I will tell you in brief why I’m invested in these stock:-
Cupid - Has UNFPA approval and has African government order which is an good economic moat. Just recently Cupid shares were picked up by a Fund.
Indocount - indo count is an asset light based business. Most of its revenues come from the USA. I feel that textile industry is such an industry which will boom in India due to various factors.
Capital trust(btw don’t confuse this with Capital First) - NBFC bank have good NIM of 15% as well as collaborating with YES Bank gives a good assurance that the YES bank will have a check on it. NBFC is a sector where there is lot of potential since many people don’t have access of loans easily
accelya kale:- We all know that airlines industry was a wealth destroyer for many years due to its intensive capital requirements as slim(or even negative) profit margin. Having said that the airline industry is set to be 10 times as large as today due to the fact that people need to move,business need outsourcing. To keep the profit margin high they need good ticketing and accounting system and that’s were Accelya comes in. Looking at its huge ROE and free cash flow plus partnering with airlines like JET Airways I don’t see this company going out of business any time soon.
In addition to this, all of this companies have high ROE,low debt(D/E < 1),high ROCE and good free cash flow.