Porinju Veliyath & Dolly Khanna Forum

Top 15 companies from the NSE 500 basket that provide higher dividend yields

We recently hosted Mr. J.P. Chalasani, Group CEO of Suzlon Energy (SUEL), for an expert session on the wind industry. Mr. Chalasani has reiterated his long-term commitment to SUEL, highlighting that his position as CEO carries no defined sunset clause. He noted that an approved list of models and ...

FY25 was a stellar year for Eureka Forbes (EFL), visible from a) step-up in product business sales growth (+17%) with significant acceleration in electric water purifier sales (+18.1%), b) service business starting to see green shoots with efforts on AMC unit sales and improving customer experience ...

Saurabh Mukherjea says that after 6 years of launching Little Champs Portfolio, he has realized the mistakes which led to underperformance of the Portfolio (13.95% vs 18.4% for BSE 500). He has made corrections & the Portfolio is now outperforming in past 3 Mth (11.89% vs 4.44%)

"After enjoying a ...

Sunil Singhania’s Abakkus PMS holds 20 stocks valued at ₹2371 Cr. 8 stocks have delivered robust gains in FY26 so far of up to 50%. These are Hindware, Denta, Carysil, IIFL Cap, Shriram Pistons, Sarda Energy, Jubilant Pharmova & Mastek. Anup Eng & Himatsingka are down 36% & 18%

FY25 was the year of transition of the bank under the new management spearheaded by Mr KVS Manian. The bank’s strategic focus shifted towards scaling Federal Bank (FB) to new heights, placing it amongst the top banks over the next 3-5 years as the bank identified key growth drivers to ensure ...

 Adani Ports & SEZ (APSEZ) has transformed from a pure-play port operator into India’s most diversified transport and logistics platform, with strong growth visibility across ports, logistics, and marine services.

 APSEZ’s ports business continues to outpace the industry, with domestic volume ...

We recently met with Coforge’s management to discuss the company’s outlook on growth, margins, and cash flow conversion. The team highlighted that while industry-wide demand remains mixed, budgets are opening up for vendors that can deliver outcome-driven solutions. Clients are fatigued by plain ...

Volume recovery, new capacity key triggers for re-rating

 We recently upgraded PLNG to BUY (Tide is turning, slowly) on inexpensive valuations and strong upcoming capacity growth. In this short note, we reiterate our BUY rating on PLNG and highlight: 1) PLNG’s market share in India’s LNG imports ...

➢ Ahmedabad-based Deep Industries Ltd. (DIL) began in the 1990s as a pioneer in gas compression services on a charter hire basis and has since expanded its offerings across the oil and gas sector. With over 30 years of experience, the company specializes in a wide range of support services ...