Dmart - Aggregation, indian consumption story, 85% owned real estate, vendor payment in 10 days resulting in minimum 5% of discount, focus towards cluster based segmentation and that too on lower middle class and mid middle class.
AB Capital - Aditya Birla Group is promoter, one of the largest nbfc with verticals of insurance, broking, wealth management, corporate finance, etc.
Godrej Agro - agri behemoth of future, diversification in internal agri verticals, dedicated R&D, maret leader in domestic PGR, leading player in cotton herbicide, stake in maxximilk, take over of astec lifesciences, working on supply side and demand, once generated, already taken care by Nature’s Basket stores [future consumption player], working on farm to form model,
ITC - retail behemoth, indian consumption story, good dividend history, one of the best stocks for hedging, focussing on e-commerce
L&T finance - nbfc play with diverse verticals, pedigree, good dividend history, consistent growth in tooling and bottomline
Mahindra logistic - 3pl play, pedigree, 477 clients, 50% business from non mahindra clients which is increasing, working on organic as well inorganic growth by means of acquisitions of porter, tech backend from shipx, freight forwarder lords freight,
RBL Bank - future yes bank, consistent growth in net profit, branches, consistent decrease in npa, employee friendly compared with peers
WIPRO - 3rd largest it services provider, philosophy of client retention compared to client acquisition, ethical management/governance/culture compared to peers,
Yes bank - no need of giving rationale