PDS Limited (erstwhile PDS Multinational Fashions Limited) is a global end-to-end sourcing and manufacturing platform serving the world’s leading brands and retailers. We believe PDS Limited provides a globally one-of-a-kind asset-light, platform play in the apparel sourcing industry through its unique entrepreneur-led growth model and its innovative business lines that prioritise solving customer problems. With…
Established in 2000, Indigo Paints Ltd. has emerged as a leading paint company in India and the fifth-largest manufacturer of decorative paints by revenue in FY24. Indigo Paints Ltd specializes in manufacturing, trading, and selling various paints and allied products, including emulsions, enamels, wood coatings, distempers, primers, putties, and cement paints. We believe Indigo Paints…
Pokarna Ltd is one of India’s renowned exporters of granite and quartz surfaces, supplying both raw and processed granite, with raw granite blocks being exported to China and the majority of its finished granite products directed to the United States. Pokarna Ltd operates two granite processing units in the Hyderabad region, along with quarrying operations…
Interarch Building Products Ltd. is a micro-cap stock in the construction and infrastructure sector. Interarch is one of the leading turnkey pre-engineered steel construction solution providers in India with integrated facilities for design and engineering, manufacturing, and on-site project management capabilities for the installation and erection of pre-engineered steel buildings (“PEB”). We Find Interarch Building…
Welspun Enterprises Ltd. is a small-cap infrastructure company belonging to the multi-billion dollar Welspun conglomerate group. Welspun Enterprises Ltd. is an EPC (Engineering, Procurement, Construction) company that pursues projects mainly in road infrastructure and water infrastructure. We like Welspun Enterprises Limited because of its large order book and increasing share of orders from the water…
Vaibhav Global Limited is into retailing of fashion jewellery, fashion accessories and lifestyle products through television and the Internet in developed markets. We find Vaibhav Global Limited interesting at this juncture because we believe that the investment cycle vaibhav global limited had embarked on for 2-3 years is now behind it and the new investments…
Repco Home Finance Ltd is a housing finance company in India, established in April 2000. Repco Home Finance Ltd was set up to tap into the growth potential of the housing finance market in India. It is a subsidiary of the Repatriates Cooperative Finance and Development Bank Limited (Repco Bank) that holds 37.13% stake as…
Shaily Engineering Plastics Limited is engaged in manufacturing of high precision injection moulded plastic components and sub-assemblies for various requirements of Original Equipment Manufacturers (OEM). It also offers secondary operations in plastics like vacuum metalizing, hot stamping and ultrasonic welding. Shaily Engineering Plastics Limited caters to a wide range of industries including home furnishing, FMCG,…
Goodluck India Ltd (formerly, Goodluck Steel Tubes Ltd) manufactures sheets, pipes, engineering structures, fabricated structures, forgings, and automobile tubes. Goodluck India Ltd, incorporated in 1986, has 5 manufacturing facilities in Sikanderabad (Uttar Pradesh) and 1 in Kutch (Gujarat), with a total installed capacity of more than 450,000 tonnes per annum. We believe Goodluck India Ltd.…
Dynemic Products Ltd. is a micro-cap company that manufactures food colours and dye intermediates for food colours. Dynemic Products Ltd is based out of Gujarat with plants in Ankleshwar and Dahej. We think Dynemic Products Ltd. is interesting at this point of time because there are early signs of demand revival in the food colour…