Growth at reasonable price (or GARP) is a popular investment philosophy popularized by Peter Lynch. The investment community constantly looks for a company with good growth prospects and available at reasonable valuation. In this article, we will cover one such company i.e Route Mobile Limited (“Route Mobile”) which meets the…

Introduction: Angel One Business Overview Angel One Limited (“Angel One”, formerly known as Angel Broking Limited) was established in 1996. The company is a member of the Bombay Stock Exchange, National Stock Exchange of India, National Commodity & Derivatives Exchange Limited, and Multi Commodity Exchange of India Limited. Angel One…

QSR (Quick Service Restaurants) companies like Jubilant Foodworks, Devyani International, Sapphire Foods have corrected significantly from their highs. However, they have covered some lost ground post the market rally that began in late March’23. In this article, we will evaluate if there is an investment case in these QSR companies.…

Rajratan Global Wire Limited (“Rajratan”, “Rajratan Global”) is an Indore-based company focused on manufacturing and selling tyre bead wire. After hitting its lows during the COVID crash, the stock had a dream run. Rajratan Global’s stock price rallied from a low of INR 37 to INR 1400 in September 2022,…

Shivalik Bimetal Controls Limited, (“Shivalik”), is a small cap company based in New Delhi that has delivered outstanding returns to its shareholders. It’s a true multibagger stock that has surged in value over the past 10 years by a staggering 125 times, and over the past 2 years by almost…

The technology sector had a rough time in 2022. While the Nifty 50 index returned ~ 4%, the Nifty IT index took a serious hit, plummeting by ~19% during the same period. The mid and small cap IT companies have witnessed much larger price damage.   Now that the Q3FY23 earning…

Kabra Extrusion Technik Limited (KET) is a small-cap company with a market cap of approximately INR 1900 crores. Founded in 1984, KET is a top manufacturer and supplier of plastic processing machinery, including twin screw extrusion lines and single screw extrusion lines. Since entering the EV battery business in 2018,…

Cyient (market cap: ~10300 crores) posted good set of number for the quarter ending Dec’22 (Q3FY23). The chart below summarizes the key highlights of the quarter The stock has significantly outperformed the Nifty Index benchmark and is currently trading close to its 5-year median valuation multiples, which is reasonable. Management…

Kalyan Jewellers (KJIL) listed on stock exchanges in March 2021. Despite a muted performance in CY21, the stock made a strong comeback in CY22, returning an impressive 85% for shareholders significantly outperforming key benchmarks. KJIL Stock Performance: After hitting low in June 2022, the stock has been on a roll.…