Porinju Veliyath & Dolly Khanna Forum

AVALON's long-term revenue trajectory will continue to be strong due to 1) the addition of new customers in the US & Indian markets & 2) order inflows from high-growth/high-margin industries such as Clean Energy, Mobility & Industrials. TP ₹920 (+30%) Avalon Technologies (AVALON) reporte...

Trump has pledged to stop renewable projects on “day one” of his office & impose protectionist policies. This will adversely affect Cos like Waaree Energies, Adani Green, Kaynes Tech, Olectra, Websol Energy etc which import solar cells from China & export solar modules to the US This shift c...

LT Foods is a multibagger with 1433% return in 5 years. It has well known FMCG RTE brands like Daawat etc. M-Cap is ₹13,500 Cr. In the last 18 years, revenue CAGR is 18% & PAT CAGR is 21%. Products are exported to USA (50% market share) etc. Mukul Agrawal holds 1.15% (₹156 Cr) https://pbs.twimg....

Jagsonpal Pharma has investments by Mukul Agrawal (₹28 Cr), Lincoln Coelho (₹19 Cr) & Sanjay Dangi (Authum) (₹23 Cr). M-Cap is ₹1600 Cr. Promoters hold 68%. Co is Debt-Free. RoCE is 18%. It has a portfolio of drugs focusing on Gynecology & Orthopedic with many leading brands https://pbs.twim...

PCBL Ltd (erstwhile Phillips Carbon Black) is the leading manufacturer of carbon black, which is used as a reinforcing material in tyres. PCBL is India’s largest and world’s 7th largest carbon black manufacturer with installed capacity of ~7.7 lakh tonnes as on date. Sensing robust demand prospects ...

Madhuri Madhusudan Kela, the wife of ace investor Madhusudan Kela, purchased stakes in ethanol manufacturing company whose IPO had come recently. She bought over 5,00,000 equity shares of Godavari Biorefineries Limited at Rs 335.66 per share. The last trading price of Godavari Biorefineries Limited ...

Based on the above themes, we recommend the following stocks: HDFC Bank, ICICI Bank, Dalmia Bharat, State Bank of India, HCL Tech, Lupin, Aurobindo Pharma, Federal Bank, Varun Beverages, TVS Motors, Bharti Airtel, Chalet Hotel, J Kumar Infra, Prestige Estates, Sansera  Engineering, and Cholamandalam...

Ashish Kacholia is bullish about Data Centers & Gen-AI & is investing ₹30 Cr in E2E. M-Cap is ₹4200 Cr. Promoters hold 60%. RoE is 26%. Profit growth is 54%. Co supplies NVidia GPUs for AI developers & says Gen-AI market could grow at 42% CAGR & be worth $1.3 Trillion in 10 yrs. L&am...

Ramesh Damani says he is "extraordinarily bullish" on the DPI theme. India has become a digital country & built world-class digital infra (PAN, KYC, ONDC etc). "It is a long-term story. Market caps do not reflect the opportunity". He holds 1% of Protean e-Gov worth ₹82 Cr htt...

Ramesh Damani says people make the mistake of selling their stocks for small gains instead of holding on to them for 10x or 20x gain in the long-term. "It's a stupid way to play it. You miss life-changing opportunities to make wealth in a Bull market" https://youtu.be/sjtjXDiR-7Q?si=Isu78i...