Here are my top 5 picks at this time. Holding time-frame is 3-5 years.
1). Shriram Transport Finance Company - India’s leading NBFC. Niche business which is practically a monopoly. Interest rate easing should augur well for the company in the long run. Shrirams are well known for their conservative management. More or less 20-25% growth expected CAGR for the next 5 years ( lower in the current or next year and picking up later).
2). Mayur Uniquoters - Well discussed stock on the forum. Nothing to add. I like the fact that they are preparing to scale up by recruiting senior industry people. Here scope of opporunity is very large.
3). PI Industries - Again, well discussed stock here. Thanks to Donald for coaxing me to look at this despite my initial biases :-).
4). Astral Poly - Again, well discussed stock here.Good growth prospects in the medium term. Not very certain of a longer time frame, but looks good for a 3 year horizon atleast.
5). Yes Bank - I like the way the bank is managed. Banking in India is a sure shot business with limited downside if managed well. Large growth prospects.
I have significant % of my portfolio in all these 5 stocks above. Other significant positions I have are in Sintex, Supreme, Opto & Titan. Beginning to build positions in eclerx as well.