I cant type the entire thesis for each of them.
KCP ltd. Undervalued huge growth coming in. Capex for sugar business vietnam is coming on stream. New capacity for cement is coming on stream FY19. Strong mgmt. earnings should double over next 3 years.
Capacite. Rapid growth coming in, Strong clientele, strong mgmt, big order book, flush with cash post IPO, can grow very very quickly, masters of execution.
JKIL solid infra story, can grow super fast just like capacite. Reasonable valuations, good at execution, specialists in metro work.
Orient ref. Fundamentally superb company, ride the steel upcycle, managed to grow even during down cycle so that gives us protection, RHI is the parent and exporting via RHI network is a massive trigger, RHI is the worlds largest refractory producer, they are taking India very seriously through orient, strong cash balance of some 100cr, oligopolistic industry.
Exide industries. Dirt cheap valautions for a company like exide, regaining of market share, earnings will grow, E-rickshaw market leader, fully capitalised insurance biz, low downside, will ride the imminent EV boom, may not perform in the short term but over 3 year period should give satisfactory returns.
Virinchi. Hospital play, completely undervalued as growth shows markets perception of mgmts ethics should change and drive up valuation. risky bet considering hospital space is competitive in banjara hills. Although everything seems to be priced in at cmp, can easily double from here over the next 3 years.
Edelweiss. Strong financial services company, earnings growth should sustain the valuation, market will talk about insurance biz being capitalised post 2019 which will sustain the multiple if not boost it slightly.