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The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation [EasyDNNnews:PaidContentStart]

A PROFITABLE HOLDING 

Bajaj Holdings & Investment Ltd. 
BSE Code: 500490 
CMP: ₹10,847.55 


 

Bajaj Holdings & Investment Ltd. (BHIL) is a compelling buy, primarily due to its strategic holdings in Bajaj Auto, Bajaj Finserv, and Maharashtra Scooters. The company has a strong track record of consistent revenue growth and boasts an impressive 14.8 per cent return on equity, reflecting effective management of shareholder capital. BHIL has demonstrated solid profit growth, with a healthy dividend payout yielding 1.22 per cent currently, appealing to income-focused investors. Its diversified portfolio, robust brand reputation, and skilled management led by Sanjiv Bajaj enhance its stability and resilience against market volatility. In H1FY25, BHIL achieved a 4.82 per cent YoY net profit rise to ₹3,047 crore, outpacing some peers in growth and profitability and reinforcing its attractiveness as an investment choice. 

PROFITABLE PILL 

Marksans Pharma 
BSE Code: 524404 
CMP: ₹289 

Marksans Pharma, with a global footprint across 50+ countries, derives most of its revenue from regulated markets, cementing its strong market position. A leading D-Street analyst projects further stock gains, citing a robust chart pattern that signals potential to surpass previous highs. Targeting ₹3,000 crores in revenue over two years, the company is also focused on product launches and increased supply from its upgraded facility. With results on the horizon, Marksans could gain additional momentum, making it a "Profitable Pill" for growth-minded investors. 

CHECK-IN FOR LONG-TERM 

Indian Hotel Company 
BSE Code: 500850 
CMP: ₹729.45 

IHCL continues its impressive growth streak, making it a compelling buy. For Q2 FY25, IHCL achieved a 28 per cent YoY revenue growth to ₹1,890 crore, marking its tenth consecutive quarter of growth. The half-year revenue also rose 16.4 per cent YoY, reaching ₹3,376 crore, while profits soared by 103 per cent YoY to ₹843 crore. The performance is driven by rising Average Room Rates (ARR), a strong revival in travel demand, and expansion efforts. With 350 properties in its portfolio and 42 new hotels signed - including expansions in Bahrain and Thimpu - IHCL is well-positioned for sustained growth, supported by structural tailwinds and favourable market conditions. This robust performance, coupled with a positive demand outlook, makes IHCL a must-have for long-term growth potential. 

ENGINEERED FOR GROWTH 

Kaynes Technology India 
BSE Code: 543664 
CMP: ₹5638.05 

With over three decades in the ESDM industry, Kaynes Technology India Limited (KTIL) has built a solid reputation, serving an impressive roster of customers across multiple sectors—spanning Consumer Electronics, Telecom, Aerospace, Defence, Medical, and Railways. This broad industry presence differentiates KTIL from peers, enhancing its order book and ensuring strong revenue visibility for the upcoming fiscal years. As operations scale and revenue grows in high-margin segments, EBITDA margins are anticipated to improve, bolstering profitability. The company’s networking capital cycle, currently at 108 days, is targeted to drop to around 72-75 days by year-end, signaling enhanced cash flow and operational efficiency. Making it a stock to watch out! 

(Closing price as of November 11, 2024) 

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