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Gabriel India, a leading shock-absorber manufacturer, continues to do well. Our confidence in the company remains strong because of robust demand across various segments, its leadership position, and the emerging opportunities in the sunroof and electric vehicle (EV) sectors.

Given the strong tailwinds in the MF industry, CAMS will be a long-term compounder| Stock Of The Day

CAMS is technology-driven financial infrastructure and services provider to mutual funds and other financial institutions. MFs is the key segment for the company and accounts for around 90 percent of its revenues. CAMS market share as RTA (registrar and transfer agent) has increased from 61 percent in FY15 to 69 percent as at end June in terms of average monthly AUM serviced by it. There are very less risks to its existing market share as it is challenging for its clients or new competition to replicate the physical network or the technology platforms. Moreover, switch to competition is rare as CAMS enjoys long-standing relationships with MFs. CAMS has entered into other business lines to diversify its revenue. Other businesses include accounts aggregator, payments aggregator (CAMSPAY), servicing AIFs/PMS, loans against MF, central record keeping agency (CRA) for National Pension Scheme (NPS), insurance repository and e-KYC business

A profitable business focusing on economically active bottom of the pyramid | Stock Of The Day

Ujjivan Small Finance Bank has finally weathered the asset quality woes and cruising well. Growth is strong, margins stable despite funding cost headwinds and asset quality vastly improved with a strong outlook. Operating expenses have been steady and non-interest earnings supportive. Deposits, although picking up, warrants attention in terms of composition. The bank has great visibility of maintaining 3 percent plus RoA. The stock has entered a consolidation phase after a sharp rally that provides opportunity to go long.

MapmyIndia (CE Info systems) | What drives this geospatial technology scrip? | Stock Of The Day

Large addressable market and indispensability of the navigation and geospatial technology in everyday use to drive the earnings for the company. By maintaining a 40% margin EBITDA margin along with sustainable regulatory moat, MapmyIndia is well poised.

Stock of the day: PI Industries | Why this richly valued stock is worth the bet

Most agrochemical stocks have showcased weak performance in the past few months, partly due to concerns around channel inventory and the likelihood of sub-par monsoon. PI Industries was also impacted and lost ~20% of its gains, after peaking in Nov’22. For quite some time, PI had been working on inorganic opportunities to enter pharma intermediates, which was a prime catalyst for the stock. Now, with a key step forward in that direction, can the stock pivot with this acquisition?

Can IndusInd Bank narrow the valuation gap with private peers? Stock Of The Day

IndusInd Bank had a tough going in the past, impacted by corporate stress, then trouble with deposits in the wake of another private bank’s near collapse and the issues with its micro finance book. As it embarks on a new planning cycle after putting most of the issues behind, can the stock rerate?

Why You Should Buy Varun Beverages Despite Recent Rally | Ideas For Profit

Varun Beverages is a key player in the beverage industry and one of the largest franchisees of PepsiCo outside the US. While the share price has run up quite a bit in the short term, MC Pro recommends investors to buy the shares. Here’s why

This auto ancillary stock is trading at attractive valuations; buy for long term| Ideas For Profit

Bosch which has its fortunes linked to the CV segment is down around 20 percent from its 52-week high, giving investors an attractive entry point. It has a strong product portfolio and has a 75 percent market share in diesel injection systems. The company is aggressively focusing on developing technology-driven EV solutions for multiple OEMs with commodity prices cooling off, the company may see significant expansion in operating margin. Watch the video to know why you should accumulate the stock.