 2. TCS OP Profit 42000 Cr vs INFY 23000 Cr.
3. Sales Growth in 3 Years = 10%.
1. Production has ben 44MMTOE against 45 MMTOE during FY'19
35 ONGC 78 60 210 2.69 PSU 2. Complany drilled 500 wells inspite of less rig months amid lockdown.
3. Reserve repalcement ratio (RRR) from domestic field was 1.1.
1. Big players control a major stake iin MARICO with govt holdings.
36 MARICO 355 315 855 2.41 FMCG 675 3.75 0.48 0 59.61 2.19 12.36 23.66 49131.33 2. FII increased their stake in last 2 qtrs.
3. Monthly BO on charts above 348.

1. Healthy Dividend Payout.

2. 2nd Highest Reserves among Peer of 9067 cr.
37 SIEMENS 1450 1150 3500 2.41 Industry 3. Highest operating Profit of 11000 Cr in Industry.
4. reduced other Liabilities to 5975 Cr.
5. Announced acquisition of C&S Electric.

1. Bulk Drug & Formulation.

2. 3 time UP in OPM% to 395 Cr.
38 SUVEN PHARMA 375 320 650 1.73 Pharma 20.08 3. Debtors Days Imporved to 51 days, Pledged 0%.
4. Above 50 & 200 Dma
5. invested 338 Cr (from 7.13 Cr in 2019), sales UP (833 Cr).
1. Oldest Stock Exchange, available at 50% of its Listing Price.
39 BSE 510 440 1200 2.35 Index 2. Debt free.
3. NSE IPO will be big Positive (Sector Movement)
40 GTPL HATHWAY 105 67 450 4.29 Transmission 75 10.7 1. Delivered CAGR of 44.64% in 5 years with Healthy Dividend of 40.45%

1. Delivered CAGR of 46% in 5 years.

2. Trading above 50 & 200 DMA
3. 3rd Highest Market Cap with Sound Dividend Yield of 0.2%.
41 SUMITOMO CHEMICAL 270 200 735 2.72 Chemical
4. Only Stock in Peer making Profit of 45 Cr.
5. Escalated ROCE of 29%.
6. Cash Reserves of 709 Cr.
1. Unprecedented increase in Investments from 2.1 to 22.1 in March 2020.
2. Upgrading, Renewals 7 replacements of Existing facility and R&D Projects.
42 MIDHANI 180 130 550 3.06 Metal 74 0.83 771 133
3. Made in India. 2nd Hoghest Market Share in the Industry.
4. Defence sector on BJP radar.
1. Healthy Market position with 29Mn TPA capacity.
2. Strong Link with ACC (33MTPA).
43 AMBUJA CEMENT 250 190 700 2.80 Cement
3. Ambuja acquired majority stake in ACC from Lafarge.
4. Ambuja and ACCshare 14% market share in Indian Cement.

1. Cumulative Collection Efficiency remained above 98%.

44 ICICI BANK 452 370 1100 2.43 Banking
2. High Amortization-July 20 payout leading to lower uncertainty around performance.
3. Price above 50 & 200 DMA.

45 PETRONET LNG 251 205 640 2.55 Transmission 1. Suffient gearing headroom to raise additional debt to meet its capital expenditure.
2. Healthy Dividend Payout of 56%.
3. Controls nearly 40% of Domestic RLNG capacity.
4. 2.5MTPA expansion of Dahej LNG was entirely funded through Internal Cash Accrual.
1. Vehicle leased (keep Operating Margin & ROCE strong).
2. Enjoys Synergic Benefits with TCIL, Largest Integrated Supply Chain Service
46 TCI EXPRESS 770 680 1580 2.05 Logistics
Provider.
3. Unused reserves 357 cr.
47 DIVIS LAB 3605 3000 6000 1.66 Pharma 800 0.46 0.55 0 51.96 14.84 21.04 18.28 92103 33.84 1. Naam hi kaafi hai!