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FUELLED BY PRODUCT INNOVATION 

Paradeep Phosphates
BSE Code: 543530
CMP: ₹123.80 

Paradeep Phosphates, India’s secondlargest private-sector phosphatic fertilizer manufacturer, specialises in non-urea fertilizers. It produces and sells a variety of complex fertilizers, including DAP, NPK grades (NPK-10, NPK-12, NP-20), Zypmite, Phosphogypsum, and Hydroflorosilicic Acid. Expanding its portfolio, the company introduced biogenic Nano DAP and Urea under the Jai Kisaan Navratna Nano Shakti brand, achieving sales of over 6 lakh bottles each in H1 FY25. To address crop and soil-specific needs, it is launching new NPK variants. Since getting listed in May 2022, the stock has consistently hit 52-week highs, driven by bullish momentum fuelled by product innovation and market expansion. 


CONSERVATIVE OUTLOOK 

Century Plyboards (India)
BSE Code: 532548
CMP: ₹818 

Century Plyboards is a leading manufacturer in India’s organised plywood market with a 29 per cent share. It offers a diversified portfolio including plywood, veneer, laminates, MDF, particle board, and allied products. In H1FY25, management projected 12 per cent sales growth and 12-14 per cent EBITDA margins for H2FY25, while expressing a cautious outlook due to challenges in the building materials sector. The newly commissioned MDF facility in Andhra Pradesh recorded 75 per cent YoY volume growth in Q2 FY25 and is expected to achieve EBITDA positivity by Q3 FY25. These developments highlight the company's growth potential despite a conservative industry outlook for the coming months. 

STEEL SURGE ALERT 

G G Engineering Ltd
BSE Code: 540614
CMP: ₹1.49 

G G Engineering, a leader in iron and steel trading since 2006. The company trades into Structural Steel, Agricultural Pipes, Tor Steel and MS Pipes. G G Engineering saw impressive growth in Q3 FY25, with revenue surging to ₹5,749.37 crore, up from ₹4,641.93 crore in Q3 FY24. For the nine months ending December 31, 2024, revenue jumped 69.81 per cent to ₹23,468.21 crore, while net profit soared 381.33 per cent to ₹786.64 crore. The company is almost debt free and it has has delivered good profit growth of 18.9 per cent Compounded Annual Growth Rate (CAGR) over the last 5 years. In a strategic move, G G Engineering has announced a merger with Integra Essentia Ltd, creating a stronger, more competitive entity in the market. 

METALLIC MOMENTUM 

Shyam Metalics & Energy Ltd
BSE Code: 543299
CMP: ₹815.55 

Shyam Metalics is mainly involved in manufacturing steel and related products like pellets, sponge iron, TMT and long products, ferroalloys, and generating power. The company’s Board of Directors will soon meet to discuss the proposal for an interim dividend for FY25 and set the record date. The company is diversifying its revenue streams through aluminium and stainless steel, with a focus on aluminium foil exports. The demand for aluminium foil and stainless steel is expected to grow, particularly in electric vehicles (EVs), infrastructure and defence sectors, positioning the company for strong revenue and margin growth. 

(Closing price as of January 21, 2025) 

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