Kerbside

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 

IMPRESSIVE ORDER BOOK 

NBCC (India) Ltd
BSE Code: 534309
CMP: ₹ 179.40 

NBCC, a Navratna PSU, has emerged as a major player in the infrastructure redevelopment space. The company recently completed the World Trade Centre, Nauroji Nagar project worth ₹2,700 crore, adding to its impressive portfolio that includes Moti Bagh, East Kidwai Nagar and Nauroji Nagar in Delhi. Now, NBCC is executing projects in Netaji Nagar and Sarojini Nagar, valued at ₹22,000 crore. The company can claim the full selling of its inventory in high-margin projects like Nauroji Nagar and Downtown, Sarojini Nagar. NBCC is now strategically expanding its focus on redevelopment in FY24. As of July 2024, NBCC’s robust order book stood at ₹54,200 crore, providing solid revenue visibility, with an order book-torevenue ratio of 5.25 times. Furthermore, it was awarded a project of ₹15,000 by the Srinagar Development Authority. NBCC's strong project pipeline makes it a solid buy for growth. 

MAKING TECHNOLOGY PROFITABLE 

One Point One Solutions
NSE Code: ONEPOINT
CMP: ₹ 72.76 

One Point One Solutions Limited is a leading player in business process management (BPM). The company offers services like customer care, lead generation, content management, voice analytics, accounts payable and receivable, SME management, predictive analytics, chat bots, and IVR. It serves a wide range of industries, including telecom and broadcasting, retail and e-commerce, consumer durables and FMCG, banking & finance. Recently, company announced securing a significant contract from a prominent publicly listed Swedish company. There is consensus among HNIs that the company could secure major contracts for its gamified performance management system. 

SMALL BUT IMPRESSIVE 

Evexia Lifecare
BSE Code: 524444
CMP: ₹ 3.84 

Evexia Lifecare may be small, but don’t be fooled by its size—this is a classic case of ‘don’t judge a stock by its price tag’. The company is gaining attention for producing Isometamidium (ISOMETA), a rare veterinary drug with limited competition, used for treating diseases in cattle, goats, sheep, horses, camels and even dogs. With plans to become one of the largest producers, Evexia Lifecare aims to carve out a significant niche in this specialty market. Moreover, the company is diversifying its operations, focusing on electric vehicle manufacturing at its Vadodara plant, including job work and its own line of e-bikes. Adding to this, the company is entering the plastic recycling segment, reprocessing plastic granules—a high-demand market. Evexia Lifecare is a growth opportunity for investors seeking high returns. 

KEEPING GOOD HEALTH 

Sudarshan Pharma Industries
BSE Code: 543828
CMP: ₹ 412.35 

Sudarshan Pharma Industries is engaged in jobwork manufacturing and trading in chemicals and solvents. Impressively, 56 out of its 96 products are registered under the ‘R’ trademark, underscoring their brand value and market protection. The company is now setting up a manufacturing facility to produce key active pharmaceutical ingredients (APIs) that are currently imported from China. Additionally, Sudarshan Pharma Industries has received approval under the Production Linked Incentive (PLI) scheme, aimed at boosting domestic production of critical key starting materials (KSM), drug intermediates (DIs) and active pharmaceutical ingredients (APIs). Solid buy. 

(Closing price as of September 30, 2024)