Recommendations from Packaging & Containers And Finance Sector

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations. [EasyDNNnews:PaidContentStart]

RDB Rasayans Ltd
CMP - ₹171.10
BSE CODE 533608
Volume 7,494
Face Value ₹10
Target ₹185 - ₹189
Stoploss ₹159 (CLS)

RDB Rasayans Ltd is a competitive global manufacturer of polymerbased woven bags, textile fabric, and FIBCs (Jumbo bags). The company operates its own lab, equipped with advanced machinery such as the jumbo bag peak load testing machine, Q Panel weathering tester, and other essential equipment for bag testing. This strong infrastructure ensures production of high-quality, reliable products. In FY25, revenue rose by 44 per cent, from ₹103.20 crore in FY24 to ₹148.37 crore, while net profit increased by 9.2 per cent, from ₹24.23 crore to ₹26.47 crore. The global trade boom, especially in bulk materials like chemicals, pharmaceuticals, and food products, is driving FIBC demand. The stock trades at a P/E of 11.6x, well below the industry average of 23.7x, despite strong financial metrics, including ROCE of 18 per cent. The company’s debt profile remains robust, with reductions in debt over the years, strengthening its balance sheet. With strong financials, efficient operations, low debt, and attractive valuation, RDB Rasayans offers a compelling investment opportunity in the growing global packaging space.

HDFC Asset Management Company Ltd
CMP - ₹5,061.95
BSE CODE 541729
Volume 15,399
Face Value ₹5
Target ₹5,470 - ₹5,570
Stoploss ₹4,710 (CLS)

HDFC AMC Ltd is among India’s top three mutual fund houses, managing ₹7.8 lakh crore in AUM. It serves 2.3 crore live accounts through 90,000+ partners. Its offerings span mutual funds, ETFs, and PMS. In FY25, HDFC AMC’s net profit rose 26 per cent YoY to ₹2,460 crore, with revenue and operating profit up 35 per cent and 43 per cent at ₹3,498 crore and ₹2,726.1 crore. At 24 per cent unique investor penetration, retail growth headroom remains. Despite a marginal Q4 dip due to MTM impact, HDFC AMC is strengthening its position through expansion into AIFs, credit funds, and global offerings via GIFT City, aided by SIP flows and digital adoption. The stock, trading at a P/B of 13.4x near its 5-year median, with RoA of 30.2 per cent and RoE of 32.4 per cent, reflects strong fundamentals. Backed by solid financials, dominant retail presence, AUM growth, cost controls, and diversified portfolio, it is positioned to capture India’s growing wealth market, offering a compelling opportunity.

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