Porinju Veliyath & Dolly Khanna Forum

Based on the above themes, we recommend the following stocks: HDFC Bank, Bajaj Finance, Shriram Finance, Avenue Supermarts, State Bank of India, Lupin, Hero Motocorp, Max Healthcare, Colgate, Kalpataru Projects, APL Apollo Tubes, Varun Beverages, Bharti Airtel, Prestige Estates, and Sansera ...

List of top 15 companies from the NSE 500 basket with high dividend yields of up to 8.6%

The dividend yield is computed based on the closing price of 30th June 2025. We have considered companies that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21.

https://rakesh-jhunjhunwala.in/wp-content/uploads/List-of-50-stocks-with-high-dividend-yield ...

We met the management of HG Infra led by Chairman and Managing Director Mr. Harendra Singh. HG expects 17–18% YoY revenue growth and 15–16% EBITDA margins for FY26E, with order inflows of INR 110bn. HG has strong highways bid pipeline of INR 600bn. Additionally, it has submitted bids for projects ...

Perfect past; priced future Revenue growth of ~40% YoY and a 110bps YoY margin expansion YoY (to 12.8%) in FY25—for a portfolio where two-thirds of sales come from value fashion. Unheard of! We concur: Trent is by far the most efficient fashion & lifestyle (F&L) play in India. Now that this fact is ...

We interacted with Power Finance Corporation (PFC) to understand the company’s revised growth outlook, evolving sector dynamics and asset quality trends. Here are the key takeaways:

 PFC has recalibrated its growth guidance to ~10-11% for FY26, reflecting a more cautious yet sensible approach to ...

We recently hosted in Mumbai the Indraprastha Medical management for an NDR. Key takeaways: a) discussion with the Delhi government for a stake sale in progress; timelines not defined, b) capacity increase with 350 beds at existing location likely to commence by mid-CY28, c) plans for further ...

We recently visited SJS’s manufacturing facilities in Bengaluru. The company has built end-toend capabilities, spanning from product ideation to final output. It covers all key technologies and is the only player among its peers in India to operate a 2K injection molding process. The company ...

While Delhivery has outperformed the market since announcing the acquisition of Ecom Express, we believe the uptick only reflects the benefits of consolidation. We expect significant re-rating considering the subdued headwinds over the coming year – 1) plateauing of Meesho’s insourcing at c.65%, and ...

Incorporated in 1985, Bansal Wire is the second largest manufacturer of steel wire in India and the largest stainless steel wire manufacturer. With five plants in north India it expects to raise consolidated capacity ~2.5x to 0.679m tonnes, surpassing Tata Steel’s ~7-8% market share in steel wiring ...